UPGD vs YSEP

Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - SEPTEMBER (YSEP, ETF).

5-Year PerformanceUPGD has outperformed YSEP, delivering a return of +7.6% compared to +6.8%

UPGD vs YSEP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPGD(ETF)	YSEP(ETF)
Net Assets	$118M	$119M
Expense Ratio	0.40%	0.90%
Max Drawdown	64.78%	22.58%
Sharpe Ratio	0.87	1.21
5Y Beta	0.70	0.41
P/E Ratio	33.53	N/A
Forward P/E	18.76	N/A
PEG Ratio	0.07	N/A
5Y Dividends CAGR	55.56%	N/A
5Y EPS CAGR	10.83%	N/A
Debt to Equity	-74.82%	N/A
P/S Ratio	1.83	N/A
P/B Ratio	4.46	N/A

Net Assets

UPGD

$118M

Winner

YSEP

$119M

Expense Ratio

Winner

UPGD

0.40%

YSEP

0.90%

Max Drawdown

UPGD

64.78%

Winner

YSEP

22.58%

Sharpe Ratio

UPGD

0.87

Winner

YSEP

1.21

5Y Beta

UPGD

0.70

Winner

YSEP

0.41

P/E Ratio

UPGD

33.53

YSEP

N/A

Forward P/E

UPGD

18.76

YSEP

N/A

PEG Ratio

UPGD

0.07

YSEP

N/A

5Y Dividends CAGR

UPGD

55.56%

YSEP

N/A

5Y EPS CAGR

UPGD

10.83%

YSEP

N/A

Debt to Equity

UPGD

-74.82%

YSEP

N/A

P/S Ratio

UPGD

1.83

YSEP

N/A

P/B Ratio

UPGD

4.46

YSEP

N/A

UPGD vs YSEP - Historical Returns

Returns include dividend reinvestment.

Period	UPGD	YSEP
1 month	+1.02%	+0.63%
3 months	+5.66%	+2.92%
6 months	+5.35%	+3.50%
1 year	+12.37%	+11.26%
5 years(CAGR)	+7.60%	+6.84%
10 years(CAGR)	+9.77%	N/A
Max(CAGR)	+7.91%	+6.84%

Winner

UPGD

+1.02%

YSEP

+0.63%

Winner

UPGD

+5.66%

YSEP

+2.92%

Winner

UPGD

+5.35%

YSEP

+3.50%

Winner

UPGD

+12.37%

YSEP

+11.26%

5Y(CAGR)

Winner

UPGD

+7.60%

YSEP

+6.84%

10Y(CAGR)

UPGD

+9.77%

YSEP

N/A

Max(CAGR)

Winner

UPGD

+7.91%

YSEP

+6.84%

UPGD vs YSEP - Annual Returns (2006 - 2026)

Returns include dividend reinvestment.

Year	UPGD	YSEP
2026	+9.36%	+5.36%
2025	+8.98%	+19.88%
2024	+13.80%	+5.72%
2023	+16.47%	+14.92%
2022	-13.97%	-10.00%
2021	+25.57%	-0.50%
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 YSEP Drawdown Comparison

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

The maximum drawdown for YSEP was -22.58%, occurring on Sep 27, 2022. Recovery took 430 trading sessions.

The current UPGD drawdown is -2.60%. The current YSEP drawdown is -0.77%.

Rank	UPGD	YSEP
#1	-60.86% May 23, 2006 - Dec 3, 2010	-22.58% Nov 5, 2021 - Jul 26, 2023
#2	-50.19% Aug 29, 2018 - Dec 3, 2020	-8.75% Jul 28, 2023 - Dec 14, 2023
#3	-28.87% Apr 29, 2011 - Mar 15, 2012	-7.36% Mar 18, 2025 - Apr 28, 2025
#4	-27.28% Jun 23, 2015 - Nov 18, 2016	-6.59% Jul 12, 2024 - Aug 21, 2024
#5	-24.31% Nov 9, 2021 - Feb 27, 2024	-5.54% Sep 26, 2024 - Mar 5, 2025
#6	-16.90% Nov 29, 2024 - Aug 22, 2025	-5.43% Feb 26, 2026 - Apr 17, 2026
#7	-13.43% Mar 26, 2012 - Jan 2, 2013	-3.88% Aug 30, 2024 - Sep 26, 2024
#8	-12.68% Jul 3, 2014 - Feb 24, 2015	-3.83% Mar 27, 2024 - May 9, 2024
#9	-10.11% Jan 26, 2018 - May 16, 2018	-3.16% Jul 23, 2025 - Aug 12, 2025
#10	-10.01% Feb 27, 2026 - May 26, 2026	-3.06% Jun 6, 2024 - Jul 11, 2024
#11	-8.56% Jun 8, 2021 - Oct 19, 2021	-2.98% Nov 12, 2025 - Dec 10, 2025
#12	-6.75% Oct 6, 2025 - Dec 11, 2025	-2.92% Sep 23, 2021 - Nov 1, 2021
#13	-6.71% Jan 22, 2014 - Feb 26, 2014	-2.65% Dec 29, 2023 - Feb 1, 2024
#14	-6.69% Jul 25, 2017 - Sep 27, 2017	-1.98% May 15, 2024 - Jun 5, 2024
#15	-6.68% Apr 2, 2014 - Jun 18, 2014	-1.86% Mar 7, 2025 - Mar 17, 2025