UPGD vs. SAGP ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Strategas Global Policy Opportunities ETF (SAGP)
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
$73.97
Average Daily Volume
1,708
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
SAGP
Strategas Global Policy Opportunities ETF
SAGP Description
Strategas Global Policy Opportunities ETF is an exchange traded fund launched by The Advisors' Inner Circle Fund III. The fund is co-managed by Strategas Asset Management, LLC and Vident Investment Advisory, LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. Strategas Global Policy Opportunities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$30.16
Average Daily Volume
2,922
Number of Holdings
*
78
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | SAGP |
---|---|---|
30 Days | 3.42% | 0.82% |
60 Days | 4.83% | 1.94% |
90 Days | 5.85% | 2.43% |
12 Months | 33.71% | 24.55% |
UPGD Overweight 43 Positions Relative to SAGP
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | 3.48% | |
CVNA | B | 3.0% | |
TOST | B | 2.95% | |
KMI | A | 2.45% | |
SNAP | D | 2.37% | |
RL | C | 2.36% | |
EPAM | B | 2.28% | |
PCAR | B | 2.28% | |
INTC | C | 2.2% | |
T | A | 2.15% | |
ODFL | C | 2.15% | |
XEL | A | 2.15% | |
CAH | B | 2.09% | |
CARR | C | 2.06% | |
CLX | A | 2.06% | |
SHW | B | 2.05% | |
CHRW | B | 2.04% | |
HPQ | B | 2.01% | |
CTSH | B | 2.0% | |
EBAY | D | 2.0% | |
CHD | A | 1.98% | |
DGX | A | 1.97% | |
MMM | D | 1.94% | |
BBY | D | 1.93% | |
ECL | D | 1.91% | |
SO | C | 1.9% | |
MOS | F | 1.89% | |
EIX | B | 1.87% | |
VZ | C | 1.85% | |
HSIC | C | 1.84% | |
STX | C | 1.83% | |
SJM | D | 1.77% | |
BALL | F | 1.77% | |
AMCR | C | 1.77% | |
HRL | D | 1.76% | |
TSN | B | 1.75% | |
KMX | B | 1.75% | |
KHC | F | 1.73% | |
KMB | C | 1.73% | |
CPB | D | 1.66% | |
SIRI | C | 1.58% | |
TFX | F | 1.56% | |
DG | F | 1.16% |
UPGD Underweight 73 Positions Relative to SAGP
Symbol | Grade | Weight | |
---|---|---|---|
AXON | A | -2.97% | |
FICO | B | -2.39% | |
LDOS | C | -2.35% | |
PODD | C | -2.3% | |
INCY | C | -2.23% | |
FOXA | A | -2.02% | |
DPZ | C | -2.01% | |
HON | C | -2.0% | |
GD | D | -1.93% | |
VRTX | D | -1.91% | |
YUM | D | -1.86% | |
EMN | C | -1.85% | |
VRSN | C | -1.82% | |
MO | A | -1.81% | |
TXT | D | -1.8% | |
ETSY | D | -1.79% | |
DVA | C | -1.77% | |
EW | C | -1.76% | |
BGNE | D | -1.75% | |
AOS | F | -1.68% | |
MTCH | D | -1.57% | |
BIIB | F | -1.52% | |
NVS | F | -1.34% | |
LOGI | D | -1.33% | |
GEO | B | -0.38% | |
CXW | C | -0.34% | |
CENX | B | -0.32% | |
MP | C | -0.3% | |
MD | C | -0.28% | |
MASI | B | -0.27% | |
NGVT | B | -0.27% | |
CEIX | A | -0.26% | |
RMBS | B | -0.26% | |
IDCC | B | -0.26% | |
EXEL | B | -0.26% | |
ARCH | B | -0.25% | |
DVAX | C | -0.24% | |
SLVM | B | -0.24% | |
HQY | A | -0.24% | |
LRN | A | -0.24% | |
SAIC | F | -0.23% | |
FHI | B | -0.23% | |
LSCC | D | -0.23% | |
AVAV | C | -0.23% | |
MATX | C | -0.23% | |
ATGE | B | -0.23% | |
SEM | B | -0.22% | |
PRI | B | -0.22% | |
PRDO | B | -0.22% | |
DBX | B | -0.22% | |
PBI | B | -0.22% | |
YELP | C | -0.21% | |
RAMP | B | -0.21% | |
MTRN | C | -0.21% | |
AIR | B | -0.2% | |
FLR | B | -0.2% | |
SMG | C | -0.2% | |
CC | C | -0.2% | |
GKOS | B | -0.2% | |
ADUS | D | -0.19% | |
HRMY | D | -0.19% | |
STRA | C | -0.19% | |
MMS | F | -0.19% | |
NBIX | C | -0.19% | |
AMED | F | -0.18% | |
CHE | D | -0.18% | |
VTOL | B | -0.18% | |
SSTK | F | -0.18% | |
HRB | D | -0.18% | |
KOP | C | -0.18% | |
PII | F | -0.16% | |
LNTH | D | -0.15% | |
MYGN | F | -0.12% |
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
SAGP: Top Represented Industries & Keywords
Industries:
Aerospace & Defense
Biotechnology
Medical Care
Education & Training Services
Internet Content & Information
Specialty Chemicals
Information Technology Services
Coal
Diagnostics & Research
Diversified Industrials
Drug Manufacturers - Major
Medical Devices
Medical Instruments & Supplies
Restaurants
Software - Infrastructure
Agricultural Inputs
Airports & Air Services
Aluminum
Asset Management
Broadcasting - TV