UPGD vs. LOPP
Compare and contrast key facts about Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) and Gabelli Love Our Planet & People ETF (LOPP).
UPGD and LOPP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UPGD is a passively managed fund by Invesco that tracks the performance of the Bloomberg ANR Improvers Index - Benchmark TR Gross. It was launched on May 19, 2006. LOPP is an actively managed fund by Gabelli. It was launched on Feb 1, 2021.
Performance
UPGD vs. LOPP - Performance Comparison
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UPGD vs. LOPP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UPGD Invesco Bloomberg Analyst Rating Improvers ETF | -0.92% | 8.89% | 13.28% | 15.65% | -13.17% | 19.11% |
LOPP Gabelli Love Our Planet & People ETF | 6.55% | 22.61% | 9.89% | 4.74% | -15.04% | 19.26% |
Returns By Period
In the year-to-date period, UPGD achieves a -0.92% return, which is significantly lower than LOPP's 6.55% return.
UPGD
- 1D
- 0.60%
- 1M
- -7.60%
- YTD
- -0.92%
- 6M
- -0.66%
- 1Y
- 6.54%
- 3Y*
- 11.40%
- 5Y*
- 5.75%
- 10Y*
- 9.42%
LOPP
- 1D
- 1.57%
- 1M
- -4.68%
- YTD
- 6.55%
- 6M
- 9.61%
- 1Y
- 33.41%
- 3Y*
- 13.96%
- 5Y*
- 7.31%
- 10Y*
- —
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UPGD vs. LOPP - Expense Ratio Comparison
UPGD has a 0.40% expense ratio, which is higher than LOPP's 0.00% expense ratio.
Return for Risk
UPGD vs. LOPP — Risk / Return Rank
UPGD
LOPP
UPGD vs. LOPP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) and Gabelli Love Our Planet & People ETF (LOPP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| UPGD | LOPP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 1.77 | -1.38 |
Sortino ratioReturn per unit of downside risk | 0.68 | 2.47 | -1.79 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.33 | -0.24 |
Calmar ratioReturn relative to maximum drawdown | 0.55 | 2.77 | -2.22 |
Martin ratioReturn relative to average drawdown | 2.02 | 11.64 | -9.62 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UPGD | LOPP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 1.77 | -1.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.41 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | 0.48 | -0.16 |
Correlation
The correlation between UPGD and LOPP is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
UPGD vs. LOPP - Dividend Comparison
UPGD's dividend yield for the trailing twelve months is around 1.76%, more than LOPP's 0.78% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPGD Invesco Bloomberg Analyst Rating Improvers ETF | 1.76% | 1.75% | 1.28% | 1.39% | 0.72% | 0.52% | 0.28% | 0.20% | 1.43% | 0.00% | 1.55% | 0.93% |
LOPP Gabelli Love Our Planet & People ETF | 0.78% | 0.83% | 1.88% | 2.23% | 2.01% | 1.25% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UPGD vs. LOPP - Drawdown Comparison
The maximum UPGD drawdown since its inception was -60.74%, which is greater than LOPP's maximum drawdown of -25.28%. Use the drawdown chart below to compare losses from any high point for UPGD and LOPP.
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Drawdown Indicators
| UPGD | LOPP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.74% | -25.28% | -35.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.87% | -12.31% | +0.44% |
Max Drawdown (5Y)Largest decline over 5 years | -24.31% | -25.28% | +0.97% |
Max Drawdown (10Y)Largest decline over 10 years | -50.20% | — | — |
Current DrawdownCurrent decline from peak | -7.75% | -5.44% | -2.31% |
Average DrawdownAverage peak-to-trough decline | -10.33% | -8.45% | -1.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.23% | 2.93% | +0.30% |
Volatility
UPGD vs. LOPP - Volatility Comparison
The current volatility for Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) is 4.86%, while Gabelli Love Our Planet & People ETF (LOPP) has a volatility of 7.11%. This indicates that UPGD experiences smaller price fluctuations and is considered to be less risky than LOPP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UPGD | LOPP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.86% | 7.11% | -2.25% |
Volatility (6M)Calculated over the trailing 6-month period | 9.83% | 11.86% | -2.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.00% | 18.99% | -1.99% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.64% | 17.76% | +0.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.63% | 17.62% | +4.01% |