SRHQ vs. UPGD ETF Comparison

Comparison of SRH U.S. Quality ETF (SRHQ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
SRHQ

SRH U.S. Quality ETF

SRHQ Description

SRH U.S. Quality ETF is an exchange traded fund launched and managed by Paralel Advisors LLC. The fund is co-managed by Vident Investment Advisory, LLC. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the SRH U.S. Quality Index, by using full replication technique. SRH U.S. Quality ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$38.27

Average Daily Volume

7,828

Number of Holdings *

61

* 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 SRHQ UPGD
30 Days 1.97% 3.42%
60 Days 3.29% 4.83%
90 Days 4.71% 5.85%
12 Months 28.89% 33.71%
2 Overlapping Holdings
Symbol Grade Weight in SRHQ Weight in UPGD Overlap
CAH B 1.63% 2.09% 1.63%
HII F 1.02% 1.43% 1.02%
SRHQ Overweight 59 Positions Relative to UPGD
Symbol Grade Weight
CNX A 2.49%
UTHR C 2.37%
GDDY A 2.36%
FOXA A 2.2%
EME A 2.16%
COKE C 2.16%
CBRE B 2.06%
AIT B 2.05%
G B 2.05%
CIEN C 2.04%
JLL D 2.03%
EXTR C 2.01%
PYPL B 1.91%
NDAQ A 1.91%
AVGO D 1.89%
LDOS C 1.83%
BOX B 1.81%
TPR B 1.8%
UNH B 1.8%
CPAY A 1.79%
CACI D 1.79%
FHI B 1.77%
OC A 1.77%
SLGN A 1.69%
CBOE C 1.69%
NVR D 1.67%
EXP B 1.67%
LH B 1.65%
IT C 1.65%
IRDM D 1.65%
DBX B 1.64%
ORLY B 1.63%
HD B 1.62%
ENS F 1.54%
AZO C 1.52%
COR B 1.51%
CMCSA B 1.5%
MAS D 1.48%
KEYS A 1.46%
JBL C 1.45%
ESNT F 1.42%
FUL F 1.41%
EEFT B 1.4%
DXC B 1.4%
UPS C 1.38%
J D 1.38%
CAG F 1.36%
TGT F 1.34%
QLYS B 1.3%
TKR D 1.29%
ASGN F 1.24%
NSIT F 1.22%
CACC D 1.22%
AKAM D 1.2%
HUM C 1.18%
ELV F 1.17%
PII F 1.01%
NSP F 1.01%
TNET F 1.0%
SRHQ Underweight 46 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.48%
CVNA B -3.0%
TOST B -2.95%
KMI A -2.45%
SNAP D -2.37%
RL C -2.36%
EPAM B -2.28%
PCAR B -2.28%
IP A -2.25%
INTC C -2.2%
T A -2.15%
ODFL C -2.15%
XEL A -2.15%
CARR C -2.06%
CLX A -2.06%
SHW B -2.05%
CHRW B -2.04%
HPQ B -2.01%
CTSH B -2.0%
EBAY C -2.0%
CHD A -1.98%
NOC D -1.98%
DGX A -1.97%
MMM D -1.94%
LMT D -1.94%
BBY D -1.93%
ECL D -1.91%
SO C -1.9%
MOS F -1.89%
EIX B -1.87%
VZ C -1.85%
HSIC C -1.84%
STX C -1.83%
SJM D -1.77%
BALL F -1.77%
AMCR C -1.77%
HRL D -1.76%
TSN B -1.75%
KMX B -1.75%
KHC F -1.73%
KMB C -1.73%
CPB D -1.66%
LYB F -1.65%
SIRI C -1.58%
TFX F -1.56%
DG F -1.16%
Compare ETFs