DIVZ vs. UPGD ETF Comparison
Comparison of TrueShares Low Volatility Equity Income ETF (DIVZ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
DIVZ
TrueShares Low Volatility Equity Income ETF
DIVZ Description
The investment seeks to provide capital appreciation with lower volatility and a higher dividend yield compared to the S&P 500 Index. The fund is an actively-managed ETF that seeks to achieve its investment objective by purchasing 25-35 stocks of companies that pay dividends and expect to grow the dividends over time and are trading at attractive valuations at the time of the investment. Under normal circumstances, at least 80% of its net assets, plus borrowings for investment purposes, will be invested in equity securities, including common stocks and American Depositary Receipts (ADRs). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$30.11
Average Daily Volume
41,859
30
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
$64.94
Average Daily Volume
2,870
10
Performance
| Period | DIVZ | UPGD |
|---|---|---|
| 30 Days | -2.65% | -2.30% |
| 60 Days | 5.11% | 1.93% |
| 90 Days | 4.88% | 0.48% |
| 12 Months | 10.29% | 15.26% |
1 Overlapping Holdings
| Symbol | Grade | Weight in DIVZ | Weight in UPGD | Overlap | |
|---|---|---|---|---|---|
| KMI | B | 3.02% | 2.15% | 2.15% |
DIVZ Overweight 29 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | B | 5.8% | |
| VZ | C | 4.66% | |
| AEP | B | 4.62% | |
| C | D | 4.6% | |
| BTI | B | 4.5% | |
| AVGO | A | 4.25% | |
| PM | B | 4.11% | |
| XOM | D | 4.04% | |
| CVX | D | 3.55% | |
| HSY | F | 3.41% | |
| ORCL | B | 3.23% | |
| QCOM | A | 3.15% | |
| GS | B | 3.1% | |
| PFE | C | 3.1% | |
| APD | B | 3.07% | |
| DVN | D | 3.06% | |
| MS | B | 3.02% | |
| EOG | D | 2.9% | |
| AES | B | 2.88% | |
| UNH | C | 2.87% | |
| MDT | C | 2.53% | |
| JNJ | F | 2.46% | |
| GPC | D | 2.45% | |
| OWL | D | 2.34% | |
| TSM | A | 2.17% | |
| PEP | D | 1.85% | |
| ACI | F | 1.62% | |
| LMT | C | 1.24% | |
| KVUE | F | 1.0% |
DIVZ: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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