UPGD vs. TDIV ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to First Trust NASDAQ Technology Dividend Index Fund (TDIV)
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
TDIV
First Trust NASDAQ Technology Dividend Index Fund
TDIV Description
The investment seeks investment results that correspond generally to the price and yield of an equity index called the NASDAQ Technology Dividend Index. The fund will normally invest at least 90% of its net assets (plus the amount of any borrowings for investment purposes) in the common stocks and/or depositary receipts included in the index. The index is owned and was developed by NASDAQ(R) (the "Index Provider"). The index is calculated and maintained by the index Provider. The index includes up to 100 Technology and Telecommunications companies that pay a regular or common dividend. The fund is non-diversified.Grade (RS Rating)
Last Trade
$79.99
Average Daily Volume
98,864
Number of Holdings
*
79
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | TDIV |
|---|---|---|
| 30 Days | 5.22% | -0.34% |
| 60 Days | 5.30% | 0.99% |
| 90 Days | 7.09% | 3.57% |
| 12 Months | 35.27% | 34.05% |
UPGD Overweight 43 Positions Relative to TDIV
| 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% | |
| PCAR | B | 2.22% | |
| XEL | A | 2.22% | |
| INTC | D | 2.21% | |
| CLX | B | 2.14% | |
| SNAP | C | 2.12% | |
| CAH | B | 2.09% | |
| 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% | |
| TSN | B | 1.94% | |
| 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% | |
| MOS | F | 1.76% | |
| SJM | D | 1.74% | |
| HRL | D | 1.73% | |
| KHC | F | 1.67% | |
| LYB | F | 1.64% | |
| CPB | D | 1.64% | |
| TFX | F | 1.56% | |
| SIRI | C | 1.46% | |
| HII | D | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 74 Positions Relative to TDIV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ORCL | B | -9.36% | |
| AVGO | D | -8.18% | |
| IBM | C | -8.08% | |
| MSFT | F | -8.0% | |
| TXN | C | -7.32% | |
| TSM | B | -4.02% | |
| QCOM | F | -3.66% | |
| ADI | D | -2.7% | |
| TMUS | B | -2.34% | |
| CSCO | B | -2.24% | |
| CMCSA | B | -2.15% | |
| MSI | B | -1.94% | |
| INTU | C | -1.89% | |
| GLW | B | -1.82% | |
| AMAT | F | -1.79% | |
| LRCX | F | -1.6% | |
| NXPI | D | -1.53% | |
| MCHP | D | -1.27% | |
| HPE | B | -1.24% | |
| KLAC | D | -1.01% | |
| ASML | F | -1.0% | |
| DELL | C | -0.99% | |
| APH | A | -0.95% | |
| UI | A | -0.7% | |
| NTAP | C | -0.68% | |
| GEN | B | -0.59% | |
| CCOI | B | -0.57% | |
| SWKS | F | -0.56% | |
| ROP | B | -0.54% | |
| CDW | F | -0.44% | |
| OTEX | D | -0.41% | |
| INFY | B | -0.4% | |
| SSNC | B | -0.39% | |
| LDOS | C | -0.36% | |
| DOX | D | -0.35% | |
| SAP | B | -0.27% | |
| LOGI | D | -0.26% | |
| NOK | D | -0.26% | |
| KT | A | -0.23% | |
| MPWR | F | -0.23% | |
| ERIC | B | -0.22% | |
| CABO | C | -0.21% | |
| ATHM | D | -0.21% | |
| SNX | C | -0.21% | |
| PAYC | B | -0.2% | |
| IRDM | D | -0.2% | |
| AVT | C | -0.18% | |
| XRX | F | -0.16% | |
| DNB | B | -0.15% | |
| IDCC | A | -0.14% | |
| VIV | F | -0.13% | |
| DLB | B | -0.12% | |
| SAIC | F | -0.12% | |
| TEF | D | -0.11% | |
| KBR | F | -0.11% | |
| AMKR | D | -0.1% | |
| OLED | D | -0.1% | |
| KLIC | B | -0.08% | |
| CSGS | B | -0.07% | |
| VSH | D | -0.07% | |
| POWI | D | -0.07% | |
| CNXC | F | -0.07% | |
| SIMO | D | -0.07% | |
| PRGS | A | -0.06% | |
| SSTK | F | -0.06% | |
| BHE | B | -0.05% | |
| YOU | D | -0.05% | |
| ATEN | B | -0.04% | |
| SPNS | F | -0.04% | |
| STM | F | -0.03% | |
| CNXN | C | -0.02% | |
| TKC | C | -0.02% | |
| HCKT | B | -0.02% | |
| SLP | D | -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
TDIV: Top Represented Industries & Keywords
Industries:
Semiconductors
Telecom Services
Information Technology Services
Software - Application
Software - Infrastructure
Communication Equipment
Semiconductor Equipment & Materials
Computer Systems
Business Services
Data Storage
Electronic Components
Internet Content & Information
Computer Distribution
Contract Manufacturers
Diversified Industrials
Electronics Distribution
Engineering & Construction
Health Information Services
Media - Diversified
Pay TV
Keywords:
S&P 500
Computing
Nasdaq 100
Integrated Circuits
Telecommunications
Broadband
Semiconductor
Cloud Computing
Information And Communications Technology
Internet Access
Operating System
Work From Home
Electronics
Ethernet
Semiconductor Device Fabrication
Voice Services
CRM
Consumer Electronics
Fabless Semiconductor Companies
Mobile Communications
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