FXG vs. UPGD ETF Comparison
Comparison of First Trust Cons. Staples AlphaDEX (FXG) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
FXG
First Trust Cons. Staples AlphaDEX
FXG Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the StrataQuant(R) Consumer Staples Index. The fund will normally invest at least 90% of its net assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed by NYSE Euronext to objectively identify and select stocks from the Russell 1000(R) Index in the consumer staples sector that may generate positive alpha relative to traditional passive-style indices through the use of the AlphaDEX(R) selection methodology. It is non-diversified.
Grade (RS Rating)
Last Trade
$68.91
Average Daily Volume
24,873
39
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 | FXG | UPGD |
---|---|---|
30 Days | 2.68% | 5.22% |
60 Days | 1.70% | 5.30% |
90 Days | 1.93% | 7.09% |
12 Months | 14.59% | 35.27% |
FXG Overweight 32 Positions Relative to UPGD
Symbol | Grade | Weight | |
---|---|---|---|
PPC | C | 4.74% | |
DAR | C | 4.68% | |
TAP | C | 4.6% | |
INGR | B | 4.52% | |
PFGC | B | 4.51% | |
LW | C | 4.1% | |
FRPT | B | 3.72% | |
BG | F | 3.71% | |
ADM | D | 3.59% | |
CVS | D | 3.57% | |
KR | B | 3.44% | |
ACI | C | 3.42% | |
SPB | C | 3.26% | |
POST | C | 3.13% | |
GO | C | 2.7% | |
CASY | A | 2.7% | |
MO | A | 2.69% | |
STZ | D | 2.32% | |
REYN | D | 2.2% | |
GIS | D | 2.19% | |
CL | D | 2.18% | |
SAM | C | 1.85% | |
COR | B | 1.84% | |
USFD | A | 1.8% | |
CTVA | C | 1.62% | |
HSY | F | 1.59% | |
KDP | D | 1.48% | |
KO | D | 1.45% | |
SYY | B | 0.81% | |
FLO | D | 0.78% | |
COKE | C | 0.77% | |
MDLZ | F | 0.74% |
FXG 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 | B | -2.33% | |
IP | B | -2.28% | |
T | A | -2.24% | |
EPAM | C | -2.22% | |
PCAR | B | -2.22% | |
XEL | A | -2.22% | |
INTC | D | -2.21% | |
SNAP | C | -2.12% | |
CAH | B | -2.09% | |
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% | |
SHW | A | -2.0% | |
VZ | C | -1.96% | |
BBY | D | -1.95% | |
SO | D | -1.92% | |
MMM | D | -1.92% | |
CTSH | B | -1.91% | |
ECL | D | -1.9% | |
EIX | B | -1.9% | |
NOC | D | -1.84% | |
LMT | D | -1.83% | |
BALL | D | -1.81% | |
KMX | B | -1.78% | |
AMCR | D | -1.77% | |
STX | D | -1.77% | |
MOS | F | -1.76% | |
LYB | F | -1.64% | |
TFX | F | -1.56% | |
SIRI | C | -1.46% | |
HII | D | -1.38% | |
DG | F | -1.19% |
FXG: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords