UPGD vs. JGRW ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Trust for Professional Managers Jensen Quality Growth ETF (JGRW)
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
JGRW
Trust for Professional Managers Jensen Quality Growth ETF
JGRW Description
To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.57
Average Daily Volume
40,345
Number of Holdings
*
27
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | JGRW |
|---|---|---|
| 30 Days | 3.42% | 0.50% |
| 60 Days | 4.83% | 0.78% |
| 90 Days | 5.85% | 2.20% |
| 12 Months | 33.71% |
UPGD Overweight 46 Positions Relative to JGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 3.59% | |
| TOST | B | 3.14% | |
| CVNA | B | 2.98% | |
| KMI | A | 2.53% | |
| RL | C | 2.33% | |
| IP | A | 2.28% | |
| T | A | 2.24% | |
| 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% | |
| VZ | C | 1.96% | |
| 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% | |
| 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% | |
| 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 25 Positions Relative to JGRW
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -7.33% | |
| AAPL | C | -7.2% | |
| ACN | B | -7.15% | |
| INTU | B | -6.11% | |
| SYK | B | -5.97% | |
| MMC | B | -5.88% | |
| GOOGL | C | -5.67% | |
| ADP | A | -4.35% | |
| MA | B | -4.34% | |
| UNH | B | -3.83% | |
| PEP | F | -3.51% | |
| ZTS | D | -3.31% | |
| TXN | C | -3.3% | |
| BR | A | -3.19% | |
| KLAC | F | -2.94% | |
| WM | B | -2.86% | |
| EFX | F | -2.69% | |
| PG | C | -2.6% | |
| JNJ | C | -2.36% | |
| NKE | F | -2.21% | |
| VRSK | A | -1.95% | |
| APH | A | -1.87% | |
| CPRT | B | -1.72% | |
| HD | B | -1.69% | |
| MCD | D | -1.59% |
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
JGRW: Top Represented Industries & Keywords
Industries:
Business Services
Auto & Truck Dealerships
Beverages - Soft Drinks
Consumer Electronics
Credit Services
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Electronic Components
Footwear & Accessories
Health Care Plans
Home Improvement Stores
Household & Personal Products
Information Technology Services
Insurance Brokers
Internet Content & Information
Medical Devices
Packaging & Containers
Restaurants
Semiconductor Equipment & Materials
Semiconductors
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Electronics
Gastrointestinal
Human Resources
Insurance
Operating System
Payment Systems
Smartphones
Transaction Processing
Transaction Processing Services
Beverage
Business Process Outsourcing
Business Process Outsourcing Services
CRM
Cloud Computing
Communication Solutions
Dealer Services
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