UPGD vs. XMMO ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Invesco S&P MidCap Momentum ETF (XMMO)
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

$65.88

Average Daily Volume

2,479

Number of Holdings *

10

* may have additional holdings in another (foreign) market
XMMO

Invesco S&P MidCap Momentum ETF

XMMO Description The investment seeks to track the investment results (before fees and expenses) of the S&P MidCap 400 Momentum Index (the "underlying index"). The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. Strictly in accordance with its guidelines and mandated procedures, the index provider compiles, maintains and calculates the underlying index, which is composed of constituents of the S&P MidCap 400 that have the highest momentum score.

Grade (RS Rating)

Last Trade

$113.00

Average Daily Volume

311,301

Number of Holdings *

75

* may have additional holdings in another (foreign) market
Performance
Period UPGD XMMO
30 Days 1.04% -0.53%
60 Days 0.65% -0.84%
90 Days 0.76% -1.01%
12 Months 16.70% 44.66%
2 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in XMMO Overlap
LII B 2.15% 3.34% 2.15%
WSO B 2.4% 1.97% 1.97%
UPGD Overweight 8 Positions Relative to XMMO
Symbol Grade Weight
NRG D 3.0%
SNAP B 2.69%
IP C 2.5%
HPQ C 2.47%
SO B 2.28%
TT B 2.28%
AGR C 2.17%
KMI B 2.15%
UPGD Underweight 73 Positions Relative to XMMO
Symbol Grade Weight
MANH B -3.39%
EME D -2.96%
OC D -2.61%
ELF C -2.51%
XPO C -2.45%
WING B -2.33%
BLD D -2.29%
WSM D -2.24%
ONTO B -2.23%
TOL D -2.15%
FIX D -2.05%
CSL C -2.03%
NVT D -1.96%
PSTG B -1.87%
RS D -1.86%
THC C -1.82%
CNM D -1.82%
SAIA C -1.8%
BRBR B -1.73%
CW C -1.58%
NBIX C -1.53%
GGG D -1.45%
LECO F -1.42%
TXRH B -1.42%
DT F -1.39%
SFM B -1.38%
PRI C -1.36%
ITT D -1.34%
EXP D -1.33%
BWXT B -1.31%
WWD D -1.28%
CLH B -1.28%
ERIE C -1.28%
SSD F -1.28%
CR C -1.23%
CASY B -1.2%
USFD C -1.19%
NYT A -1.18%
WFRD B -1.17%
MUSA C -1.09%
TREX F -1.03%
MTG B -1.03%
VNT D -1.02%
COKE B -0.97%
KNSL F -0.96%
CVLT B -0.95%
SKX C -0.95%
QLYS D -0.95%
EVR A -0.89%
RMBS B -0.86%
CELH F -0.85%
HRB B -0.8%
CHE D -0.8%
NEU D -0.8%
ESAB D -0.79%
TMHC D -0.77%
DBX D -0.76%
KBH D -0.74%
HLI A -0.74%
ESNT C -0.73%
AYI D -0.73%
KD C -0.68%
MSA C -0.68%
SAIC D -0.67%
ETRN D -0.61%
OLLI B -0.6%
R B -0.55%
AM B -0.53%
WTS D -0.49%
MSM F -0.42%
CACC B -0.39%
BLKB D -0.37%
TDC C -0.34%
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