UPGD vs. SMOT ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF (SMOT)
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
$72.90
Average Daily Volume
1,657
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
SMOT
VanEck MorVanEck Morningstar SMID Moat ETFningstar SMID Moat ETF
SMOT Description
VanEck Morningstar SMID Moat ETF is an exchange traded fund launched and managed by Van Eck Associates 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 growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Morningstar US Small-Mid Cap Moat Focus Index, by using full replication technique. VanEck Morningstar SMID Moat ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$35.65
Average Daily Volume
72,203
Number of Holdings
*
104
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | SMOT |
|---|---|---|
| 30 Days | 0.15% | -0.03% |
| 60 Days | 3.31% | 3.66% |
| 90 Days | 5.03% | 6.74% |
| 12 Months | 31.49% | 26.09% |
UPGD Overweight 42 Positions Relative to SMOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | A | 3.48% | |
| CVNA | A | 3.0% | |
| TOST | A | 2.95% | |
| KMI | A | 2.45% | |
| SNAP | D | 2.37% | |
| RL | C | 2.36% | |
| EPAM | C | 2.28% | |
| PCAR | C | 2.28% | |
| IP | A | 2.25% | |
| INTC | C | 2.2% | |
| T | A | 2.15% | |
| ODFL | B | 2.15% | |
| XEL | A | 2.15% | |
| CAH | B | 2.09% | |
| CARR | D | 2.06% | |
| CLX | A | 2.06% | |
| SHW | C | 2.05% | |
| CHRW | B | 2.04% | |
| HPQ | B | 2.01% | |
| EBAY | D | 2.0% | |
| CHD | A | 1.98% | |
| NOC | D | 1.98% | |
| DGX | A | 1.97% | |
| MMM | D | 1.94% | |
| LMT | D | 1.94% | |
| BBY | D | 1.93% | |
| ECL | D | 1.91% | |
| SO | C | 1.9% | |
| MOS | D | 1.89% | |
| EIX | C | 1.87% | |
| VZ | C | 1.85% | |
| HSIC | C | 1.84% | |
| STX | D | 1.83% | |
| SJM | D | 1.77% | |
| BALL | D | 1.77% | |
| AMCR | D | 1.77% | |
| HRL | D | 1.76% | |
| TSN | B | 1.75% | |
| KMB | C | 1.73% | |
| SIRI | D | 1.58% | |
| TFX | F | 1.56% | |
| DG | F | 1.16% |
UPGD Underweight 98 Positions Relative to SMOT
| Symbol | Grade | Weight | |
|---|---|---|---|
| LAD | B | -1.76% | |
| NCLH | B | -1.69% | |
| DFS | B | -1.68% | |
| EXPE | B | -1.66% | |
| CCL | A | -1.66% | |
| COF | B | -1.64% | |
| CG | B | -1.62% | |
| DASH | A | -1.62% | |
| LYV | A | -1.56% | |
| LPLA | A | -1.54% | |
| LYFT | C | -1.53% | |
| WCC | B | -1.52% | |
| NET | B | -1.49% | |
| WH | B | -1.49% | |
| TRU | D | -1.46% | |
| ABG | B | -1.45% | |
| SEIC | B | -1.44% | |
| SQ | A | -1.41% | |
| TPR | B | -1.41% | |
| SSNC | C | -1.33% | |
| SMG | C | -1.32% | |
| NI | A | -1.32% | |
| OMC | C | -1.32% | |
| BC | D | -1.31% | |
| CTVA | C | -1.31% | |
| ALLE | D | -1.31% | |
| DD | D | -1.3% | |
| LFUS | D | -1.26% | |
| VEEV | C | -1.25% | |
| RVTY | D | -1.25% | |
| SEE | D | -1.21% | |
| EMN | D | -1.21% | |
| HAS | D | -1.2% | |
| GNTX | F | -1.17% | |
| IQV | F | -1.16% | |
| ST | F | -1.12% | |
| DOW | F | -1.1% | |
| CCI | C | -1.08% | |
| IFF | D | -1.07% | |
| CNC | F | -1.07% | |
| WU | F | -1.04% | |
| ALSN | B | -0.98% | |
| FFIV | B | -0.82% | |
| CMA | B | -0.81% | |
| RJF | A | -0.81% | |
| ADSK | B | -0.78% | |
| INCY | C | -0.78% | |
| VNT | C | -0.76% | |
| TFC | A | -0.76% | |
| JLL | D | -0.74% | |
| LH | B | -0.73% | |
| ZS | B | -0.73% | |
| ETR | A | -0.72% | |
| WDAY | C | -0.72% | |
| RBLX | B | -0.71% | |
| ZM | B | -0.71% | |
| IVZ | C | -0.7% | |
| PINS | F | -0.7% | |
| GTLS | A | -0.7% | |
| ESTC | C | -0.69% | |
| MAS | D | -0.68% | |
| GPN | C | -0.68% | |
| WEC | A | -0.67% | |
| OTIS | C | -0.66% | |
| SMAR | A | -0.66% | |
| MAT | D | -0.66% | |
| FBIN | F | -0.66% | |
| MKTX | D | -0.65% | |
| EVRG | A | -0.65% | |
| EFX | F | -0.65% | |
| RMD | C | -0.65% | |
| ROK | B | -0.64% | |
| MSM | D | -0.63% | |
| BWA | D | -0.63% | |
| AN | D | -0.63% | |
| ZBH | C | -0.62% | |
| WMG | C | -0.62% | |
| POR | C | -0.62% | |
| GEHC | D | -0.61% | |
| HES | B | -0.61% | |
| DKNG | B | -0.61% | |
| KVUE | A | -0.6% | |
| A | F | -0.6% | |
| FTV | D | -0.59% | |
| MCHP | F | -0.58% | |
| IPG | F | -0.58% | |
| CRL | D | -0.57% | |
| RPRX | F | -0.57% | |
| WYNN | D | -0.56% | |
| TNET | F | -0.55% | |
| BAX | F | -0.55% | |
| SWKS | F | -0.54% | |
| IONS | F | -0.54% | |
| DVN | F | -0.53% | |
| TER | F | -0.51% | |
| DINO | D | -0.5% | |
| BBWI | C | -0.47% | |
| CE | F | -0.45% |
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
SMOT: Top Represented Industries & Keywords
Industries:
Software - Application
Leisure
Diagnostics & Research
Auto & Truck Dealerships
Business Services
Chemicals
Asset Management
Auto Parts
Biotechnology
Capital Markets
Credit Services
Scientific & Technical Instruments
Software - Infrastructure
Utilities - Regulated Electric
Advertising Agencies
Agricultural Inputs
Banks - Regional - US
Industrial Distribution
Medical Instruments & Supplies
Oil & Gas E&P
Compare ETFs
