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% |
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
QMOM: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Medical Care
Asset Management
Internet Content & Information
Residential Construction
Restaurants
Specialty Industrial Machinery
Building Materials
Credit Services
Engineering & Construction
Software - Infrastructure
Utilities - Independent Power Producers
Apparel Stores
Banks - Regional - US
Biotechnology
Business Services
Capital Markets
Diagnostics & Research
Furnishings, Fixtures & Appliances
Grocery Stores