UPGD vs. TBG ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to TBG Dividend Focus ETF (TBG)
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
TBG
TBG Dividend Focus ETF
TBG Description
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).Grade (RS Rating)
Last Trade
$33.47
Average Daily Volume
16,906
Number of Holdings
*
33
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | TBG |
---|---|---|
30 Days | 3.42% | 2.89% |
60 Days | 4.83% | 5.46% |
90 Days | 5.85% | 8.48% |
12 Months | 33.71% | 33.63% |
UPGD Overweight 44 Positions Relative to TBG
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% | |
IP | A | 2.25% | |
INTC | C | 2.2% | |
T | A | 2.15% | |
ODFL | C | 2.15% | |
XEL | A | 2.15% | |
CAH | B | 2.09% | |
CARR | C | 2.06% | |
SHW | B | 2.05% | |
CHRW | B | 2.04% | |
HPQ | B | 2.01% | |
CTSH | B | 2.0% | |
EBAY | C | 2.0% | |
CHD | A | 1.98% | |
NOC | D | 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% | |
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% | |
HII | F | 1.43% | |
DG | F | 1.16% |
UPGD Underweight 29 Positions Relative to TBG
Symbol | Grade | Weight | |
---|---|---|---|
SPG | A | -4.54% | |
CVX | A | -4.33% | |
GILD | C | -4.28% | |
IBM | C | -4.27% | |
CSCO | B | -4.13% | |
ET | A | -4.0% | |
CMI | A | -3.72% | |
EPD | A | -3.69% | |
BX | A | -3.66% | |
TFC | A | -3.54% | |
MRK | D | -3.23% | |
KVUE | A | -3.08% | |
OWL | A | -3.07% | |
AEP | C | -2.8% | |
PG | C | -2.72% | |
MS | A | -2.54% | |
GIS | D | -2.52% | |
LAMR | C | -2.51% | |
TXN | C | -2.49% | |
MC | C | -2.22% | |
JPM | A | -2.1% | |
APO | B | -2.08% | |
AMGN | F | -2.0% | |
PEP | F | -1.98% | |
XOM | B | -1.96% | |
SBUX | A | -1.73% | |
JNJ | C | -1.54% | |
AVGO | D | -1.41% | |
MCD | D | -1.22% |
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
TBG: Top Represented Industries & Keywords
Industries:
Asset Management
Drug Manufacturers - Major
Household & Personal Products
Oil & Gas Integrated
Oil & Gas Midstream
Restaurants
Semiconductors
Aerospace & Defense
Banks - Global
Banks - Regional - US
Beverages - Soft Drinks
Capital Markets
Communication Equipment
Diversified Industrials
Information Technology Services
Packaged Foods
REIT - Diversified
REIT - Retail
Specialty Chemicals
Telecom Services