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
$74.83
Average Daily Volume
1,729
Number of Holdings
*
48
* 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
$29.46
Average Daily Volume
408
Number of Holdings
*
120
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | QMID |
|---|---|---|
| 30 Days | 5.22% | 7.22% |
| 60 Days | 5.30% | 7.01% |
| 90 Days | 7.09% | 7.88% |
| 12 Months | 35.27% |
UPGD Overweight 46 Positions Relative to QMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 3.59% | |
| TOST | B | 3.14% | |
| CVNA | B | 2.98% | |
| KMI | A | 2.53% | |
| RL | B | 2.33% | |
| IP | B | 2.28% | |
| T | A | 2.24% | |
| PCAR | B | 2.22% | |
| XEL | A | 2.22% | |
| INTC | D | 2.21% | |
| CLX | B | 2.14% | |
| SNAP | C | 2.12% | |
| CAH | B | 2.09% | |
| CHRW | C | 2.08% | |
| CHD | B | 2.05% | |
| CARR | D | 2.03% | |
| HSIC | B | 2.02% | |
| DGX | A | 2.02% | |
| HPQ | B | 2.02% | |
| ODFL | B | 2.01% | |
| EBAY | D | 2.0% | |
| SHW | A | 2.0% | |
| VZ | C | 1.96% | |
| BBY | D | 1.95% | |
| TSN | B | 1.94% | |
| SO | D | 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 | D | 1.81% | |
| KMB | D | 1.79% | |
| KMX | B | 1.78% | |
| AMCR | D | 1.77% | |
| STX | D | 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% | |
| HII | D | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 118 Positions Relative to QMID
| Symbol | Grade | Weight | |
|---|---|---|---|
| UI | A | -1.83% | |
| PODD | C | -1.67% | |
| UTHR | C | -1.6% | |
| DOCU | A | -1.54% | |
| COHR | B | -1.5% | |
| FIX | A | -1.44% | |
| CASY | A | -1.41% | |
| TOL | B | -1.41% | |
| CHWY | B | -1.29% | |
| CLH | B | -1.27% | |
| PFGC | B | -1.26% | |
| LBRDK | C | -1.25% | |
| PAYC | B | -1.21% | |
| TXRH | C | -1.2% | |
| JKHY | D | -1.17% | |
| TTEK | F | -1.16% | |
| HLI | B | -1.16% | |
| SAIA | B | -1.15% | |
| PCTY | B | -1.11% | |
| COKE | C | -1.1% | |
| MGM | D | -1.09% | |
| TECH | D | -1.08% | |
| BJ | A | -1.08% | |
| GNRC | B | -1.08% | |
| EVR | B | -1.08% | |
| LW | C | -1.07% | |
| LECO | B | -1.04% | |
| KNSL | B | -1.02% | |
| AAON | B | -1.01% | |
| MEDP | D | -1.0% | |
| MUSA | A | -0.98% | |
| WCC | B | -0.98% | |
| FND | C | -0.97% | |
| LAD | A | -0.96% | |
| MLI | C | -0.95% | |
| CRL | C | -0.95% | |
| CHDN | B | -0.95% | |
| MKTX | D | -0.94% | |
| EXEL | B | -0.93% | |
| ALSN | B | -0.93% | |
| EXP | A | -0.93% | |
| TPX | B | -0.89% | |
| TKO | B | -0.88% | |
| DBX | B | -0.86% | |
| SKX | D | -0.84% | |
| WING | D | -0.84% | |
| PEN | B | -0.83% | |
| BRBR | A | -0.82% | |
| CNM | D | -0.82% | |
| TTC | D | -0.81% | |
| GPK | C | -0.8% | |
| ENSG | D | -0.78% | |
| PR | B | -0.77% | |
| APPF | B | -0.76% | |
| BRKR | D | -0.76% | |
| UFPI | B | -0.76% | |
| DINO | D | -0.76% | |
| TREX | C | -0.75% | |
| CHE | D | -0.74% | |
| APA | D | -0.74% | |
| MTCH | D | -0.74% | |
| ONTO | D | -0.73% | |
| RLI | B | -0.73% | |
| OLED | D | -0.72% | |
| SSD | D | -0.72% | |
| MTDR | B | -0.72% | |
| HLNE | B | -0.71% | |
| TMHC | B | -0.71% | |
| EXLS | B | -0.69% | |
| SAIC | F | -0.69% | |
| HALO | F | -0.68% | |
| DAR | C | -0.68% | |
| SITE | D | -0.67% | |
| CMC | B | -0.65% | |
| CHH | A | -0.65% | |
| OMF | A | -0.65% | |
| LSTR | D | -0.64% | |
| AM | A | -0.64% | |
| BYD | C | -0.64% | |
| WSC | D | -0.63% | |
| SPSC | C | -0.63% | |
| LSCC | D | -0.63% | |
| ELF | C | -0.63% | |
| AN | C | -0.62% | |
| MTH | D | -0.6% | |
| BMI | B | -0.6% | |
| DDS | B | -0.59% | |
| AGCO | D | -0.59% | |
| VNT | B | -0.58% | |
| CROX | D | -0.58% | |
| KBH | D | -0.57% | |
| AMKR | D | -0.57% | |
| COOP | B | -0.57% | |
| CLF | F | -0.57% | |
| THO | B | -0.55% | |
| MGY | A | -0.54% | |
| CHRD | D | -0.54% | |
| ETSY | D | -0.54% | |
| NXST | C | -0.53% | |
| ABG | B | -0.53% | |
| BCC | B | -0.52% | |
| LNTH | D | -0.51% | |
| IBP | D | -0.51% | |
| DY | D | -0.49% | |
| CRUS | D | -0.48% | |
| SM | B | -0.48% | |
| OLN | D | -0.47% | |
| EXPO | D | -0.47% | |
| TNET | D | -0.46% | |
| FIVE | F | -0.46% | |
| QLYS | C | -0.44% | |
| CIVI | D | -0.43% | |
| ZI | D | -0.36% | |
| OPCH | D | -0.34% | |
| PBF | D | -0.34% | |
| ALGM | D | -0.33% | |
| ATKR | C | -0.25% | |
| NFE | D | -0.1% |
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
QMID: Top Represented Industries & Keywords
Industries:
Oil & Gas E&P
Software - Application
Specialty Retail
Biotechnology
Building Materials
Business Services
Diagnostics & Research
Residential Construction
Semiconductors
Auto & Truck Dealerships
Capital Markets
Engineering & Construction
Industrial Distribution
Scientific & Technical Instruments
Tools & Accessories
Diversified Industrials
Footwear & Accessories
Information Technology Services
Insurance - Property & Casualty
Lumber & Wood Production
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