CWS vs. UPGD ETF Comparison

Comparison of AdvisorShares Focused Equity ETF (CWS) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)

CWS

AdvisorShares Focused Equity ETF

CWS Description

The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.

Grade (RS Rating)

Last Trade

$60.38

Average Daily Volume

13,515

Number of Holdings ^*

* 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

$64.20

Average Daily Volume

5,150

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	CWS	UPGD
30 Days	-4.10%	-2.64%
60 Days	-2.40%	-1.67%
90 Days	-0.37%	4.79%
12 Months	18.75%	21.25%

1 Overlapping Holdings

	Symbol	Grade	Weight in CWS	Weight in UPGD	Overlap
	ROL	B	3.77%	2.12%	2.12%

CWS Overweight 22 Positions Relative to UPGD

Symbol	Grade	Weight
MLR	B	4.55%
APH	A	4.42%
HEI	A	4.41%
SYK	C	4.31%
OTIS	C	4.18%
TMO	B	4.16%
AFL	A	4.0%
ICE	C	4.0%
SLGN	B	3.97%
SAIC	C	3.94%
HSY	C	3.93%
FICO	D	3.92%
INTU	C	3.9%
CE	D	3.87%
AGM	A	3.82%
ABT	D	3.8%
MCO	C	3.78%
BR	C	3.72%
AWK	B	3.53%
PII	F	3.52%
MGRC	D	3.47%
FDS	D	3.44%

CWS Underweight 9 Positions Relative to UPGD

Symbol	Grade	Weight
NRG	A	-2.48%
HUBB	D	-2.22%
ORCL	D	-2.2%
MMM	A	-2.19%
WSO	A	-2.16%
MKC	B	-2.16%
AGR	B	-2.16%
PCAR	D	-2.16%
IP	C	-2.13%