BLCV vs. UPGD ETF Comparison

Comparison of BlackRock Large Cap Value ETF (BLCV) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

BLCV

BlackRock Large Cap Value ETF

BLCV Description

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund invests primarily in equity securities that BFA believes are undervalued, which means that their prices are less than BFA believes they are worth. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$32.27

Average Daily Volume

1,258

Number of Holdings ^*

* 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

$71.34

Average Daily Volume

1,540

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BLCV	UPGD
30 Days	1.21%	2.57%
60 Days	6.86%	8.43%
90 Days	6.30%	8.28%
12 Months	31.22%	34.25%

1 Overlapping Holdings

	Symbol	Grade	Weight in BLCV	Weight in UPGD	Overlap
	CAH	B	2.97%	2.25%	2.25%

BLCV Overweight 9 Positions Relative to UPGD

Symbol	Grade	Weight
WFC	B	3.48%
C	B	3.37%
LHX	A	2.55%
SSNC	C	2.53%
FCNCA	D	2.51%
CVS	D	2.44%
BAX	D	2.4%
MDT	C	2.4%
ICE	A	2.38%

BLCV Underweight 9 Positions Relative to UPGD

Symbol	Grade	Weight
K	B	-2.51%
CHRW	C	-2.36%
KMX	F	-2.33%
LII	C	-2.28%
CLX	C	-2.27%
SIRI	C	-2.26%
IBM	A	-2.24%
QRVO	F	-2.24%
T	B	-2.19%