UPGD vs. XHE ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to SPDR S&P Health Care Equipment (XHE)
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
$70.49
Average Daily Volume
1,791
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
XHE
SPDR S&P Health Care Equipment
XHE Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index derived from the health care equipment and supplies segment of a U.S. total market composite index. In seeking to track the performance of the S&P Health Care Equipment Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the health care equipment industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.Grade (RS Rating)
Last Trade
$88.70
Average Daily Volume
10,252
Number of Holdings
*
62
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | XHE |
---|---|---|
30 Days | -1.25% | 0.61% |
60 Days | 0.23% | -1.37% |
90 Days | 5.34% | 5.04% |
12 Months | 32.06% | 27.60% |
1 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in XHE | Overlap | |
---|---|---|---|---|---|
TFX | F | 1.93% | 1.75% | 1.75% |
UPGD Overweight 47 Positions Relative to XHE
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | 2.71% | |
CVNA | A | 2.54% | |
TOST | A | 2.39% | |
KMI | B | 2.34% | |
RL | B | 2.28% | |
T | A | 2.19% | |
PCAR | C | 2.17% | |
SNAP | B | 2.16% | |
CHRW | C | 2.11% | |
XEL | A | 2.11% | |
EBAY | D | 2.11% | |
BBY | D | 2.09% | |
CARR | D | 2.08% | |
INTC | C | 2.08% | |
SO | C | 2.06% | |
HPQ | B | 2.05% | |
CLX | B | 2.04% | |
ECL | C | 2.02% | |
NOC | D | 2.01% | |
CAH | B | 1.99% | |
DGX | B | 1.99% | |
LMT | D | 1.99% | |
AMCR | D | 1.98% | |
IP | A | 1.98% | |
VZ | D | 1.98% | |
BALL | F | 1.97% | |
HSIC | D | 1.97% | |
SHW | D | 1.97% | |
EIX | D | 1.96% | |
STX | D | 1.94% | |
KHC | D | 1.93% | |
CHD | B | 1.93% | |
CTSH | D | 1.92% | |
ODFL | A | 1.91% | |
MMM | D | 1.9% | |
MOS | B | 1.89% | |
HRL | F | 1.88% | |
SJM | F | 1.88% | |
EPAM | F | 1.87% | |
HII | F | 1.84% | |
KMB | D | 1.84% | |
CPB | D | 1.83% | |
TSN | D | 1.82% | |
LYB | F | 1.77% | |
KMX | F | 1.71% | |
SIRI | C | 1.59% | |
DG | F | 1.28% |
UPGD Underweight 61 Positions Relative to XHE
Symbol | Grade | Weight | |
---|---|---|---|
MASI | A | -2.29% | |
PEN | A | -2.03% | |
LIVN | C | -2.0% | |
IART | C | -1.99% | |
DXCM | C | -1.97% | |
GMED | A | -1.94% | |
ISRG | B | -1.91% | |
LNTH | C | -1.91% | |
SOLV | B | -1.91% | |
GKOS | B | -1.89% | |
EW | D | -1.88% | |
GEHC | D | -1.88% | |
IRTC | C | -1.87% | |
AXNX | A | -1.87% | |
BSX | C | -1.87% | |
BDX | C | -1.87% | |
PODD | A | -1.86% | |
ATRC | A | -1.86% | |
MDT | B | -1.85% | |
HOLX | A | -1.83% | |
ITGR | D | -1.83% | |
HAE | F | -1.83% | |
MMSI | B | -1.83% | |
ABT | A | -1.83% | |
ICUI | C | -1.8% | |
ZBH | C | -1.8% | |
NVST | A | -1.8% | |
SYK | A | -1.78% | |
RMD | A | -1.76% | |
INSP | D | -1.75% | |
NARI | A | -1.73% | |
STAA | F | -1.72% | |
XRAY | F | -1.71% | |
STE | D | -1.7% | |
BAX | F | -1.69% | |
ENOV | C | -1.67% | |
IDXX | F | -1.66% | |
OMCL | B | -1.66% | |
RXST | D | -1.65% | |
ALGN | F | -1.63% | |
UFPT | D | -1.61% | |
NVCR | F | -1.61% | |
NEOG | D | -1.55% | |
LMAT | B | -1.52% | |
PRCT | A | -1.51% | |
CNMD | D | -1.51% | |
ATEC | C | -1.51% | |
TMDX | F | -1.48% | |
TNDM | F | -1.32% | |
SRDX | D | -1.27% | |
VREX | C | -0.96% | |
AORT | A | -0.91% | |
ZIMV | D | -0.61% | |
EMBC | C | -0.59% | |
OFIX | A | -0.58% | |
AVNS | F | -0.57% | |
SIBN | D | -0.56% | |
KIDS | D | -0.53% | |
OSUR | F | -0.45% | |
AXGN | B | -0.42% | |
TCMD | A | -0.37% |
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
XHE: Top Represented Industries & Keywords