UPGD vs ZMAR
Comparison between INVESCO BLOOMBERG ANALYST RATING IMPROVERS ETF (UPGD, ETF) and Innovator Equity Defined Protection ETF 1 Yr March (ZMAR, ETF).
UPGD vs ZMAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPGD
$119M
Winner
ZMAR
$119M
Expense Ratio
Winner
UPGD
0.40%
ZMAR
0.79%
Max Drawdown
UPGD
64.78%
Winner
ZMAR
2.30%
Sharpe Ratio
UPGD
0.94
Winner
ZMAR
1.52
5Y Beta
UPGD
0.70
Winner
ZMAR
0.15
P/E Ratio
UPGD
25.56
ZMAR
N/A
Forward P/E
UPGD
21.01
ZMAR
N/A
PEG Ratio
UPGD
0.97
ZMAR
N/A
5Y Dividends CAGR
UPGD
55.56%
ZMAR
N/A
5Y EPS CAGR
UPGD
14.16%
ZMAR
N/A
Debt to Equity
UPGD
-42.90%
ZMAR
N/A
P/S Ratio
UPGD
1.97
ZMAR
N/A
P/B Ratio
UPGD
4.79
ZMAR
N/A
UPGD vs ZMAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPGD
+5.61%
ZMAR
+0.23%
3M
Winner
UPGD
+10.22%
ZMAR
+1.94%
6M
Winner
UPGD
+9.03%
ZMAR
+2.88%
1Y
Winner
UPGD
+17.71%
ZMAR
+7.03%
5Y(CAGR)
UPGD
+6.76%
ZMAR
N/A
10Y(CAGR)
UPGD
+10.49%
ZMAR
N/A
Max(CAGR)
Winner
UPGD
+7.99%
ZMAR
+6.63%
UPGD vs ZMAR - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPGD | ZMAR |
|---|---|---|
| 2026 | +10.05% | +2.34% |
| 2025 | +8.98% | +5.95% |
| 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 ZMAR Drawdown Comparison
The maximum drawdown for UPGD was -60.86%, occurring on Nov 20, 2008. Recovery took 1142 trading sessions.
The maximum drawdown for ZMAR was -2.30%, occurring on Apr 8, 2025. Recovery took 49 trading sessions.
The current UPGD drawdown is -0.93%. The current ZMAR drawdown is -0.27%.
| Rank | UPGD | ZMAR |
|---|---|---|
| #1 | -60.86% May 23, 2006 - Dec 3, 2010 | -2.30% Mar 3, 2025 - May 12, 2025 |
| #2 | -50.19% Aug 29, 2018 - Dec 3, 2020 | -1.44% Mar 2, 2026 - Apr 13, 2026 |
| #3 | -28.87% Apr 29, 2011 - Mar 15, 2012 | -0.67% Nov 10, 2025 - Nov 26, 2025 |
| #4 | -27.28% Jun 23, 2015 - Nov 18, 2016 | -0.65% May 15, 2025 - Jun 3, 2025 |
| #5 | -24.31% Nov 9, 2021 - Feb 27, 2024 | -0.50% Jun 2, 2026 - Jun 10, 2026 |
| #6 | -16.90% Nov 29, 2024 - Aug 22, 2025 | -0.41% Oct 8, 2025 - Oct 20, 2025 |
| #7 | -13.43% Mar 26, 2012 - Jan 2, 2013 | -0.38% Jul 25, 2025 - Aug 6, 2025 |
| #8 | -12.68% Jul 3, 2014 - Feb 24, 2015 | -0.25% Jan 16, 2026 - Jan 22, 2026 |
| #9 | -10.11% Jan 26, 2018 - May 16, 2018 | -0.25% Jun 12, 2025 - Jun 23, 2025 |
| #10 | -10.01% Feb 27, 2026 - May 26, 2026 | -0.24% Aug 28, 2025 - Sep 4, 2025 |
| #11 | -8.56% Jun 8, 2021 - Oct 19, 2021 | -0.24% Oct 27, 2025 - Nov 10, 2025 |
| #12 | -6.75% Oct 6, 2025 - Dec 11, 2025 | -0.22% Dec 11, 2025 - Dec 19, 2025 |
| #13 | -6.71% Jan 22, 2014 - Feb 26, 2014 | -0.21% Jul 3, 2025 - Jul 10, 2025 |
| #14 | -6.69% Jul 25, 2017 - Sep 27, 2017 | -0.21% Feb 2, 2026 - Feb 6, 2026 |
| #15 | -6.68% Apr 2, 2014 - Jun 18, 2014 | -0.20% Sep 22, 2025 - Sep 30, 2025 |
Correlation
Correlation between UPGD and ZMAR is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
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