UPGD ETF
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD ETF Overview
UPGD ETF (Invesco Bloomberg Analyst Rating Improvers ETF) is managed by Invesco (US) with $122.1M in net assets. UPGD expense ratio is 0.40%, holding 52 positions across sectors including Consumer Discretionary, Industrials, Consumer Staples. Inception date: 2006-05-19.
UPGD performance shows a YTD return of 10.48%. The 1-year return is 15.39% and the 5-year return is 7.84%. UPGD dividend yield stands at 1.57%, paid annually.
UPGD top holdings include Williams-sonoma Inc (2.5%), Netapp Inc (2.5%), International Paper Co. (2.4%), Rivian Automotive (2.3%), Expedia Group Inc (consumer Discretionary) (2.3%). Go to all UPGD holdings, UPGD sectors, or UPGD dividends.
UPGD can be compared against other funds. Use UPGD overlap to find shared positions, or UPGD vs another fund for a side-by-side view. UPGD alternatives are available via the screener, along with tax-loss harvesting opportunities.