RULE vs. UPGD ETF Comparison
Comparison of Adaptive Core ETF (RULE) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$21.87
Average Daily Volume
12,842
34
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
$71.34
Average Daily Volume
1,540
10
Performance
| Period | RULE | UPGD |
|---|---|---|
| 30 Days | 1.48% | 2.57% |
| 60 Days | 6.96% | 8.43% |
| 90 Days | -0.23% | 8.28% |
| 12 Months | 20.08% | 34.25% |
1 Overlapping Holdings
| Symbol | Grade | Weight in RULE | Weight in UPGD | Overlap | |
|---|---|---|---|---|---|
| CAH | B | 2.83% | 2.25% | 2.25% |
RULE Overweight 33 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | B | 4.39% | |
| JPST | C | 4.38% | |
| VEEV | C | 3.37% | |
| ISRG | C | 3.2% | |
| MSI | A | 3.16% | |
| NOW | B | 3.15% | |
| CRM | B | 3.13% | |
| META | A | 3.11% | |
| SPHQ | B | 3.1% | |
| SPGI | C | 3.04% | |
| BRO | A | 3.03% | |
| XLG | A | 3.03% | |
| FCNCA | D | 2.98% | |
| BLDR | C | 2.95% | |
| BAX | D | 2.89% | |
| IWF | B | 2.87% | |
| COST | C | 2.86% | |
| AON | A | 2.82% | |
| REGN | D | 2.79% | |
| RMD | C | 2.76% | |
| INTU | F | 2.75% | |
| BK | A | 2.69% | |
| VRSK | D | 2.63% | |
| MSFT | D | 2.63% | |
| CPAY | A | 2.61% | |
| IRM | B | 2.6% | |
| URI | C | 2.56% | |
| WMT | A | 2.4% | |
| NFLX | A | 2.38% | |
| DASH | A | 2.31% | |
| FTNT | A | 2.3% | |
| GPN | F | 2.27% | |
| ADBE | F | 2.06% |
RULE: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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