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UPGD ETF · Invesco Bloomberg Analyst Rating Improvers ETF
Performance & flows
Historic performance and flows
| 1M | 3M | 1Y | 3Y | 5Y | MTD | QTD | YTD | ||
|---|---|---|---|---|---|---|---|---|---|
| Perf. | -4.19%  | -2.17%  | +17.72% | +39.52% | +33.07% | +0.72% | +0.72% | -0.71%  | |
| Flows |
Key fund info
Enterprise
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Risk profile
Historical risk/return profile
| 3M | 1Y | 3Y | 5Y | |
|---|---|---|---|---|
| Returns | -2.17% | +17.72% | +39.52% | +33.07% |
| Volatility | ||||
| Perf./Volatility | ||||
| Max drawdown |
Exposure
Sustainability
ESG Consensus® by Conser
Our partner Conser gathers the industry's consensus on the business practices of the underlying holdings. We have computed the following metrics about UPGD ETF's sustainability, based on their methodology.
ESG Consensus® is based on the Final Sustainability Grade, which itself consists of 10 grades. Our partner Conser calculates the exact grade, based on market intelligence, using their proprietary ESG Consensus® methodology.
UPGD’s has a Final Sustainability Grade of either C+, C, C-, or D.
Issuer
| AuM | ||
|---|---|---|
QQQ | Invesco QQQ ETF | €324.64B |
RSP | Invesco S&P 500® Equal Weight ETF | €72.9B |
QQQM | Invesco NASDAQ 100 ETF | €60.47B |
SPXS | Invesco S&P 500 UCITS ETF | €30.39B |
SGLD | Invesco Physical Gold USD ETC | €26.51B |
Frequently asked questions about UPGD
What does Invesco Bloomberg Analyst Rating Improvers ETF, UPGD, invest in?
UPGD is a Passive ETF. This ETF provides exposure to Equally Weighted Large and Mid-Cap US Equities.
Which benchmark or index does UPGD replicate?
UPGD tracks the Bloomberg ANR Improvers Index - USD, through a full replication replication method.
What is the Total Expense ratio (TER) of UPGD?
UPGD carries a total expense ratio (TER) of 0.4%, indicating the annual cost for holding the fund.
When was UPGD launched?
UPGD was introduced to the market on May 19, 2006. It trades on United States
Who is the ETF issuer of UPGD?
Invesco Bloomberg Analyst Rating Improvers ETF, UPGD, is provided by Invesco. Learn more about Invesco here.
What is the current assets under management (AUM) of UPGD?
UPGD oversees €88M in assets as of April 7, 2026.
How has UPGD performed lately?
Based on data from April 7, 2026, UPGD returned -4.19% over the past month, -2.17% over the last three months and -0.71% year-to-date.
What are the latest inflows or outflows for UPGD?
As of April 7, 2026, UPGD recorded net flows of +€1.3M over the last month and -€3.4M year-to-date.
Does UPGD distribute dividends?
UPGD follows a distributing dividend policy, meaning it pays out income to investors. As of April 7, 2026, its 12-month trailing yield was 1.76%.
What are the main country or region exposures of UPGD?
As of February 28, 2026, UPGD has significant geographic allocations in USA and Ireland.
In which sector or theme does UPGD invest in?
As of February 28, 2026, UPGD focuses largely on Industrials, Consumer Staples and Consumer Discretionary.
How many securities does UPGD hold and how diversified is it?
As of February 28, 2026, UPGD holds 50 positions in its portfolio, with 35.31% of assets concentrated in its top 15 holdings.
What are the main positions in UPGD?
As of February 28, 2026, UPGD top three holdings include OLD DOMINION, DOLLAR GENERAL and CATERPILLAR.
What is the base currency of UPGD?
The base currency of UPGD is USD.
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