SOLR vs. UPGD ETF Comparison
Comparison of SmartETFs Sustainable Energy II ETF (SOLR) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
SOLR
SmartETFs Sustainable Energy II ETF
SOLR Description
SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$28.77
Average Daily Volume
248
19
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 | SOLR | UPGD |
|---|---|---|
| 30 Days | 5.76% | 2.57% |
| 60 Days | 7.21% | 8.43% |
| 90 Days | 4.11% | 8.28% |
| 12 Months | 15.74% | 34.25% |
0 Overlapping Holdings
| Symbol | Grade | Weight in SOLR | Weight in UPGD | Overlap |
|---|
SOLR Overweight 19 Positions Relative to UPGD
SOLR: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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