DIVD vs. UPGD ETF Comparison

Comparison of Altrius Global Dividend ETF (DIVD) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
DIVD

Altrius Global Dividend ETF

DIVD Description

The investment seeks long-term capital growth of capital and income. To pursue its objective, the fund will invest at least 90% of its net assets, plus the amount of any borrowings for investment purposes, in dividend-paying equity securities. The principal type of equity security in which the fund will invest is common stock. Under normal market conditions, at least 30% of the fund"s assets will be invested outside the United States.

Grade (RS Rating)

Last Trade

$33.21

Average Daily Volume

1,644

Number of Holdings *

52

* 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

$74.13

Average Daily Volume

1,708

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period DIVD UPGD
30 Days -2.14% 3.42%
60 Days -2.48% 4.83%
90 Days -1.76% 5.85%
12 Months 15.48% 33.71%
7 Overlapping Holdings
Symbol Grade Weight in DIVD Weight in UPGD Overlap
CAH B 1.56% 2.09% 1.56%
IP A 1.72% 2.28% 1.72%
KHC F 1.06% 1.67% 1.06%
LMT D 1.39% 1.83% 1.39%
LYB F 1.66% 1.64% 1.64%
TSN B 1.24% 1.94% 1.24%
VZ C 1.24% 1.96% 1.24%
DIVD Overweight 45 Positions Relative to UPGD
Symbol Grade Weight
ETN A 2.7%
BTI B 2.52%
NVS F 2.29%
APD A 2.19%
BBVA D 2.12%
CNH C 2.11%
ABEV F 1.95%
AZN F 1.85%
JPM A 1.84%
TM F 1.8%
TTE F 1.79%
SNY F 1.79%
GSK F 1.78%
BP D 1.76%
AVGO D 1.71%
STLA F 1.7%
PKX D 1.6%
BAC A 1.55%
IBM C 1.54%
PM B 1.52%
EMR B 1.5%
CAT B 1.47%
SBUX A 1.45%
C A 1.45%
GILD C 1.44%
MO A 1.42%
BXP C 1.41%
BMY B 1.36%
CI D 1.29%
GD D 1.26%
CSCO B 1.22%
PG C 1.18%
ABBV F 1.16%
XOM B 1.15%
EMN C 1.13%
JNJ C 1.11%
PSX C 1.05%
PFE F 1.04%
CVX A 1.04%
MSM C 1.04%
WBA F 0.99%
BEN C 0.96%
PEP F 0.96%
MRK D 0.93%
DOW F 0.81%
DIVD Underweight 41 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.59%
TOST B -3.14%
CVNA B -2.98%
KMI A -2.53%
RL C -2.33%
T A -2.24%
EPAM B -2.22%
PCAR B -2.22%
XEL A -2.22%
INTC C -2.21%
CLX A -2.14%
SNAP D -2.12%
CHRW B -2.08%
CHD A -2.05%
CARR C -2.03%
HSIC C -2.02%
DGX A -2.02%
HPQ B -2.02%
ODFL C -2.01%
EBAY D -2.0%
SHW B -2.0%
BBY D -1.95%
SO C -1.92%
MMM D -1.92%
CTSH B -1.91%
ECL D -1.9%
EIX B -1.9%
NOC D -1.84%
BALL F -1.81%
KMB C -1.79%
KMX B -1.78%
AMCR C -1.77%
STX C -1.77%
MOS F -1.76%
SJM D -1.74%
HRL D -1.73%
CPB D -1.64%
TFX F -1.56%
SIRI C -1.46%
HII F -1.38%
DG F -1.19%
Compare ETFs