Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is a momentum-factor ETF. As of October 9, 2026, ETF Copilot scores UPGD 4.0 out of 10 — highest on Risk (7.2), lowest on Value (1.1). It trades at 23.4 times earnings, against its own median of 17.1. Its ten largest holdings are 24% of the fund.
What stands out in UPGD's data
US stocks with rising analyst ratings — a sentiment-driven tilt.
A sentiment-driven sleeve for a portfolio that already holds a core of value or broad-market exposure.
Why did UPGD move this week? It rose 1.2% in the week to October 9, 2026 — F5 Networks and Estee Lauder drove it
UPGD rose 1.2% in the week to October 9, 2026. The holdings that moved it most were F5 Networks (+5.7%), Estee Lauder (+6.6%) and YUM! Brands (+6.4%); Intel (−12.3%) pushed the other way.
How is UPGD rated? ETF Copilot scores Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) 4.0 out of 10
As of October 9, 2026, ETF Copilot scores Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) 4.0 out of 10 overall.
ETF Copilot scores (0–10 scale, higher is better):
- Overall: 4.0 / 10
- Growth: 5.0 / 10
- Value: 1.1 / 10
- Risk: 7.2 / 10
- Quality: 3.3 / 10
- Return: 3.5 / 10
Is UPGD expensive right now? It trades at 23.4 times earnings, against its own median of 17.1
As of October 9, 2026, UPGD is more expensive than 91% of its own 102 monthly readings since 2018 — 93 of those months were cheaper than today.
Trailing twelve-month, computed by ETF Copilot from the fund's holdings rather than quoted from a data provider, and rebuilt nightly.
What's inside UPGD? 14% Tech
What's inside UPGD: Size (Large 67%, Mid 33%, Small 0%); Geography (International 2%, US 98%); Tech 13.6%; Magnificent 7 2.2%; AI 1.1%; Semiconductors 6.7%; Memory 3.4%.
What are UPGD's top holdings? The ten largest are 24% of the fund
Bloom Energy, Illumina, F5, NetApp, Intel, Texas Instruments, Mettler-Toledo International, Tesla and Expeditors Intl Wash are UPGD's largest holdings, in that order.
Less concentrated than 55% of Momentum ETFs.
Half of UPGD's weight sits in its 23 largest positions, and once those weights are taken into account it behaves like 49 equally weighted holdings.
What is UPGD's expense ratio? 0.40% a year
As of October 9, 2026, UPGD charges 0.40% a year, yields 1.58% and holds $110M in assets across 50 positions.
| Measure | UPGD |
|---|---|
| Expense ratio | 0.40% |
| Dividend yield | 1.58% |
| Assets under management | $110M |
| Holdings | 50 |
Expense ratio, dividend yield and assets under management are reported by the fund and refreshed daily. Every other figure on this page is computed by ETF Copilot.
Cite this
ETF Copilot, “Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) scores and holdings analysis”, as of October 9, 2026.
https://etf-copilot.com/etf/upgd
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