UPGD vs. SMRI ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Bushido Capital US Equity ETF (SMRI)
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
$71.34
Average Daily Volume
1,540
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
SMRI
Bushido Capital US Equity ETF
SMRI Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.Grade (RS Rating)
Last Trade
$31.01
Average Daily Volume
8,346
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | SMRI |
---|---|---|
30 Days | 2.57% | 4.56% |
60 Days | 8.43% | 10.00% |
90 Days | 8.28% | 10.79% |
12 Months | 34.25% | 30.35% |
1 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in SMRI | Overlap | |
---|---|---|---|---|---|
CAH | B | 2.25% | 2.27% | 2.25% |
UPGD: Top Represented Industries & Keywords
Industries:
Auto & Truck Dealerships
Broadcasting - Radio
Diversified Industrials
Household & Personal Products
Information Technology Services
Integrated Shipping & Logistics
Medical Distribution
Packaged Foods
Semiconductors
Telecom Services
Keywords:
S&P 500
Mobile Devices
Aerospace
Aerospace Market
Aerospace Markets
Air Conditioning
Air Handler
Applied Sciences
Auction
Auto Finance
Batteries
Battery Charger
Big Box Store
Bleach
Bleach Products
Breakfast Cereal
Broadband
Broadcasting
Business Process Management
Business Process Services
SMRI: Top Represented Industries & Keywords
Industries:
Health Care Plans
Aerospace & Defense
Broadcasting - TV
Credit Services
Drug Manufacturers - Major
Medical Distribution
Software - Infrastructure
Telecom Services
Keywords:
S&P 500
Nasdaq 100
Business Process Outsourcing
Medicaid
Medicare
Pharmacy Services
Telecommunications
Accounting Software
Aerospace
Aircraft
Algorithmic Trading
Angina
Antibiotics
Application Software
Assistive Technology
Aviation
Bank Account
Behavioral Healthcare
Biopharmaceutical
Broadband