XTL vs. UPGD ETF Comparison

Comparison of SPDR S&P Telecom ETF (XTL) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
XTL

SPDR S&P Telecom ETF

XTL 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 telecommunications segment of a U.S. total market composite index. In seeking to track the performance of the S&P Telecom 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 telecommunications industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$107.70

Average Daily Volume

15,491

Number of Holdings *

38

* 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

$73.97

Average Daily Volume

1,708

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period XTL UPGD
30 Days 5.43% 3.42%
60 Days 9.02% 4.83%
90 Days 13.00% 5.85%
12 Months 55.48% 33.71%
2 Overlapping Holdings
Symbol Grade Weight in XTL Weight in UPGD Overlap
T A 4.06% 2.15% 2.15%
VZ C 3.64% 1.85% 1.85%
XTL Overweight 36 Positions Relative to UPGD
Symbol Grade Weight
LITE B 6.03%
CIEN C 4.91%
TMUS B 4.63%
CSCO B 4.6%
FFIV B 4.55%
MSI B 4.42%
ANET C 4.24%
CCOI B 4.22%
LUMN C 4.09%
JNPR D 3.93%
FYBR C 3.77%
TDS B 3.75%
NPAB F 3.55%
IRDM D 3.43%
EXTR C 2.95%
INFN D 2.74%
UI B 2.04%
CALX D 2.02%
VIAV C 1.84%
AAOI B 1.81%
NTCT C 1.8%
VSAT F 1.64%
USM B 1.46%
HLIT D 1.42%
GOGO C 0.98%
GSAT C 0.97%
COMM D 0.82%
LILAK D 0.76%
BAND B 0.73%
DGII C 0.72%
ATEX F 0.6%
IDT B 0.49%
CLFD F 0.43%
NTGR B 0.4%
SHEN F 0.35%
AVNW F 0.14%
XTL Underweight 46 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.48%
CVNA B -3.0%
TOST B -2.95%
KMI A -2.45%
SNAP D -2.37%
RL C -2.36%
EPAM B -2.28%
PCAR B -2.28%
IP A -2.25%
INTC C -2.2%
ODFL C -2.15%
XEL A -2.15%
CAH B -2.09%
CARR C -2.06%
CLX A -2.06%
SHW B -2.05%
CHRW B -2.04%
HPQ B -2.01%
CTSH B -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%
BBY D -1.93%
ECL D -1.91%
SO C -1.9%
MOS F -1.89%
EIX B -1.87%
HSIC C -1.84%
STX C -1.83%
SJM D -1.77%
BALL F -1.77%
AMCR C -1.77%
HRL D -1.76%
TSN B -1.75%
KMX B -1.75%
KHC F -1.73%
KMB C -1.73%
CPB D -1.66%
LYB F -1.65%
SIRI C -1.58%
TFX F -1.56%
HII F -1.43%
DG F -1.16%
Compare ETFs