UPGD vs. VSDA ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to VictoryShares Dividend Accelerator ETF (VSDA)

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 ^*

* may have additional holdings in another (foreign) market

VSDA

VictoryShares Dividend Accelerator ETF

VSDA Description

The VictoryShares Dividend Accelerator ETF offers exposure to large-cap U.S. stocks, that feature not only a history of increasing dividends, but which also possess the highest probability of future dividend growth. It seeks to provide exposure to dividend growth, rather than yielding, offering a potential diversification benefit to high dividend yielding alternatives, particularly in a rising rate environment.

Grade (RS Rating)

Last Trade

$53.24

Average Daily Volume

16,087

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	UPGD	VSDA
30 Days	0.15%	-1.31%
60 Days	3.31%	1.79%
90 Days	5.03%	4.04%
12 Months	31.49%	21.05%

7 Overlapping Holdings

Symbol	Grade	Weight in UPGD	Weight in VSDA	Overlap
BBY	D	1.93%	1.72%	1.72%
CAH	B	2.09%	0.98%	0.98%
CLX	A	2.06%	1.74%	1.74%
ECL	D	1.91%	1.43%	1.43%
HRL	D	1.76%	2.71%	1.76%
KMB	C	1.73%	2.17%	1.73%
SHW	C	2.05%	0.79%	0.79%

UPGD Overweight 41 Positions Relative to VSDA

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%
CARR	D	2.06%
CHRW	B	2.04%
HPQ	B	2.01%
CTSH	C	2.0%
EBAY	D	2.0%
CHD	A	1.98%
NOC	D	1.98%
DGX	A	1.97%
MMM	D	1.94%
LMT	D	1.94%
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%
TSN	B	1.75%
KMX	C	1.75%
KHC	F	1.73%
CPB	D	1.66%
LYB	F	1.65%
SIRI	D	1.58%
TFX	F	1.56%
HII	F	1.43%
DG	F	1.16%

UPGD Underweight 66 Positions Relative to VSDA

Symbol	Grade	Weight
BEN	C	-3.96%
MO	A	-3.86%
TROW	B	-3.07%
CVX	A	-2.64%
TRV	A	-2.36%
MDT	D	-2.26%
EMR	A	-2.22%
BMY	A	-2.19%
DUK	C	-1.99%
PEP	F	-1.91%
ED	C	-1.89%
XOM	B	-1.85%
ORI	A	-1.74%
ITW	B	-1.73%
JNJ	D	-1.71%
TGT	B	-1.67%
ADM	D	-1.63%
SEIC	B	-1.57%
MCD	D	-1.55%
CBSH	A	-1.51%
CL	D	-1.47%
GPC	F	-1.44%
SYY	D	-1.42%
UNP	D	-1.42%
KO	D	-1.4%
CINF	A	-1.36%
PPG	F	-1.36%
PG	C	-1.32%
AMP	A	-1.31%
SWK	F	-1.3%
MKC	D	-1.23%
AFL	C	-1.23%
AFG	A	-1.18%
APD	A	-1.18%
WMT	A	-1.17%
JBHT	C	-1.15%
RPM	B	-1.04%
DOV	B	-1.0%
CSX	C	-1.0%
AIZ	A	-0.99%
TPL	A	-0.93%
V	A	-0.9%
LOW	C	-0.88%
NDSN	D	-0.86%
LSTR	D	-0.82%
BDX	F	-0.82%
COST	A	-0.79%
GWW	B	-0.78%
ABT	A	-0.76%
NUE	D	-0.76%
CB	C	-0.75%
RLI	A	-0.67%
LIN	D	-0.67%
LRCX	F	-0.66%
BRO	B	-0.66%
CSL	C	-0.66%
OC	A	-0.65%
MSFT	D	-0.62%
SPGI	D	-0.61%
DHR	D	-0.61%
SSD	D	-0.6%
COR	B	-0.6%
WSM	D	-0.59%
AGCO	F	-0.57%
FCNCA	A	-0.56%
DHI	D	-0.49%