RDVY vs. UPGD ETF Comparison
Comparison of First Trust NASDAQ Rising Dividend Achievers ETF (RDVY) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
RDVY Description
The investment seeks investment results that correspond generally to the price and yield (before the fees and expenses) of the NASDAQ US Rising Dividend Achievers Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in securities that comprise the index. The index is composed of the securities of 50 companies with a history of raising their dividends and exhibit the characteristics to continue to do so in the future. The index is designed to provide access to a diversified portfolio of small, mid and large capitalization income producing securities. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$63.72
Average Daily Volume
677,704
49
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 | RDVY | UPGD |
---|---|---|
30 Days | 7.44% | 5.22% |
60 Days | 8.36% | 5.30% |
90 Days | 10.15% | 7.09% |
12 Months | 35.80% | 35.27% |
RDVY Overweight 46 Positions Relative to UPGD
Symbol | Grade | Weight | |
---|---|---|---|
EWBC | A | 2.41% | |
SYF | B | 2.4% | |
SNA | A | 2.38% | |
MLI | C | 2.36% | |
DFS | B | 2.28% | |
STLD | B | 2.26% | |
GRMN | B | 2.26% | |
MTB | A | 2.24% | |
COF | B | 2.23% | |
WSM | B | 2.21% | |
JPM | A | 2.15% | |
BAC | A | 2.15% | |
RF | A | 2.14% | |
RS | B | 2.1% | |
EQH | B | 2.09% | |
CSCO | B | 2.08% | |
CRC | B | 2.07% | |
CF | B | 2.07% | |
JXN | C | 2.06% | |
SLM | A | 2.04% | |
V | A | 2.03% | |
EOG | A | 2.03% | |
FITB | A | 2.02% | |
MGY | A | 2.01% | |
AXP | A | 2.01% | |
ACN | C | 2.0% | |
MA | C | 1.96% | |
XOM | B | 1.96% | |
AFL | B | 1.92% | |
NUE | C | 1.91% | |
HIG | B | 1.91% | |
AAPL | C | 1.89% | |
CB | C | 1.83% | |
MTG | C | 1.83% | |
OMC | C | 1.82% | |
MSFT | F | 1.8% | |
RDN | C | 1.8% | |
LEN | D | 1.74% | |
IPG | D | 1.72% | |
QCOM | F | 1.72% | |
LRCX | F | 1.71% | |
AMAT | F | 1.67% | |
NKE | D | 1.6% | |
DHI | D | 1.6% | |
KLAC | D | 1.53% | |
ELV | F | 1.39% |
RDVY 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% | |
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% | |
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% | |
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% |
RDVY: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords