BMVP vs. UPGD ETF Comparison
Comparison of Invesco Bloomberg MVP Multi-factor ETF (BMVP) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
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
$50.12
Average Daily Volume
1,052
53
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
$74.83
Average Daily Volume
1,729
48
Performance
| Period | BMVP | UPGD |
|---|---|---|
| 30 Days | 3.31% | 5.22% |
| 60 Days | 4.53% | 5.30% |
| 90 Days | 6.66% | 7.09% |
| 12 Months | 34.01% | 35.27% |
10 Overlapping Holdings
BMVP Overweight 43 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| TRGP | B | 2.44% | |
| AMP | A | 2.2% | |
| LNG | B | 2.17% | |
| FI | A | 2.16% | |
| GWW | B | 2.09% | |
| ETR | B | 2.08% | |
| HON | B | 2.04% | |
| EOG | A | 2.01% | |
| MSI | B | 2.0% | |
| ADP | B | 1.98% | |
| FOXA | B | 1.98% | |
| SPG | B | 1.96% | |
| COR | B | 1.96% | |
| AXP | A | 1.95% | |
| WTW | B | 1.95% | |
| BRO | B | 1.95% | |
| WMT | A | 1.92% | |
| TJX | A | 1.88% | |
| COST | B | 1.88% | |
| UNH | C | 1.86% | |
| HIG | B | 1.85% | |
| HD | A | 1.85% | |
| PGR | A | 1.85% | |
| MCO | B | 1.84% | |
| MMC | B | 1.83% | |
| SSNC | B | 1.82% | |
| LDOS | C | 1.81% | |
| RTX | C | 1.8% | |
| AAPL | C | 1.78% | |
| IRM | D | 1.78% | |
| SYY | B | 1.77% | |
| NTAP | C | 1.75% | |
| VICI | C | 1.75% | |
| GD | F | 1.75% | |
| FE | C | 1.72% | |
| OMC | C | 1.72% | |
| IBM | C | 1.71% | |
| CI | F | 1.71% | |
| BAH | F | 1.69% | |
| NVR | D | 1.69% | |
| PHM | D | 1.65% | |
| ABBV | D | 1.54% | |
| ELV | F | 1.42% |
BMVP Underweight 38 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.59% | |
| TOST | B | -3.14% | |
| CVNA | B | -2.98% | |
| KMI | A | -2.53% | |
| RL | B | -2.33% | |
| IP | B | -2.28% | |
| EPAM | C | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| INTC | D | -2.21% | |
| CLX | B | -2.14% | |
| SNAP | C | -2.12% | |
| CHRW | C | -2.08% | |
| CHD | B | -2.05% | |
| CARR | D | -2.03% | |
| HSIC | B | -2.02% | |
| DGX | A | -2.02% | |
| HPQ | B | -2.02% | |
| ODFL | B | -2.01% | |
| EBAY | D | -2.0% | |
| VZ | C | -1.96% | |
| TSN | B | -1.94% | |
| SO | D | -1.92% | |
| CTSH | B | -1.91% | |
| ECL | D | -1.9% | |
| NOC | D | -1.84% | |
| BALL | D | -1.81% | |
| KMX | B | -1.78% | |
| STX | D | -1.77% | |
| MOS | F | -1.76% | |
| SJM | D | -1.74% | |
| HRL | D | -1.73% | |
| KHC | F | -1.67% | |
| CPB | D | -1.64% | |
| TFX | F | -1.56% | |
| SIRI | C | -1.46% | |
| HII | D | -1.38% | |
| DG | F | -1.19% |
BMVP: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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