IDU vs. UPGD ETF Comparison
Comparison of iShares U.S. Utilities ETF (IDU) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
IDU
iShares U.S. Utilities ETF
IDU Description
The investment seeks to track the investment results of an index composed of U.S. equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Utilities Index (the "underlying index"), which measures the performance of the utilities sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include utilities companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$103.64
Average Daily Volume
99,802
43
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 | IDU | UPGD |
|---|---|---|
| 30 Days | -0.13% | 5.22% |
| 60 Days | 2.03% | 5.30% |
| 90 Days | 8.40% | 7.09% |
| 12 Months | 35.68% | 35.27% |
IDU Overweight 40 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | 11.18% | |
| WM | A | 6.42% | |
| DUK | C | 6.17% | |
| CEG | D | 5.13% | |
| SRE | A | 4.14% | |
| AEP | D | 3.57% | |
| VST | B | 3.44% | |
| D | C | 3.4% | |
| PCG | A | 3.24% | |
| PEG | A | 3.13% | |
| RSG | A | 3.1% | |
| EXC | C | 2.75% | |
| ED | D | 2.38% | |
| ETR | B | 2.26% | |
| WEC | A | 2.2% | |
| AWK | D | 1.86% | |
| DTE | C | 1.78% | |
| PPL | B | 1.77% | |
| AEE | A | 1.72% | |
| FE | C | 1.7% | |
| ATO | A | 1.57% | |
| ES | D | 1.56% | |
| CMS | C | 1.45% | |
| CNP | B | 1.37% | |
| NRG | B | 1.37% | |
| NI | A | 1.17% | |
| LNT | A | 1.1% | |
| EVRG | A | 1.01% | |
| CLH | B | 0.92% | |
| PNW | B | 0.74% | |
| AES | F | 0.72% | |
| WTRG | B | 0.7% | |
| OGE | B | 0.6% | |
| IDA | A | 0.43% | |
| NFG | A | 0.4% | |
| UGI | A | 0.35% | |
| MDU | D | 0.26% | |
| AGR | B | 0.18% | |
| CWEN | C | 0.16% | |
| CWEN | C | 0.06% |
IDU Underweight 45 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% | |
| INTC | D | -2.21% | |
| CLX | B | -2.14% | |
| 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% | |
| TSN | B | -1.94% | |
| MMM | D | -1.92% | |
| CTSH | B | -1.91% | |
| ECL | D | -1.9% | |
| NOC | D | -1.84% | |
| LMT | D | -1.83% | |
| BALL | D | -1.81% | |
| KMB | D | -1.79% | |
| KMX | B | -1.78% | |
| AMCR | D | -1.77% | |
| STX | D | -1.77% | |
| MOS | F | -1.76% | |
| SJM | D | -1.74% | |
| HRL | D | -1.73% | |
| KHC | F | -1.67% | |
| LYB | F | -1.64% | |
| CPB | D | -1.64% | |
| TFX | F | -1.56% | |
| SIRI | C | -1.46% | |
| HII | D | -1.38% | |
| DG | F | -1.19% |
IDU: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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