RENW vs. UPGD ETF Comparison
Comparison of Harbor Energy Transition Strategy ETF (RENW) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
RENW
Harbor Energy Transition Strategy ETF
RENW Description
The investment seeks to track the performance, before fees and expenses, of the Morningstar® North America Renewable EnergySM Index (the index). Under normal circumstances, at least 80% of the fund's total assets (exclusive of any collateral held from securities lending) will be invested in the component securities of the index. The index is a rules-based, modified equal-weighted, liquidity-adjusted index of U.S. and Canadian-listed common stocks of companies in North America that are leaders in the transition to a low-carbon economy. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$13.39
Average Daily Volume
443
8
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 | RENW | UPGD |
|---|---|---|
| 30 Days | 2.01% | 5.22% |
| 60 Days | 5.10% | 5.30% |
| 90 Days | 3.27% | 7.09% |
| 12 Months | -3.71% | 35.27% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RENW | Weight in UPGD | Overlap | |
|---|---|---|---|---|---|
| EIX | B | 2.19% | 1.9% | 1.9% |
RENW 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% | |
| RL | B | -2.33% | |
| 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% | |
| 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% |
RENW: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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