UPGD Stock Price, Chart, Stats & News
Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is a dividend-paying ETF with a current dividend yield of 1.53% as of Aug 14, 2026. It pays $1.29 per share over the trailing twelve months and distributes annually. Its dividend has grown at a 55.39% 5-year compound annual rate.
UPGD chart
UPGD returns
| YTD | 13.80% |
| 1Y | 18.19% |
| 3Y | 13.92% |
| 5Y | 8.27% |
| 10Y | 10.04% |
| 1Y volatility | 13.19% |
| 3Y volatility | 14.78% |
| Sharpe ratio | 0.53 |
About
The Invesco Bloomberg Analyst Rating Improvers ETF, ticker symbol UPGD, is an investment vehicle designed to track the performance of the Bloomberg ANR Improvers Index. This exchange-traded fund typically commits at least 90% of its total holdings to the securities that comprise its underlying index. The index itself identifies the top 50 companies from the Bloomberg US Large Mid Universe that have shown the greatest improvement in analyst recommendations over the preceding six- and twelve-month periods.
Top 10 UPGD holdings
| Holding | Ownership |
|---|---|
Technology 2.97% | |
Consumer Cyclical 2.66% | |
Consumer Cyclical 2.60% | |
Basic Materials 2.51% | |
Health care 2.46% | |
Consumer Cyclical 2.45% | |
Industrials 2.44% | |
Health care 2.31% | |
Consumer Defensive 2.26% | |
Industrials 2.22% |
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