PYZ vs. UPGD ETF Comparison

Comparison of PowerShares Dynamic Basic Materials (PYZ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
PYZ

PowerShares Dynamic Basic Materials

PYZ Description

The PowerShares Dynamic Basic Materials Sector Portfolio (Fund) is based on the Dynamic Basic Materials 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 stocks of 60 US basic materials companies. These are companies that are principally engaged in the business of producing raw materials, including paper or wood products, chemicals, construction materials, and mining and metals. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.

Grade (RS Rating)

Last Trade

$97.04

Average Daily Volume

2,416

Number of Holdings *

47

* 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

$73.97

Average Daily Volume

1,708

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period PYZ UPGD
30 Days 0.76% 3.42%
60 Days 4.86% 4.83%
90 Days 6.56% 5.85%
12 Months 24.93% 33.71%
3 Overlapping Holdings
Symbol Grade Weight in PYZ Weight in UPGD Overlap
ECL D 1.92% 1.9% 1.9%
IP A 2.29% 2.28% 2.28%
LYB F 1.68% 1.64% 1.64%
PYZ Overweight 44 Positions Relative to UPGD
Symbol Grade Weight
CRS B 5.12%
RPM A 4.44%
APD A 3.84%
LIN C 3.74%
ATI C 3.72%
AVY F 3.57%
RS B 3.47%
EMN C 2.74%
CF A 2.7%
NUE C 2.69%
LPX B 2.67%
SLVM B 2.43%
SUM B 2.37%
UEC B 2.34%
AA A 2.25%
CBT D 2.13%
CDE C 2.13%
AVNT B 2.11%
CTVA C 1.97%
VVV D 1.94%
ESI B 1.94%
WLK D 1.83%
FCX F 1.8%
PCT C 1.79%
CMC B 1.79%
RGLD C 1.76%
DD C 1.75%
SMG C 1.74%
CENX B 1.73%
NEM D 1.71%
IFF D 1.63%
MP C 1.61%
HL D 1.56%
HWKN B 1.48%
DOW F 1.47%
PRM C 1.36%
BCPC B 1.28%
FUL F 1.18%
MTRN C 1.12%
MTX B 1.08%
NEU D 1.05%
IOSP C 1.01%
SXT C 0.96%
WOR F 0.9%
PYZ 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 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%
CAH B -2.09%
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%
VZ C -1.96%
BBY D -1.95%
TSN B -1.94%
SO C -1.92%
MMM D -1.92%
CTSH B -1.91%
EIX B -1.9%
NOC D -1.84%
LMT D -1.83%
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%
KHC F -1.67%
CPB D -1.64%
TFX F -1.56%
SIRI C -1.46%
HII F -1.38%
DG F -1.19%
Compare ETFs