UPGD vs VXUS
Invesco Bloomberg Analyst Rating Improvers ETF vs Vanguard Total International Stock ETF
Which is better, UPGD or VXUS?
Mid Cap Value against Large Cap Blend.
VXUS has a lower expense ratio. UPGD led over the full window, VXUS over 1Y, 3Y and 5Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | UPGD | VXUS |
|---|---|---|
| Expense Ratio | 0.40% | 0.05%Best |
| AUM | $118M | $158.1B |
| Dividend Yield | 1.56% | 2.51% |
| Holdings | 52 | 8,747 |
| YTD Return | +9.28% | +12.88%Best |
| 1Y Return | +10.10% | +19.97%Best |
| 3Y Return (annualized) | +14.37% | +20.14%Best |
| 5Y Return (annualized) | +6.90% | +8.87%Best |
| Volatility (annualized) | 19.4% | 15.0%Best |
| Max Drawdown | -50.2% | -39.9%Best |
| $10,000 over 5 years | $13,960 | $15,295Best |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Mid Cap Value | Large Cap Blend |
| Inception | May 19, 2006 | Jan 26, 2011 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Jan 28, 2011 to Sep 23, 2026 (15.7 years).
UPGD vs VXUS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 15.7 years both funds cover.
UPGD vs VXUS Performance
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is an ETF from Invesco (US) and Vanguard Total International Stock ETF (VXUS) is an ETF from Vanguard (US). Over the past year UPGD returned +10.10% while VXUS returned +19.97%. Year to date, UPGD is up 9.28% versus a gain of 12.88% for VXUS.
Over three years, UPGD compounded at +14.37% per year against +20.14% for VXUS; over five years the annualized figures are +6.90% and +8.87% respectively. Across the full 16-year window we track, UPGD has the edge at +9.58% annualized vs +4.72%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UPGD has been the more volatile fund, with annualized monthly volatility of 19.4% compared with 15.0% for VXUS. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -50.2% for UPGD and -39.9% for VXUS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.80. They usually move together, but the gap leaves some room for diversification.
Fees and Cost Over Time
UPGD charges 0.40% per year while VXUS charges 0.05%. On a $10,000 position that is $40 vs $5 annually, a gap of $35 per year that compounds over a long holding period. On income, UPGD currently yields 1.56% against 2.51% for VXUS.
Holdings Overlap
We hold position weights for 50 holdings in UPGD and 8,082 in VXUS, totalling 100.1% and 88.8% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
0 positions in common, counted across the 50 positions we hold weights for in UPGD and 8,082 in VXUS, against full books of 52 and 8,747.
You are not choosing between two funds in isolation.
Whichever of UPGD and VXUS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UPGD or VXUS?
UPGD has an expense ratio of 0.40% while VXUS charges 0.05%. VXUS is the cheaper option, by $35 a year on a $10,000 investment.
Which performed better, UPGD or VXUS?
Over the past year UPGD returned +10.10% vs +19.97% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (16 years), UPGD annualized +9.58% vs +4.72% for VXUS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UPGD or VXUS?
UPGD has been the more volatile fund at 19.4% annualized versus 15.0% for VXUS. Worst drawdown: UPGD -50.2% vs VXUS -39.9%.
Should I hold both UPGD and VXUS?
UPGD and VXUS have a monthly-return correlation of 0.80, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, UPGD or VXUS?
UPGD yields 1.56% while VXUS yields 2.51%, so VXUS currently pays the higher dividend yield.
Is VXUS better than UPGD?
VXUS has a lower expense ratio. UPGD led over the full window, VXUS over 1Y, 3Y and 5Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.