KLXY vs. UPGD ETF Comparison

Comparison of KraneShares Global Luxury Index ETF (KLXY) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
KLXY

KraneShares Global Luxury Index ETF

KLXY Description

Under normal circumstances, the fund will invest at least 80% of its net assets in instruments in its underlying index or in instruments that have economic characteristics similar to those in the underlying index. The underlying index is a modified, free float adjusted market capitalization weighted index designed to measure the equity performance of companies in developed markets from global luxury-related sectors. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$22.33

Average Daily Volume

952

Number of Holdings *

10

* 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

$74.83

Average Daily Volume

1,729

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period KLXY UPGD
30 Days -3.95% 5.22%
60 Days -3.89% 5.30%
90 Days -9.26% 7.09%
12 Months -8.19% 35.27%
1 Overlapping Holdings
Symbol Grade Weight in KLXY Weight in UPGD Overlap
RL B 2.93% 2.33% 2.33%
KLXY Overweight 9 Positions Relative to UPGD
Symbol Grade Weight
DECK A 4.99%
EL F 4.5%
TPR B 4.45%
VFC C 2.56%
MTN C 2.4%
CPRI F 1.87%
SIG B 1.64%
COTY F 1.13%
IPAR B 0.81%
KLXY Underweight 47 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.59%
TOST B -3.14%
CVNA B -2.98%
KMI A -2.53%
IP B -2.28%
T A -2.24%
EPAM C -2.22%
PCAR B -2.22%
XEL A -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%
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%
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%
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