AWEG vs. UPGD ETF Comparison
Comparison of Alger Weatherbie Enduring Growth ETF (AWEG) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
AWEG
Alger Weatherbie Enduring Growth ETF
AWEG Description
The fund invests primarily in equity securities of mid-cap growth companies with an environmental, social and governance ("ESG") rating of medium or better, as rated by Sustainalytics, a third-party ESG rating agency, at the time of purchase. Under normal circumstances, 80% of companies in the fund"s portfolio, based on net assets, will have a Sustainalytics ESG rating. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$24.83
Average Daily Volume
148
Number of Holdings
*
23
* may have additional holdings in another (foreign) market
UPGD
Invesco Bloomberg Analyst Rating Improvers ETF
UPGD Description
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.Grade (RS Rating)
Last Trade
$70.49
Average Daily Volume
1,791
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
Period | AWEG | UPGD |
---|---|---|
30 Days | 0.86% | -1.25% |
60 Days | -1.26% | 0.23% |
90 Days | 4.26% | 5.34% |
12 Months | 31.39% | 32.06% |
0 Overlapping Holdings
Symbol | Grade | Weight in AWEG | Weight in UPGD | Overlap |
---|
AWEG Overweight 23 Positions Relative to UPGD
Symbol | Grade | Weight | |
---|---|---|---|
TDG | C | 11.31% | |
CWST | D | 6.33% | |
GKOS | B | 5.32% | |
WCN | D | 4.7% | |
HEI | D | 4.49% | |
STEP | B | 4.29% | |
PCTY | A | 3.74% | |
TNDM | F | 3.59% | |
VERX | B | 3.45% | |
RXO | B | 3.43% | |
ACAD | F | 3.41% | |
XPO | A | 3.35% | |
SPSC | F | 3.25% | |
HUBS | B | 3.21% | |
NEOG | D | 3.07% | |
SITE | F | 2.74% | |
OLLI | C | 2.64% | |
PGNY | F | 2.61% | |
NCNO | B | 2.35% | |
MEG | F | 2.29% | |
AGYS | D | 1.8% | |
TTD | B | 1.24% | |
PI | C | 0.75% |
AWEG Underweight 48 Positions Relative to UPGD
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | -2.71% | |
CVNA | A | -2.54% | |
TOST | A | -2.39% | |
KMI | B | -2.34% | |
RL | B | -2.28% | |
T | A | -2.19% | |
PCAR | C | -2.17% | |
SNAP | B | -2.16% | |
CHRW | C | -2.11% | |
XEL | A | -2.11% | |
EBAY | D | -2.11% | |
BBY | D | -2.09% | |
CARR | D | -2.08% | |
INTC | C | -2.08% | |
SO | C | -2.06% | |
HPQ | B | -2.05% | |
CLX | B | -2.04% | |
ECL | C | -2.02% | |
NOC | D | -2.01% | |
CAH | B | -1.99% | |
DGX | B | -1.99% | |
LMT | D | -1.99% | |
AMCR | D | -1.98% | |
IP | A | -1.98% | |
VZ | D | -1.98% | |
BALL | F | -1.97% | |
HSIC | D | -1.97% | |
SHW | D | -1.97% | |
EIX | D | -1.96% | |
STX | D | -1.94% | |
KHC | D | -1.93% | |
TFX | F | -1.93% | |
CHD | B | -1.93% | |
CTSH | D | -1.92% | |
ODFL | A | -1.91% | |
MMM | D | -1.9% | |
MOS | B | -1.89% | |
HRL | F | -1.88% | |
SJM | F | -1.88% | |
EPAM | F | -1.87% | |
HII | F | -1.84% | |
KMB | D | -1.84% | |
CPB | D | -1.83% | |
TSN | D | -1.82% | |
LYB | F | -1.77% | |
KMX | F | -1.71% | |
SIRI | C | -1.59% | |
DG | F | -1.28% |
AWEG: Top Represented Industries & Keywords
Industries:
Software - Application
Waste Management
Aerospace & Defense
Asset Management
Biotechnology
Diagnostics & Research
Discount Stores
Electronic Components
Health Information Services
Industrial Distribution
Integrated Shipping & Logistics
Medical Devices
Medical Instruments & Supplies
Trucking
Keywords:
Aerospace
Banking
Cardboard
Cargo
Content Management
Electronics
Environmental Services
Freight Transport
Glaucoma
Landfill
Medicine
Municipal Solid Waste
Recycling
Regulatory Compliance
Social Media
Software As A Service
Solid Waste Collection
Solid Waste Services
Supply Chain
Sustainability And Environmental Management
UPGD: Top Represented Industries & Keywords
Industries:
Packaged Foods
Aerospace & Defense
Household & Personal Products
Packaging & Containers
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Information Technology Services
Medical Distribution
Software - Infrastructure
Telecom Services
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Broadcasting - Radio
Building Products & Equipment
Computer Systems
Data Storage
Diagnostics & Research
Discount Stores