UPGD vs. LRGE ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to ClearBridge Large Cap Growth ESG ETF (LRGE)
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
LRGE
ClearBridge Large Cap Growth ESG ETF
LRGE Description
The investment seeks long-term capital appreciation through investing in large-capitalization companies with the potential for high future earnings growth. Under normal circumstances, the fund seeks to meet its investment objective by investing at least 80% of its net assets, plus borrowings for investment purposes, if any, in equity securities or other instruments with similar economic characteristics of U.S. companies with large market capitalizations that meet its financial and environmental, social and governance (ESG) criteria.Grade (RS Rating)
Last Trade
$76.09
Average Daily Volume
11,457
Number of Holdings
*
39
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | LRGE |
|---|---|---|
| 30 Days | 3.42% | 1.76% |
| 60 Days | 4.83% | 5.28% |
| 90 Days | 5.85% | 6.44% |
| 12 Months | 33.71% | 34.12% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UPGD | Weight in LRGE | Overlap | |
|---|---|---|---|---|---|
| SHW | B | 2.0% | 1.73% | 1.73% |
UPGD Overweight 47 Positions Relative to LRGE
| 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% | |
| 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% | |
| 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 38 Positions Relative to LRGE
| Symbol | Grade | Weight | |
|---|---|---|---|
| NVDA | B | -10.28% | |
| AMZN | C | -7.64% | |
| MSFT | D | -6.86% | |
| V | A | -4.88% | |
| META | D | -4.85% | |
| AAPL | C | -4.76% | |
| NFLX | A | -3.75% | |
| UNH | B | -2.77% | |
| PANW | B | -2.73% | |
| CRM | B | -2.54% | |
| GWW | B | -2.27% | |
| ETN | A | -2.12% | |
| PYPL | B | -2.01% | |
| ISRG | A | -2.01% | |
| UBER | F | -1.91% | |
| TMO | F | -1.9% | |
| TSM | B | -1.81% | |
| LLY | F | -1.78% | |
| EQIX | A | -1.73% | |
| INTU | B | -1.73% | |
| SPGI | C | -1.7% | |
| ADBE | C | -1.69% | |
| GOOGL | C | -1.68% | |
| HON | C | -1.53% | |
| ACN | B | -1.51% | |
| MMC | B | -1.49% | |
| UNP | C | -1.49% | |
| ASML | F | -1.49% | |
| TSLA | B | -1.47% | |
| SYK | B | -1.43% | |
| WDAY | B | -1.41% | |
| ZTS | D | -1.39% | |
| TGT | F | -1.39% | |
| MNST | C | -1.24% | |
| ICE | C | -0.91% | |
| ABNB | C | -0.77% | |
| NEE | C | -0.64% | |
| SBUX | A | -0.57% |
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
LRGE: Top Represented Industries & Keywords
Industries:
Software - Application
Credit Services
Internet Content & Information
Semiconductors
Auto Manufacturers
Beverages - Soft Drinks
Capital Markets
Consumer Electronics
Diagnostics & Research
Discount Stores
Diversified Industrials
Drug Manufacturers - Major
Drug Manufacturers - Specialty & Generic
Financial Data & Stock Exchanges
Health Care Plans
Industrial Distribution
Information Technology Services
Insurance Brokers
Internet Content & Information
Media - Diversified
Keywords:
S&P 500
Nasdaq 100
Dow Jones Component
Computing
Mobile Devices
Work From Home
Cloud Computing
Hyperscale
Renewable Energy
Smartphones
Software
E-Commerce
Online Shopping
Operating System
Payment Systems
Risk Management
Subscription Services
Animal Health
Artificial Intelligence
Bank Account
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