UPGD vs. PKB ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to PowerShares Dynamic Build & Construction (PKB)
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
$65.88
Average Daily Volume
2,479
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
PKB
PowerShares Dynamic Build & Construction
PKB Description
The PowerShares Dynamic Building & Construction Portfolio (Fund) is based on the Dynamic Building & Construction IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US building and construction companies. These are companies that are primarily engaged in providing construction and related engineering services for building and remodeling residential properties, commercial or industrial buildings, or working on large-scale infrastructure projects, such as highways, tunnels, bridges, dams, power lines, and airports. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$66.29
Average Daily Volume
29,496
Number of Holdings
*
28
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | PKB |
---|---|---|
30 Days | 1.04% | -4.84% |
60 Days | 0.65% | -8.23% |
90 Days | 0.76% | -10.01% |
12 Months | 16.70% | 27.56% |
1 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in PKB | Overlap | |
---|---|---|---|---|---|
TT | B | 2.28% | 5.26% | 2.28% |
UPGD Underweight 27 Positions Relative to PKB
Symbol | Grade | Weight | |
---|---|---|---|
HD | C | -5.38% | |
VMC | D | -5.06% | |
CSL | C | -5.06% | |
PHM | D | -5.02% | |
TSCO | D | -4.92% | |
MLM | D | -4.89% | |
USLM | C | -2.96% | |
TPC | C | -2.89% | |
KBH | D | -2.84% | |
STRL | D | -2.77% | |
APOG | D | -2.76% | |
KNF | C | -2.76% | |
TPH | D | -2.75% | |
AWI | D | -2.75% | |
GFF | D | -2.74% | |
OC | D | -2.73% | |
TOL | D | -2.71% | |
SWX | D | -2.69% | |
TILE | D | -2.67% | |
BLD | D | -2.67% | |
EME | D | -2.66% | |
MTH | D | -2.66% | |
EXP | D | -2.62% | |
LPX | D | -2.6% | |
ROAD | D | -2.57% | |
AZEK | D | -2.52% | |
NX | F | -2.5% |
UPGD: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Computer Systems
Diversified Industrials
Electronics Distribution
Internet Content & Information
Oil & Gas Midstream
Packaging & Containers
Specialty Industrial Machinery
Utilities - Independent Power Producers
Keywords:
S&P 500
Air Conditioning
Electricity
Heating
Refrigeration
Ventilating
Applied Sciences
Biomass
Fossil Fuel
Heat Pump
Laser
Refrigerant
Adhesives
Advertising Products
Air Conditioning Systems
Air Handler
Asset Management Services
Business Intelligence
Business Intelligence Solutions
Camera
PKB: Top Represented Industries & Keywords