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UPGD
+2.98 · +4.02%
$77.03 · NYSE ARCA

Invesco Exchange-Traded Fund Trust - Invesco Raymond James SB-1 Equity ETF (UPGD) ETF Analysis | Mid-Cap Blend

Invesco · USA
AUM:$108.5M
#– of – in Mid-Cap Blend ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 10.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.40% — moderate cost. Consider how fees compound over long holding periods.

What is UPGD?

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The index provider compiles, maintains and calculates the new underlying index, which is comprised of equity securities with the most improved Consensus Ratings based on data from Bloomberg Analyst Recommendations ("ANR"), an affiliate of the index provider.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
UPGD returned 10.8% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.40%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 24.6% of the ETF — exposure spread across many positions.
ETF Information
AUM$108.5M
Expense Ratio0.40%
Dividend Yield1.68%
Holdings50
Inception DateMay 2006
Domicile–
Distribution–
Index–
ProviderInvesco
Beta0.95
CategoryMid-Cap Blend
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+4.7%
1Y
+13.7%
3Y
+48.7%
5Y
+44.9%
OpenBook InsightIf you had invested £10,000 in UPGD 5 years ago, it would have grown to £14,490 — a gain of £4,490.

Annual Returns

Calendar year performance

UPGD delivered positive returns in 4 of the last 5 calendar years.
YearUPGD
2026 YTD+12.3%
2025+9.0%
2024+13.8%
2023+16.5%
2022-14.0%
CAGR 4yr+5.6%
4/5 positive yearsAvg return: +7.5%Worst year: -14.0% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
13.4%
Low
Momentum
+1.8%
30-day change
Support Level
82.51
Key floor
Key Insights
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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