XMMO vs. UPGD ETF Comparison

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

$120.02

Average Daily Volume

291,859

Number of Holdings *

77

* may have additional holdings in another (foreign) market
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

$71.38

Average Daily Volume

1,760

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period XMMO UPGD
30 Days 1.49% 1.49%
60 Days 6.44% 6.68%
90 Days 5.70% 8.69%
12 Months 53.55% 34.39%
1 Overlapping Holdings
Symbol Grade Weight in XMMO Weight in UPGD Overlap
LII C 2.76% 2.28% 2.28%
XMMO Overweight 76 Positions Relative to UPGD
Symbol Grade Weight
WSM B 3.51%
EME C 3.31%
RGA C 2.93%
WING B 2.71%
THC C 2.68%
CSL A 2.54%
SFM A 2.36%
CW A 2.36%
TOL A 2.19%
EQH C 2.01%
FNF A 2.01%
FIX A 2.01%
EVR C 1.99%
TXRH A 1.95%
TPL B 1.93%
CASY D 1.74%
JEF A 1.72%
IBKR A 1.63%
MUSA D 1.62%
HRB C 1.61%
ANF F 1.53%
ITT B 1.51%
BLD C 1.51%
PSTG F 1.49%
CLH C 1.43%
XPO F 1.39%
EHC B 1.35%
HLI C 1.35%
JLL B 1.34%
DTM A 1.32%
CACI A 1.27%
SF A 1.24%
EWBC D 1.22%
NBIX F 1.21%
COKE B 1.2%
AIT B 1.19%
CVLT C 1.19%
CNM F 1.16%
CR B 1.15%
BWXT A 1.09%
NVT D 1.05%
EXP C 1.04%
AYI A 1.03%
ALLY F 1.01%
MTG B 1.0%
KEX C 0.97%
LNW F 0.97%
OLED C 0.96%
ORI B 0.93%
NYT A 0.9%
MORN C 0.9%
FLR D 0.84%
BRBR C 0.82%
RYAN A 0.8%
CRUS D 0.78%
KNF C 0.78%
FLS A 0.76%
KBH C 0.7%
ESAB C 0.69%
KD F 0.69%
CBT B 0.68%
ESNT C 0.67%
BCO C 0.67%
GAP F 0.67%
R C 0.65%
AMG B 0.57%
POST C 0.56%
SLM C 0.53%
AM A 0.53%
JHG C 0.5%
LOPE D 0.49%
UMBF C 0.49%
SBRA C 0.48%
CNO C 0.39%
IBOC D 0.35%
PPC B 0.32%
XMMO Underweight 9 Positions Relative to UPGD
Symbol Grade Weight
K B -2.51%
CHRW A -2.36%
KMX F -2.33%
CLX B -2.27%
SIRI C -2.26%
CAH B -2.25%
IBM B -2.24%
QRVO F -2.24%
T A -2.19%
Compare ETFs