UPGD vs. SEIV ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to SEI Enhanced U.S. Large Cap Value Factor ETF (SEIV)
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
SEIV
SEI Enhanced U.S. Large Cap Value Factor ETF
SEIV Description
SEI Enhanced U.S. Large Cap Value Factor ETF is an exchange traded fund launched and managed by SEI Investments Management Corporation. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in value stocks of large-cap companies, within the market capitalization range of the Russell 1000 Index. It employs quantitative analysis to create its portfolio. SEI Enhanced U.S. Large Cap Value Factor ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$34.59
Average Daily Volume
30,149
Number of Holdings
*
112
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | SEIV |
|---|---|---|
| 30 Days | 5.22% | 4.56% |
| 60 Days | 5.30% | 6.08% |
| 90 Days | 7.09% | 7.55% |
| 12 Months | 35.27% | 32.91% |
10 Overlapping Holdings
UPGD Overweight 38 Positions Relative to SEIV
| 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% | |
| EPAM | C | 2.22% | |
| XEL | A | 2.22% | |
| CLX | B | 2.14% | |
| SNAP | C | 2.12% | |
| CHRW | C | 2.08% | |
| CHD | B | 2.05% | |
| CARR | D | 2.03% | |
| HSIC | B | 2.02% | |
| DGX | A | 2.02% | |
| ODFL | B | 2.01% | |
| EBAY | D | 2.0% | |
| SHW | A | 2.0% | |
| BBY | D | 1.95% | |
| SO | D | 1.92% | |
| MMM | D | 1.92% | |
| 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% | |
| CPB | D | 1.64% | |
| TFX | F | 1.56% | |
| SIRI | C | 1.46% | |
| HII | D | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 102 Positions Relative to SEIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | -3.62% | |
| MSFT | F | -3.35% | |
| MCK | B | -2.94% | |
| NVDA | C | -2.6% | |
| SYF | B | -2.55% | |
| IBM | C | -2.39% | |
| GOOG | C | -2.34% | |
| GM | B | -2.33% | |
| MO | A | -2.29% | |
| CCL | B | -2.24% | |
| KR | B | -2.22% | |
| GOOGL | C | -2.19% | |
| NTAP | C | -2.0% | |
| QCOM | F | -1.97% | |
| DAL | C | -1.92% | |
| AIG | B | -1.83% | |
| NRG | B | -1.82% | |
| PHM | D | -1.7% | |
| LDOS | C | -1.49% | |
| JNJ | D | -1.38% | |
| RGA | A | -1.34% | |
| HPE | B | -1.32% | |
| UNM | A | -1.27% | |
| EXPE | B | -1.26% | |
| GILD | C | -1.26% | |
| FFIV | B | -1.19% | |
| CMCSA | B | -1.15% | |
| SWKS | F | -1.06% | |
| CSCO | B | -1.05% | |
| THC | D | -0.98% | |
| DOX | D | -0.9% | |
| HRB | D | -0.89% | |
| VTRS | A | -0.89% | |
| ALLY | C | -0.88% | |
| INGR | B | -0.85% | |
| USFD | A | -0.75% | |
| ARW | D | -0.72% | |
| CRBG | B | -0.71% | |
| BMY | B | -0.71% | |
| ALSN | B | -0.71% | |
| MTG | C | -0.69% | |
| CI | F | -0.69% | |
| OXY | D | -0.68% | |
| AMG | B | -0.67% | |
| AAL | B | -0.66% | |
| BG | F | -0.66% | |
| MKSI | C | -0.65% | |
| BERY | B | -0.62% | |
| SSNC | B | -0.61% | |
| DELL | C | -0.55% | |
| PVH | C | -0.53% | |
| BAX | D | -0.52% | |
| COR | B | -0.52% | |
| DBX | B | -0.49% | |
| GEN | B | -0.48% | |
| VLO | C | -0.48% | |
| CRUS | D | -0.48% | |
| AXS | A | -0.47% | |
| AMZN | C | -0.47% | |
| AVT | C | -0.45% | |
| META | D | -0.45% | |
| SON | D | -0.45% | |
| OMC | C | -0.41% | |
| JLL | D | -0.36% | |
| AGO | B | -0.36% | |
| VNT | B | -0.35% | |
| F | C | -0.34% | |
| DXC | B | -0.34% | |
| LNC | B | -0.34% | |
| EME | C | -0.34% | |
| NUE | C | -0.33% | |
| SAIC | F | -0.33% | |
| JHG | A | -0.32% | |
| FE | C | -0.3% | |
| ACI | C | -0.29% | |
| MPC | D | -0.27% | |
| AMKR | D | -0.26% | |
| PK | B | -0.26% | |
| HCA | F | -0.25% | |
| CXT | B | -0.25% | |
| RHI | B | -0.24% | |
| FNF | B | -0.23% | |
| ZM | B | -0.23% | |
| FOX | A | -0.21% | |
| PPC | C | -0.2% | |
| LEN | D | -0.19% | |
| SOLV | C | -0.15% | |
| REYN | D | -0.14% | |
| CLF | F | -0.14% | |
| CNA | B | -0.12% | |
| LEN | D | -0.12% | |
| AYI | B | -0.11% | |
| ETR | B | -0.11% | |
| ORCL | B | -0.1% | |
| UHS | D | -0.09% | |
| GEHC | F | -0.09% | |
| CVX | A | -0.08% | |
| STLD | B | -0.07% | |
| WBA | F | -0.07% | |
| TDC | D | -0.05% | |
| SEB | F | -0.04% | |
| VST | B | -0.01% |
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
SEIV: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Infrastructure
Information Technology Services
Asset Management
Drug Manufacturers - Major
Insurance - Specialty
Internet Content & Information
Medical Care
Medical Distribution
Packaged Foods
Packaging & Containers
Telecom Services
Airlines
Auto Manufacturers
Communication Equipment
Computer Systems
Data Storage
Farm Products
Grocery Stores
Health Information Services
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