UPGD vs. ACSI ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to American Customer Satisfaction Core Alpha ETF (ACSI)
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
$71.38
Average Daily Volume
1,760
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
ACSI
American Customer Satisfaction Core Alpha ETF
ACSI Description
American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).Grade (RS Rating)
Last Trade
$57.94
Average Daily Volume
221
Number of Holdings
*
33
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | ACSI |
---|---|---|
30 Days | 1.49% | 1.37% |
60 Days | 6.68% | 6.44% |
90 Days | 8.69% | 3.93% |
12 Months | 34.39% | 34.41% |
UPGD Underweight 31 Positions Relative to ACSI
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -6.95% | |
COST | C | -6.9% | |
GOOG | B | -4.75% | |
AMZN | C | -4.49% | |
JPM | D | -4.41% | |
MSFT | D | -4.38% | |
KDP | C | -4.22% | |
UNH | B | -3.49% | |
AIG | F | -3.2% | |
TMUS | A | -3.16% | |
VZ | A | -3.0% | |
MSI | A | -2.86% | |
NFLX | A | -2.83% | |
META | A | -2.61% | |
ALK | B | -2.59% | |
AEO | B | -2.54% | |
HUM | F | -2.53% | |
LEVI | B | -2.52% | |
ORLY | A | -2.48% | |
HLT | A | -2.43% | |
TSCO | A | -2.42% | |
YUM | A | -2.41% | |
SKX | B | -2.3% | |
TSLA | C | -2.3% | |
TXRH | A | -2.28% | |
MS | B | -2.24% | |
FDX | D | -2.01% | |
SCHW | D | -1.89% | |
ATO | A | -1.47% | |
DUK | A | -1.41% | |
BRK.A | C | -1.36% |
UPGD: Top Represented Industries & Keywords
Industries:
Auto & Truck Dealerships
Broadcasting - Radio
Diversified Industrials
Household & Personal Products
Information Technology Services
Integrated Shipping & Logistics
Medical Distribution
Packaged Foods
Semiconductors
Telecom Services
Keywords:
S&P 500
Mobile Devices
Aerospace
Aerospace Market
Aerospace Markets
Air Conditioning
Air Handler
Applied Sciences
Auction
Auto Finance
Batteries
Battery Charger
Big Box Store
Bleach
Bleach Products
Breakfast Cereal
Broadband
Broadcasting
Business Process Management
Business Process Services
ACSI: Top Represented Industries & Keywords
Industries:
Specialty Retail
Telecom Services
Capital Markets
Health Care Plans
Insurance - Diversified
Internet Content & Information
Restaurants
Airlines
Apparel Manufacturing
Apparel Stores
Auto Manufacturers
Banks - Global
Beverages - Soft Drinks
Communication Equipment
Consumer Electronics
Discount Stores
Footwear & Accessories
Household & Personal Products
Integrated Shipping & Logistics
Lodging