UPGD vs. JAVA ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to JPMorgan Active Value ETF (JAVA)
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
JAVA
JPMorgan Active Value ETF
JAVA Description
JPMorgan Active Value ETF is a transparent and actively managed fund that falls within the J.P. Morgan Global Equities platform. The fund invests primarily in large-cap equities using a bottom-up approach to select stocks that have an attractive value base and the potential for capital appreciation.Grade (RS Rating)
Last Trade
$67.38
Average Daily Volume
344,743
Number of Holdings
*
173
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | JAVA |
|---|---|---|
| 30 Days | 3.42% | 3.68% |
| 60 Days | 4.83% | 5.93% |
| 90 Days | 5.85% | 7.81% |
| 12 Months | 33.71% | 30.12% |
10 Overlapping Holdings
UPGD Overweight 38 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 3.59% | |
| TOST | B | 3.14% | |
| CVNA | B | 2.98% | |
| KMI | A | 2.53% | |
| RL | C | 2.33% | |
| T | A | 2.24% | |
| EPAM | B | 2.22% | |
| PCAR | B | 2.22% | |
| CLX | A | 2.14% | |
| SNAP | D | 2.12% | |
| CHRW | B | 2.08% | |
| CHD | A | 2.05% | |
| 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% | |
| ECL | D | 1.9% | |
| EIX | B | 1.9% | |
| LMT | D | 1.83% | |
| KMB | C | 1.79% | |
| KMX | B | 1.78% | |
| AMCR | C | 1.77% | |
| MOS | F | 1.76% | |
| SJM | D | 1.74% | |
| HRL | D | 1.73% | |
| KHC | F | 1.67% | |
| LYB | F | 1.64% | |
| CPB | D | 1.64% | |
| TFX | F | 1.56% | |
| SIRI | C | 1.46% | |
| HII | F | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 163 Positions Relative to JAVA
| Symbol | Grade | Weight | |
|---|---|---|---|
| WFC | A | -2.96% | |
| BRK.A | B | -2.4% | |
| UNH | B | -2.33% | |
| BAC | A | -2.25% | |
| XOM | B | -1.99% | |
| PM | B | -1.71% | |
| CVX | A | -1.69% | |
| BMY | B | -1.65% | |
| ABBV | F | -1.57% | |
| CSX | C | -1.52% | |
| FI | A | -1.31% | |
| MCD | D | -1.28% | |
| WDC | D | -1.24% | |
| LOW | C | -1.17% | |
| SQ | A | -1.16% | |
| WMT | A | -1.11% | |
| MU | D | -1.1% | |
| FCNCA | A | -1.09% | |
| COP | C | -1.05% | |
| TFC | A | -1.02% | |
| PFGC | B | -0.99% | |
| SCHW | B | -0.96% | |
| MS | A | -0.95% | |
| HPE | B | -0.93% | |
| CMCSA | B | -0.92% | |
| APD | A | -0.92% | |
| MET | A | -0.87% | |
| TXN | C | -0.82% | |
| ETN | A | -0.81% | |
| CVS | D | -0.8% | |
| ADI | D | -0.78% | |
| C | A | -0.78% | |
| DLR | B | -0.77% | |
| REGN | F | -0.76% | |
| CPAY | A | -0.76% | |
| GD | D | -0.75% | |
| DOV | A | -0.75% | |
| DIS | B | -0.71% | |
| HD | B | -0.71% | |
| UPS | C | -0.69% | |
| TJX | A | -0.69% | |
| AXP | A | -0.68% | |
| AXTA | B | -0.68% | |
| FITB | B | -0.68% | |
| MSFT | D | -0.67% | |
| NEE | C | -0.67% | |
| MCK | A | -0.67% | |
| EOG | A | -0.67% | |
| VMC | B | -0.65% | |
| EQIX | A | -0.64% | |
| AMZN | C | -0.63% | |
| VRTX | D | -0.62% | |
| RTX | D | -0.61% | |
| JNJ | C | -0.6% | |
| CRM | B | -0.6% | |
| MTB | A | -0.59% | |
| CCL | A | -0.59% | |
| BX | A | -0.57% | |
