UPGD vs UNHG

Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF).

UPGD vs UNHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPGD(ETF)	UNHG(ETF)
Net Assets	$119M	$119M
Expense Ratio	0.40%	N/A
Max Drawdown	64.78%	61.40%
Sharpe Ratio	0.94	1.04
5Y Beta	0.70	1.26
P/E Ratio	25.56	N/A
Forward P/E	21.01	N/A
PEG Ratio	0.97	N/A
5Y Dividends CAGR	55.56%	N/A
5Y EPS CAGR	14.16%	N/A
Debt to Equity	-42.90%	N/A
P/S Ratio	1.97	N/A
P/B Ratio	4.79	N/A

Net Assets

Winner

UPGD

$119M

UNHG

$119M

Expense Ratio

UPGD

0.40%

UNHG

N/A

Max Drawdown

UPGD

64.78%

Winner

UNHG

61.40%

Sharpe Ratio

UPGD

0.94

Winner

UNHG

1.04

5Y Beta

Winner

UPGD

0.70

UNHG

1.26

P/E Ratio

UPGD

25.56

UNHG

N/A

Forward P/E

UPGD

21.01

UNHG

N/A

PEG Ratio

UPGD

0.97

UNHG

N/A

5Y Dividends CAGR

UPGD

55.56%

UNHG

N/A

5Y EPS CAGR

UPGD

14.16%

UNHG

N/A

Debt to Equity

UPGD

-42.90%

UNHG

N/A

P/S Ratio

UPGD

1.97

UNHG

N/A

P/B Ratio

UPGD

4.79

UNHG

N/A

UPGD vs UNHG - Holdings Comparison

UPGD and UNHG have 0 common holdings. Overlap is 0.00%

UPGD's top 25 holdings weight is 58.35%. UNHG's top 25 holdings weight is 14.71%.

Rank	UPGD	UNHG
#1	INTEL CORP (INTC) - 4.54%	FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 14.71%
#2	NETAPP INC (NTAP) - 3.32%	N/A
#3	SUPER MICRO COMPUTER INC (SMCI) - 3.23%	N/A
#4	F5 INC (FFIV) - 2.82%	N/A
#5	CLOUDFLARE INC (NET) - 2.72%	N/A
#6	INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 2.42%	N/A
#7	ZOOM COMMUNICATIONS INC (ZM) - 2.35%	N/A
#8	CATERPILLAR INC (CAT) - 2.31%	N/A
#9	OLD DOMINION FREIGHT LINE INC ORDINARY SHARES (ODFL) - 2.26%	N/A
#10	FORD MOTOR CO (F) - 2.23%	N/A
#11	CUMMINS INC (CMI) - 2.17%	N/A
#12	WATERS CORP (WAT) - 2.17%	N/A
#13	PALANTIR TECHNOLOGIES INC ORDINARY SHARES CLASS A (PLTR) - 2.15%	N/A
#14	BEST BUY CO INC (BBY) - 2.08%	N/A
#15	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 2.07%	N/A
#16	DICK'S SPORTING GOODS INC (DKS) - 2.03%	N/A
#17	MONSTER BEVERAGE CORP (MNST) - 2.03%	N/A
#18	EXPEDITORS INTERNATIONAL OF WASHINGTON INC (EXPD) - 2.02%	N/A
#19	HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.02%	N/A
#20	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 2.01%	N/A
#21	AMERICAN ELECTRIC POWER CO INC (AEP) - 1.91%	N/A
#22	TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.91%	N/A
#23	DEERE & CO (DE) - 1.87%	N/A
#24	FASTENAL CO (FAST) - 1.86%	N/A
#25	WEC ENERGY GROUP INC (WEC) - 1.85%	N/A
Total Holdings	52	1

UPGD vs UNHG - Historical Returns

Returns include dividend reinvestment.

