UPGD vs. QMOM ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to MomentumShares U.S. Quantitative Momentum ETF (QMOM)
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

$73.18

Average Daily Volume

1,700

Number of Holdings *

48

* may have additional holdings in another (foreign) market
QMOM

MomentumShares U.S. Quantitative Momentum ETF

QMOM Description The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus any borrowings for investment purposes, in securities of U.S. companies. The fund will invest primarily in the exchange-listed common stock of U.S. companies. The fund may invest in securities of companies in any industry and of any market capitalization. Although the fund generally expects to invest in companies with larger market capitalizations, the fund may invest in small- and mid-capitalization companies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$68.49

Average Daily Volume

23,279

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period UPGD QMOM
30 Days 1.17% 3.79%
60 Days 4.94% 12.91%
90 Days 7.02% 13.53%
12 Months 32.63% 49.63%
1 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in QMOM Overlap
MMM C 1.94% 1.96% 1.94%
UPGD Overweight 47 Positions Relative to QMOM
Symbol Grade Weight
PLTR B 3.48%
CVNA B 3.0%
TOST A 2.95%
KMI B 2.45%
SNAP C 2.37%
RL B 2.36%
EPAM B 2.28%
PCAR B 2.28%
IP B 2.25%
INTC C 2.2%
T A 2.15%
ODFL B 2.15%
XEL A 2.15%
CAH B 2.09%
CARR C 2.06%
CLX A 2.06%
SHW A 2.05%
CHRW A 2.04%
HPQ B 2.01%
CTSH A 2.0%
EBAY C 2.0%
CHD A 1.98%
NOC D 1.98%
DGX B 1.97%
LMT D 1.94%
BBY C 1.93%
ECL C 1.91%
SO D 1.9%
MOS D 1.89%
EIX C 1.87%
VZ D 1.85%
HSIC F 1.84%
STX D 1.83%
SJM F 1.77%
BALL D 1.77%
AMCR D 1.77%
HRL F 1.76%
TSN B 1.75%
KMX B 1.75%
KHC F 1.73%
KMB D 1.73%
CPB F 1.66%
LYB F 1.65%
SIRI C 1.58%
TFX F 1.56%
HII F 1.43%
DG F 1.16%
UPGD Underweight 47 Positions Relative to QMOM
Symbol Grade Weight
POWL C -2.51%
SFM B -2.21%
EME B -2.2%
ZETA F -2.2%
ADMA C -2.2%
SYF B -2.15%
EVR B -2.15%
GNRC B -2.14%
WING D -2.11%
GDDY B -2.07%
HWM B -2.07%
FICO B -2.04%
NRG C -2.04%
JEF B -2.04%
CRS B -2.04%
VST B -2.04%
KKR B -2.02%
DVA C -2.01%
THC B -1.99%
AXP B -1.98%
RCL A -1.98%
STEP B -1.98%
TT B -1.98%
EAT B -1.97%
BLD F -1.96%
FITB A -1.96%
TRU D -1.96%
NTRA B -1.95%
BLDR C -1.95%
ANF C -1.95%
PWR B -1.94%
TOL B -1.94%
GWRE A -1.93%
NVR D -1.92%
SPOT A -1.92%
ISRG A -1.92%
GE D -1.92%
TXRH A -1.9%
PSN C -1.9%
WSM F -1.9%
UHS D -1.89%
META B -1.88%
LEN D -1.88%
CBRE B -1.87%
HCA D -1.85%
CEG D -1.73%
SN C -1.62%
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