PEZ vs. UPGD ETF Comparison
Comparison of PowerShares Dynamic Consumer Discretionary (PEZ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
PEZ
PowerShares Dynamic Consumer Discretionary
PEZ Description
The PowerShares Dynamic Consumer Discretionary Sector Portfolio (Fund) is based on the Dynamic Consumer Discretionary Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US consumer companies. These are companies that are principally engaged in the businesses of providing consumer goods and services that are cyclical in nature, including retail, automotive, leisure and recreation, media and real estate. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$101.71
Average Daily Volume
2,875
38
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
$70.49
Average Daily Volume
1,791
48
Performance
| Period | PEZ | UPGD |
|---|---|---|
| 30 Days | -1.25% | -1.25% |
| 60 Days | 1.91% | 0.23% |
| 90 Days | 10.37% | 5.34% |
| 12 Months | 59.14% | 32.06% |
1 Overlapping Holdings
| Symbol | Grade | Weight in PEZ | Weight in UPGD | Overlap | |
|---|---|---|---|---|---|
| CVNA | A | 5.11% | 2.54% | 2.54% |
PEZ Overweight 37 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| MOD | C | 5.48% | |
| RCL | B | 4.58% | |
| TOL | C | 4.12% | |
| AMZN | A | 3.57% | |
| MUSA | C | 3.47% | |
| NFLX | A | 3.44% | |
| WING | F | 3.22% | |
| PHM | D | 3.15% | |
| NVR | D | 3.07% | |
| TXRH | A | 2.85% | |
| DASH | A | 2.8% | |
| DHI | D | 2.66% | |
| KBH | D | 2.58% | |
| HLT | A | 2.48% | |
| H | D | 2.46% | |
| LEN | D | 2.45% | |
| BOOT | D | 2.43% | |
| MTH | D | 2.4% | |
| SKYW | A | 2.38% | |
| SHAK | A | 2.33% | |
| OLLI | C | 2.29% | |
| MHO | D | 2.17% | |
| TJX | D | 2.17% | |
| GPI | C | 2.01% | |
| GRBK | D | 1.97% | |
| LNW | D | 1.88% | |
| SKY | C | 1.87% | |
| TMHC | A | 1.72% | |
| LAMR | B | 1.51% | |
| TPH | D | 1.41% | |
| LTH | D | 1.34% | |
| CCS | F | 1.32% | |
| PLCE | B | 1.26% | |
| DFH | F | 1.06% | |
| GIII | C | 0.98% | |
| GOLF | D | 0.96% | |
| SNBR | F | 0.78% |
PEZ Underweight 47 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -2.71% | |
| TOST | A | -2.39% | |
| KMI | B | -2.34% | |
| RL | B | -2.28% | |
| T | A | -2.19% | |
| PCAR | C | -2.17% | |
| SNAP | B | -2.16% | |
| CHRW | C | -2.11% | |
| XEL | A | -2.11% | |
| EBAY | D | -2.11% | |
| BBY | D | -2.09% | |
| CARR | D | -2.08% | |
| INTC | C | -2.08% | |
| SO | C | -2.06% | |
| HPQ | B | -2.05% | |
| CLX | B | -2.04% | |
| ECL | C | -2.02% | |
| NOC | D | -2.01% | |
| CAH | B | -1.99% | |
| DGX | B | -1.99% | |
| LMT | D | -1.99% | |
| AMCR | D | -1.98% | |
| IP | A | -1.98% | |
| VZ | D | -1.98% | |
| BALL | F | -1.97% | |
| HSIC | D | -1.97% | |
| SHW | D | -1.97% | |
| EIX | D | -1.96% | |
| STX | D | -1.94% | |
| KHC | D | -1.93% | |
| TFX | F | -1.93% | |
| CHD | B | -1.93% | |
| CTSH | D | -1.92% | |
| ODFL | A | -1.91% | |
| MMM | D | -1.9% | |
| MOS | B | -1.89% | |
| HRL | F | -1.88% | |
| SJM | F | -1.88% | |
| EPAM | F | -1.87% | |
| HII | F | -1.84% | |
| KMB | D | -1.84% | |
| CPB | D | -1.83% | |
| TSN | D | -1.82% | |
| LYB | F | -1.77% | |
| KMX | F | -1.71% | |
| SIRI | C | -1.59% | |
| DG | F | -1.28% |
PEZ: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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