UPGD ETF (Invesco Bloomberg Analyst Rating Improvers ETF) is managed by Invesco (US) with $119.7M in net assets. UPGD expense ratio is 0.40%, holding 53 positions across sectors including Consumer Discretionary, Industrials, Consumer Staples. Inception date: 2006-05-19.

UPGD performance shows a YTD return of 10.37%. The 1-year return is 17.37% and the 5-year return is 7.10%. UPGD dividend yield stands at 1.58%, paid annually.

UPGD top holdings include Williams-sonoma Inc (2.5%), Netapp Inc. (2.5%), International Paper (2.4%), Rivian Automotive Inc (2.3%), Expedia Group Inc. (2.3%). View all UPGD holdings, sector breakdown, or dividend history.

UPGD can be compared against other funds using the overlap calculator or side-by-side comparison tool. UPGD alternatives are available via the screener, along with tax-loss harvesting opportunities.