| PG | C | -0.56% | |
| PNC | B | -0.56% | |
| MDLZ | F | -0.55% | |
| CB | C | -0.53% | |
| BLK | B | -0.53% | |
| PH | A | -0.52% | |
| PEG | A | -0.52% | |
| GS | A | -0.51% | |
| EMR | B | -0.51% | |
| FDX | B | -0.51% | |
| UNP | C | -0.49% | |
| BJ | A | -0.47% | |
| AZO | C | -0.46% | |
| BSX | A | -0.46% | |
| GOOG | C | -0.46% | |
| NXPI | D | -0.45% | |
| LUV | C | -0.44% | |
| CMS | C | -0.44% | |
| CI | D | -0.43% | |
| ARES | A | -0.43% | |
| TMO | F | -0.43% | |
| DE | B | -0.42% | |
| HIG | B | -0.41% | |
| MHK | D | -0.4% | |
| HON | C | -0.39% | |
| MDT | D | -0.38% | |
| COF | C | -0.38% | |
| EQT | B | -0.38% | |
| LH | B | -0.37% | |
| LYV | A | -0.37% | |
| ORLY | B | -0.37% | |
| META | D | -0.36% | |
| OC | A | -0.36% | |
| ROST | D | -0.36% | |
| FCX | F | -0.35% | |
| PEP | F | -0.34% | |
| RRX | B | -0.34% | |
| CME | B | -0.33% | |
| BKNG | A | -0.33% | |
| DAL | B | -0.32% | |
| VTR | B | -0.32% | |
| GPK | C | -0.32% | |
| AMD | F | -0.31% | |
| FIS | C | -0.3% | |
| DELL | B | -0.3% | |
| WCC | B | -0.29% | |
| D | C | -0.29% | |
| CC | C | -0.29% | |
| TPR | B | -0.28% | |
| LW | C | -0.28% | |
| BIIB | F | -0.28% | |
| DFS | B | -0.28% | |
| BDX | F | -0.28% | |
| MMC | B | -0.28% | |
| MCHP | F | -0.27% | |
| NI | A | -0.27% | |
| G | B | -0.27% | |
| TT | A | -0.27% | |
| GLW | B | -0.26% | |
| RSG | A | -0.26% | |
| IBM | C | -0.26% | |
| HES | B | -0.25% | |
| RJF | A | -0.24% | |
| ELS | C | -0.24% | |
| AES | F | -0.24% | |
| GEV | B | -0.24% | |
| ELAN | D | -0.24% | |
| BMRN | F | -0.23% | |
| SBAC | D | -0.23% | |
| LLY | F | -0.23% | |
| HUM | C | -0.23% | |
| GNTX | C | -0.23% | |
| UHS | D | -0.23% | |
| TXT | D | -0.23% | |
| Z | A | -0.22% | |
| AA | A | -0.22% | |
| MRK | D | -0.22% | |
| KTB | B | -0.21% | |
| MIDD | C | -0.21% | |
| SLGN | A | -0.21% | |
| BA | F | -0.21% | |
| TMUS | B | -0.21% | |
| FMC | D | -0.2% | |
| HST | C | -0.2% | |
| OUT | A | -0.19% | |
| ADM | D | -0.18% | |
| ETR | B | -0.18% | |
| LPLA | A | -0.17% | |
| GLOB | B | -0.17% | |
| NVT | B | -0.17% | |
| PFE | F | -0.17% | |
| VNO | C | -0.17% | |
| AFRM | A | -0.16% | |
| JEF | A | -0.16% | |
| AVB | B | -0.16% | |
| ORCL | A | -0.15% | |
| UBER | F | -0.14% | |
| FSLR | F | -0.14% | |
| PLD | F | -0.13% | |
| PINS | F | -0.13% | |
| OSCR | D | -0.11% | |
| AAL | B | -0.1% | |
| MTG | C | -0.1% | |
| BC | C | -0.1% | |
| CHTR | C | -0.07% |
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
JAVA: Top Represented Industries & Keywords
Industries:
Drug Manufacturers - Major
Diversified Industrials
Semiconductors
Aerospace & Defense
Banks - Regional - US
Capital Markets
Asset Management
Business Services
Health Care Plans
Information Technology Services
Oil & Gas E&P
Packaging & Containers
Specialty Retail
Utilities - Diversified
Airlines
Banks - Global
Biotechnology
Credit Services
Internet Content & Information
Software - Application
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