UPGD vs VUSI

Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and Voya Ultra Short Income ETF (VUSI, ETF).

UPGD vs VUSI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPGD(ETF)	VUSI(ETF)
Net Assets	$113M	$112M
Expense Ratio	0.40%	0.25%
Max Drawdown	64.78%	0.91%
Sharpe Ratio	0.90	-1.76
5Y Beta	0.69	0.02
P/E Ratio	26.25	N/A
Forward P/E	21.49	N/A
PEG Ratio	0.98	N/A
5Y Dividends CAGR	55.56%	N/A
5Y EPS CAGR	13.33%	N/A
Debt to Equity	-40.76%	N/A
P/S Ratio	2.02	N/A
P/B Ratio	4.84	N/A

Net Assets

Winner

UPGD

$113M

VUSI

$112M

Expense Ratio

UPGD

0.40%

Winner

VUSI

0.25%

Max Drawdown

UPGD

64.78%

Winner

VUSI

0.91%

Sharpe Ratio

Winner

UPGD

0.90

VUSI

-1.76

5Y Beta

UPGD

0.69

Winner

VUSI

0.02

P/E Ratio

UPGD

26.25

VUSI

N/A

Forward P/E

UPGD

21.49

VUSI

N/A

PEG Ratio

UPGD

0.98

VUSI

N/A

5Y Dividends CAGR

UPGD

55.56%

VUSI

N/A

5Y EPS CAGR

UPGD

13.33%

VUSI

N/A

Debt to Equity

UPGD

-40.76%

VUSI

N/A

P/S Ratio

UPGD

2.02

VUSI

N/A

P/B Ratio

UPGD

4.84

VUSI

N/A

UPGD vs VUSI - Historical Returns

Returns include dividend reinvestment.

Period	UPGD	VUSI
1 month	+4.29%	-0.12%
3 months	+4.51%	-0.01%
6 months	+9.61%	+0.41%
1 year	+16.93%	N/A
5 years(CAGR)	+6.84%	N/A
10 years(CAGR)	+10.03%	N/A
Max(CAGR)	+7.96%	+1.14%

Winner

UPGD

+4.29%

VUSI

-0.12%

Winner

UPGD

+4.51%

VUSI

-0.01%

Winner

UPGD

+9.61%

VUSI

+0.41%

UPGD

+16.93%

VUSI

N/A

5Y(CAGR)

UPGD

+6.84%

VUSI

N/A

10Y(CAGR)

UPGD

+10.03%

VUSI

N/A

Max(CAGR)

Winner

UPGD

+7.96%

VUSI

+1.14%

UPGD vs VUSI - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UPGD	VUSI
2026	+9.20%	-0.12%
2025	+8.98%	+0.68%
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 VUSI Drawdown Comparison

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

The maximum drawdown for VUSI was -0.86%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current UPGD drawdown is -1.69%. The current VUSI drawdown is -0.48%.

Rank	UPGD	VUSI
#1	-60.86% May 23, 2006 - Dec 3, 2010	-0.86% Feb 25, 2026 - Mar 30, 2026
#2	-50.19% Aug 29, 2018 - Dec 3, 2020	-0.26% Nov 26, 2025 - Dec 18, 2025
#3	-28.87% Apr 29, 2011 - Mar 15, 2012	-0.22% Jan 28, 2026 - Feb 13, 2026
#4	-27.28% Jun 23, 2015 - Nov 18, 2016	-0.08% Jan 14, 2026 - Jan 16, 2026
#5	-24.31% Nov 9, 2021 - Feb 27, 2024	-0.06% Jan 16, 2026 - Jan 23, 2026
#6	-16.90% Nov 29, 2024 - Aug 22, 2025	-0.06% Feb 13, 2026 - Feb 25, 2026
#7	-13.43% Mar 26, 2012 - Jan 2, 2013	-0.05% Jan 9, 2026 - Jan 14, 2026
#8	-12.68% Jul 3, 2014 - Feb 24, 2015	-0.04% Jan 2, 2026 - Jan 9, 2026
#9	-10.11% Jan 26, 2018 - May 16, 2018	-0.02% Dec 26, 2025 - Dec 31, 2025
#10	-10.01% Feb 27, 2026 - May 26, 2026	-0.02% Dec 22, 2025 - Dec 24, 2025
#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 VUSI is 0.35 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.35

-101

Dividend Comparison (2006 - 2025)

UPGD vs VUSI dividend yield comparison.

Year	UPGD	VUSI
2025	1.75%	0.49%
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%