Period	UPGD	UNHG
1 month	+5.61%	+4.25%
3 months	+10.22%	+104.06%
6 months	+9.03%	+22.04%
1 year	+17.71%	+59.86%
5 years(CAGR)	+6.76%	N/A
10 years(CAGR)	+10.49%	N/A
Max(CAGR)	+7.99%	+69.43%

Winner

UPGD

+5.61%

UNHG

+4.25%

UPGD

+10.22%

Winner

UNHG

+104.06%

UPGD

+9.03%

Winner

UNHG

+22.04%

UPGD

+17.71%

Winner

UNHG

+59.86%

5Y(CAGR)

UPGD

+6.76%

UNHG

N/A

10Y(CAGR)

UPGD

+10.49%

UNHG

N/A

Max(CAGR)

UPGD

+7.99%

Winner

UNHG

+69.43%

UPGD vs UNHG - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UPGD	UNHG
2026	+10.05%	+27.08%
2025	+8.98%	+21.45%
2024	+13.80%	N/A
2023	+16.47%	N/A
2022	-13.97%	N/A
2021	+25.57%	N/A
2020	+6.10%	N/A
2019	+30.23%	N/A
2018	-15.51%	N/A
2017	+12.33%	N/A
2016	+21.96%	N/A
2015	-5.93%	N/A
2014	+5.65%	N/A
2013	+39.25%	N/A
2012	+12.96%	N/A
2011	-3.39%	N/A
2010	+25.78%	N/A
2009	+51.42%	N/A
2008	-38.29%	N/A
2007	+2.96%	N/A
2006	-14.71%	N/A

UPGD vs UNHG Drawdown Comparison

The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.

The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.

The current UPGD drawdown is -0.93%. The current UNHG drawdown is -2.26%.

Rank	UPGD	UNHG
#1	-60.86% May 23, 2006 - Dec 3, 2010	-57.09% Oct 8, 2025 - Jun 8, 2026
#2	-50.19% Aug 29, 2018 - Dec 3, 2020	-36.70% Jul 23, 2025 - Aug 15, 2025
#3	-28.87% Apr 29, 2011 - Mar 15, 2012	-9.49% Sep 11, 2025 - Oct 2, 2025
#4	-27.28% Jun 23, 2015 - Nov 18, 2016	-5.83% Aug 18, 2025 - Aug 29, 2025
#5	-24.31% Nov 9, 2021 - Feb 27, 2024	-3.67% Jun 9, 2026 - Jun 11, 2026
#6	-16.90% Nov 29, 2024 - Aug 22, 2025	-1.63% Aug 29, 2025 - Sep 4, 2025
#7	-13.43% Mar 26, 2012 - Jan 2, 2013	-0.78% Oct 3, 2025 - Oct 7, 2025
#8	-12.68% Jul 3, 2014 - Feb 24, 2015	-0.65% Sep 9, 2025 - Sep 11, 2025
#9	-10.11% Jan 26, 2018 - May 16, 2018	N/A
#10	-10.01% Feb 27, 2026 - May 26, 2026	N/A
#11	-8.56% Jun 8, 2021 - Oct 19, 2021	N/A
#12	-6.75% Oct 6, 2025 - Dec 11, 2025	N/A
#13	-6.71% Jan 22, 2014 - Feb 26, 2014	N/A
#14	-6.69% Jul 25, 2017 - Sep 27, 2017	N/A
#15	-6.68% Apr 2, 2014 - Jun 18, 2014	N/A

Correlation

Correlation between UPGD and UNHG is 0.44 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.44

-101

Dividend Comparison (2006 - 2025)

UPGD vs UNHG dividend yield comparison.

Year	UPGD	UNHG
2025	1.75%	11.30%
2024	1.28%	0.00%
2023	1.39%	0.00%
2022	0.72%	0.00%
2021	0.52%	0.00%
2020	0.28%	0.00%
2019	0.20%	0.00%
2018	1.43%	0.00%
2016	1.55%	0.00%
2015	0.93%	0.00%
2014	0.26%	0.00%
2013	0.34%	0.00%
2012	0.35%	0.00%
2011	0.14%	0.00%
2008	0.31%	0.00%
2007	10.64%	0.00%
2006	0.60%	0.00%