UPGD vs. QMID ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to WisdomTree U.S. MidCap Quality Growth Fund (QMID)

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

$71.38

Average Daily Volume

1,760

Number of Holdings ^*

* may have additional holdings in another (foreign) market

QMID

WisdomTree U.S. MidCap Quality Growth Fund

QMID Description

Under normal circumstances, the fund invests at least 80% of its net assets in the constituent securities of its index, each of which is a security issued by a mid-cap company, identified in accordance with the index provider"s market-capitalization selection parameters, that is incorporated and headquartered in the United States.

Grade (RS Rating)

Last Trade

$27.54

Average Daily Volume

581

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	UPGD	QMID
30 Days	1.49%	1.07%
60 Days	6.68%	5.89%
90 Days	8.69%	5.47%
12 Months	34.39%

1 Overlapping Holdings

	Symbol	Grade	Weight in UPGD	Weight in QMID	Overlap
	SIRI	C	2.26%	1.34%	1.34%

UPGD Overweight 9 Positions Relative to QMID

Symbol	Grade	Weight
K	B	2.51%
CHRW	A	2.36%
KMX	F	2.33%
LII	C	2.28%
CLX	B	2.27%
CAH	B	2.25%
IBM	B	2.24%
QRVO	F	2.24%
T	A	2.19%

UPGD Underweight 9 Positions Relative to QMID

Symbol	Grade	Weight
UTHR	C	-1.58%
TOL	A	-1.43%
PODD	C	-1.34%
CASY	D	-1.33%
CLH	C	-1.28%
JKHY	A	-1.26%
TTEK	B	-1.24%
COHR	B	-1.23%
FIX	A	-1.22%