Today
VOO+1.6%IVV+1.6%SPY+1.7%VTI+1.5%QQQ+1.0%VUG+1.5%VEA+2.1%IEFA+2.5%SPYM+1.7%VTV+1.5%VXUS+2.0%BND+0.4%VGT+0.2%IEMG+0.9%AGG+0.5%GLD+3.7%VWO+1.7%IJH+0.6%SCHD+1.9%IWF+0.4%SGOV+0.0%XLK+0.0%VIG+2.1%IJR+1.3%QQQM+1.0%VO+0.9%RSP+1.9%ITOT+1.5%DFAC+1.5%IWD+2.6%
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UPGDVOO
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UPGD vs S&P 500

YTD$84.14 · +2.0% last session
Dividend-adjusted total return. S&P 500 uses VOO.CompareS&P 500+ Peer avg+ Add a fund
0%+10%+13.7%S&P 500 +13.4%Dec 31, 2025Nov 4, 2026
Return1D1M3MYTD ▼1Y3Y5YMAX
Total return+2.0%+3.7%+1.1%+13.7%+16.6%+68.8%+42.4%+485.5%
Peer average————————
S&P 500 · VOO+1.6%−1.6%0.0%+13.4%+13.5%+91.7%+81.2%+831.3%
Invesco UPGD and Vanguard VOO · total return, dividends in · as of Nov 5, 2026
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Cards for This View

UPGD’s Top 10 Holdings

Today
23.1%of UPGD sits in these 10
1MTDMettler-Toledo International2.41%
2TXNTexas Instruments2.36%
3ALLEAllegion2.35%
4ILMNIllumina2.35%
5MARMarriott International /MD2.34%
6EBAYeBay2.34%
7TSLATesla2.30%
8CHDChurch & Dwight2.23%
9CTASCintas2.23%
10EXPDExpeditors International of Washington2.22%
Invesco UPGD · weight in the fund · as of Nov 4, 2026
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UPGD’s Holdings

Today
IndustrialsConsumer CyclicalTechnologyConsumer DefensiveHealthcareUtilitiesOther
Invesco UPGD · 51 holdings · top 22 shown · tile size = share of the fund · as of Nov 4, 2026
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UPGD vs Peer Average

YTD
UPGDAvsBPeer average
1D+2.0%[…]
1M+3.7%[…]
3M+1.1%[…]
YTD+13.7%[…]
1Y+16.6%[…]
3Y+68.8%[…]
5Y+42.4%[…]
0–0level
0 peers · each row scaled to its leader
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