BMVP vs. REIT ETF Comparison

Comparison of Invesco Bloomberg MVP Multi-factor ETF (BMVP) to ALPS Active REIT ETF (REIT)

BMVP

Invesco Bloomberg MVP Multi-factor ETF

BMVP Description

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index seeks to include the 50 securities with the strongest momentum, most muted volatility, most inexpensive valuations, and highest profitability based on an aggregated sector-neutral "MVP" score. Stocks are selected from the top of each sector and size category in a manner designed to produce an index with sector and size dispersion similar to the overall broad market.

Grade (RS Rating)

Last Trade

$48.44

Average Daily Volume

1,660

Number of Holdings ^*

* may have additional holdings in another (foreign) market

REIT

ALPS Active REIT ETF

REIT Description

The investment seeks total return through dividends and capital appreciation. The fund will, under normal circumstances, seek to achieve its investment objective by investing at least 80% of its net assets in publicly traded equity securities of REITs. It will primarily invest in publicly traded common equity securities of U.S. REITs. The fund may also invest a portion of its assets in publicly traded common equity of U.S. real estate operating companies (not structured as REITs), publicly traded preferred equity of U.S. REITs and real estate operating companies, and cash and cash equivalents. It is non-diversified.

Grade (RS Rating)

Last Trade

$28.54

Average Daily Volume

11,509

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	BMVP	REIT
30 Days	2.63%	-0.31%
60 Days	10.11%	8.07%
90 Days	11.27%	12.67%
12 Months	35.74%	30.11%

2 Overlapping Holdings

	Symbol	Grade	Weight in BMVP	Weight in REIT	Overlap
	IRM	B	2.17%	2.04%	2.04%
	VICI	C	2.0%	4.91%	2.0%

BMVP Overweight 8 Positions Relative to REIT

Symbol	Grade	Weight
MMM	C	2.26%
LMT	A	2.09%
EIX	C	2.08%
PGR	B	2.08%
NVR	C	2.07%
FOXA	B	2.06%
PHM	C	2.05%
BRO	A	2.02%

BMVP Underweight 28 Positions Relative to REIT

Symbol	Grade	Weight
EQIX	C	-8.74%
PLD	D	-5.97%
PSA	C	-5.08%
WELL	C	-4.64%
FR	D	-4.16%
DOC	C	-4.15%
SPG	A	-4.11%
EXR	D	-4.05%
O	C	-3.97%
INVH	D	-3.96%
EQR	C	-3.44%
UDR	C	-3.11%
HST	D	-3.11%
DLR	C	-3.03%
AVB	C	-2.97%
BRX	C	-2.83%
SBRA	C	-2.74%
EPRT	C	-2.71%
ELS	D	-2.47%
MAC	B	-2.35%
CUZ	C	-2.29%
KRC	C	-2.26%
COLD	D	-2.19%
LXP	D	-1.91%
IVT	B	-1.63%
ESRT	C	-1.45%
ADC	C	-1.44%
AMT	D	-1.16%