UPGD vs SCHD

AUPGD

BSCHD

Measures won0–6SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,429SCHD · UPGD $13,493

Lowest cost0.06%SCHD · $6 on $10k

Most income2.93%SCHD · $293 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common14.9%UPGD and SCHD

Invesco Bloomberg Analyst Rating Improvers ETF · $109MSchwab U.S. Dividend Equity ETF · $123B

+16.7%3 years · per year$15,879 · $17,257+19.9%

+6.2%5 years · per year$13,493 · $16,429+10.4%

0.40%Expense ratio$40 · $6 on $10k · lower wins0.06%

1.56%12-mo yield$156 · $293 on $10k2.93%

End-of-day Nov 12, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AUPGD	Invesco Bloomberg Analyst Rating Improvers ETFRead Desk		0.40%	1.56%	−0.7%	+11.8%	+13.6%	+16.7%	+6.2%	−10.0%	$109M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.93%	−0.2%	+34.2%	+36.8%	+19.9%	+10.4%	−6.9%	$122.7B
2	AUPGD	Invesco Bloomberg Analyst Rating Improvers ETFRead Desk		0.40%	1.56%	−0.7%	+11.8%	+13.6%	+16.7%	+6.2%	−10.0%	$109M

End-of-day Nov 12, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

UPGD

Invesco Bloomberg Analyst Rating Improvers

$13,493

SCHD

Schwab U.S. Dividend Equity

$16,429

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