UPGD vs. XLB ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Materials Select Sector SPDR (XLB)
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
XLB
Materials Select Sector SPDR
XLB Description
The investment seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of publicly traded equity securities of companies in The Materials Select Sector Index. In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies from the following industries: chemicals; metals & mining; paper & forest products; containers & packaging; and construction materials. The fund is non-diversified.Grade (RS Rating)
Last Trade
$94.09
Average Daily Volume
4,069,795
Number of Holdings
*
28
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | XLB |
|---|---|---|
| 30 Days | 5.22% | -1.71% |
| 60 Days | 5.30% | -0.40% |
| 90 Days | 7.09% | 1.92% |
| 12 Months | 35.27% | 18.82% |
UPGD Overweight 41 Positions Relative to XLB
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | 3.59% | |
| TOST | B | 3.14% | |
| CVNA | B | 2.98% | |
| KMI | A | 2.53% | |
| RL | B | 2.33% | |
| T | A | 2.24% | |
| 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% | |
| HPQ | B | 2.02% | |
| ODFL | B | 2.01% | |
| EBAY | D | 2.0% | |
| VZ | C | 1.96% | |
| BBY | D | 1.95% | |
| TSN | B | 1.94% | |
| SO | D | 1.92% | |
| MMM | D | 1.92% | |
| CTSH | B | 1.91% | |
| EIX | B | 1.9% | |
| NOC | D | 1.84% | |
| LMT | D | 1.83% | |
| KMB | D | 1.79% | |
| KMX | B | 1.78% | |
| STX | D | 1.77% | |
| SJM | D | 1.74% | |
| HRL | D | 1.73% | |
| KHC | F | 1.67% | |
| CPB | D | 1.64% | |
| TFX | F | 1.56% | |
| SIRI | C | 1.46% | |
| HII | D | 1.38% | |
| DG | F | 1.19% |
UPGD Underweight 21 Positions Relative to XLB
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
XLB: Top Represented Industries & Keywords
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