UPGD vs. DIV ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Global X Super Dividend ETF (DIV)
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
$74.13
Average Daily Volume
1,708
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
DIV
Global X Super Dividend ETF
DIV Description
The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the INDXX SuperDividendTM U.S. Low Volatility Index. The fund invests at least 80% of its total assets in the securities of the underlying index. It also invests at least 80% of its total assets in dividend yielding U.S. securities. The underlying index tracks the performance of 50 equally weighted common stocks, MLPs and REITs that rank among the highest dividend yielding equity securities in the United States, as defined by INDXX, LLC. The fund is non-diversified.Grade (RS Rating)
Last Trade
$19.21
Average Daily Volume
145,669
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | DIV |
---|---|---|
30 Days | 3.42% | 3.28% |
60 Days | 4.83% | 4.36% |
90 Days | 5.85% | 5.58% |
12 Months | 33.71% | 24.10% |
UPGD Overweight 42 Positions Relative to DIV
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | 3.59% | |
TOST | B | 3.14% | |
CVNA | B | 2.98% | |
RL | C | 2.33% | |
EPAM | B | 2.22% | |
PCAR | B | 2.22% | |
XEL | A | 2.22% | |
INTC | C | 2.21% | |
CLX | A | 2.14% | |
SNAP | D | 2.12% | |
CAH | B | 2.09% | |
CHRW | B | 2.08% | |
CHD | A | 2.05% | |
CARR | C | 2.03% | |
HSIC | C | 2.02% | |
DGX | A | 2.02% | |
HPQ | B | 2.02% | |
ODFL | C | 2.01% | |
EBAY | D | 2.0% | |
SHW | B | 2.0% | |
BBY | D | 1.95% | |
TSN | B | 1.94% | |
SO | C | 1.92% | |
MMM | D | 1.92% | |
CTSH | B | 1.91% | |
ECL | D | 1.9% | |
EIX | B | 1.9% | |
NOC | D | 1.84% | |
LMT | D | 1.83% | |
BALL | F | 1.81% | |
KMB | C | 1.79% | |
KMX | B | 1.78% | |
AMCR | C | 1.77% | |
STX | C | 1.77% | |
MOS | F | 1.76% | |
SJM | D | 1.74% | |
HRL | D | 1.73% | |
CPB | D | 1.64% | |
TFX | F | 1.56% | |
SIRI | C | 1.46% | |
HII | F | 1.38% | |
DG | F | 1.19% |
UPGD Underweight 42 Positions Relative to DIV
Symbol | Grade | Weight | |
---|---|---|---|
VIRT | A | -3.96% | |
SR | A | -2.88% | |
NHI | D | -2.75% | |
PM | B | -2.68% | |
MO | A | -2.59% | |
OHI | C | -2.41% | |
OGE | A | -2.38% | |
D | C | -2.32% | |
LTC | B | -2.29% | |
DUK | C | -2.28% | |
MPLX | A | -2.23% | |
CBL | B | -2.21% | |
AGR | A | -2.14% | |
NWE | B | -2.11% | |
NWN | A | -2.1% | |
IBM | C | -2.09% | |
AVA | A | -2.09% | |
DEA | D | -2.04% | |
TFSL | A | -2.03% | |
GLPI | C | -2.02% | |
UVV | B | -2.01% | |
EBF | F | -1.99% | |
GLP | A | -1.98% | |
CTRA | B | -1.95% | |
CCOI | B | -1.92% | |
UHT | D | -1.92% | |
WEN | D | -1.9% | |
WLKP | A | -1.89% | |
ALX | D | -1.82% | |
ABBV | F | -1.79% | |
PFE | F | -1.78% | |
USAC | B | -1.78% | |
CAPL | C | -1.73% | |
SPH | C | -1.63% | |
WU | F | -1.55% | |
SFL | D | -1.54% | |
CHRD | D | -1.52% | |
DOW | F | -1.52% | |
CHCT | C | -1.29% | |
BRY | F | -1.24% | |
ARLP | A | -1.16% | |
FRO | D | -0.7% |
UPGD: Top Represented Industries & Keywords
Industries:
Packaged Foods
Aerospace & Defense
Household & Personal Products
Packaging & Containers
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Information Technology Services
Medical Distribution
Software - Infrastructure
Telecom Services
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Broadcasting - Radio
Building Products & Equipment
Computer Systems
Data Storage
Diagnostics & Research
Discount Stores
DIV: Top Represented Industries & Keywords
Industries:
REIT - Healthcare Facilities
Oil & Gas E&P
Oil & Gas Midstream
Telecom Services
Tobacco
Utilities - Diversified
Utilities - Regulated Electric
Utilities - Regulated Gas
Chemicals
Drug Manufacturers - Major
REIT - Retail
Shipping & Ports
Banks - Regional - US
Business Equipment
Capital Markets
Coal
Credit Services
Information Technology Services
Oil & Gas Equipment & Services
Oil & Gas Refining & Marketing
Keywords:
S&P 500
Natural Gas
Electricity
Real Estate Investment Trust
Crude Oil
Natural Gas Storage
Tobacco Products
Assisted Living
Broadband
Chemical Substances
Cigar
Cigarette
Dow Jones Component
Fuel
Gas Transmission
Internet Access
Natural Gas Transmission
Petroleum Industry
Propane
Real Estate Investment