EBIZ vs. UPGD ETF Comparison

Comparison of Global X E-commerce ETF (EBIZ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
EBIZ

Global X E-commerce ETF

EBIZ Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the Solactive E-commerce Index. The fund invests at least 80% of its total assets in the securities of the underlying index. The index is designed to provide exposure to exchange-listed companies that are positioned to benefit from the increased adoption of e-commerce as a distribution model, including but not limited to companies whose principal business is in operating e-commerce platforms, providing e-commerce software and services, and/or selling goods and services online. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$26.98

Average Daily Volume

4,812

Number of Holdings *

32

* 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

$73.08

Average Daily Volume

1,623

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period EBIZ UPGD
30 Days -0.18% 0.61%
60 Days 10.21% 3.75%
90 Days 10.57% 6.86%
12 Months 44.70% 34.55%
2 Overlapping Holdings
Symbol Grade Weight in EBIZ Weight in UPGD Overlap
CVNA A 6.19% 3.0% 3.0%
EBAY D 4.08% 2.0% 2.0%
EBIZ Overweight 30 Positions Relative to UPGD
Symbol Grade Weight
SHOP A 6.04%
SE B 5.34%
EXPE A 4.89%
JD C 4.83%
TCOM B 4.77%
GDDY A 4.54%
BKNG A 4.41%
BABA D 4.19%
RBA A 4.15%
MELI D 4.03%
AMZN B 3.86%
CSGP F 3.53%
VIPS F 3.41%
ETSY D 3.13%
NTES C 2.98%
WSM F 2.97%
PDD F 2.94%
GLBE B 2.79%
W F 2.49%
ACVA A 2.22%
TRIP D 1.06%
SSTK F 0.58%
TREE F 0.47%
LQDT A 0.41%
BIGC C 0.3%
JMIA F 0.27%
VTEX F 0.25%
ANGI F 0.25%
GRPN F 0.18%
QRTEA F 0.16%
EBIZ Underweight 46 Positions Relative to UPGD
Symbol Grade Weight
PLTR A -3.48%
TOST A -2.95%
KMI A -2.45%
SNAP D -2.37%
RL B -2.36%
EPAM B -2.28%
PCAR B -2.28%
IP A -2.25%
INTC C -2.2%
T A -2.15%
ODFL B -2.15%
XEL A -2.15%
CAH B -2.09%
CARR D -2.06%
CLX A -2.06%
SHW B -2.05%
CHRW A -2.04%
HPQ B -2.01%
CTSH B -2.0%
CHD A -1.98%
NOC D -1.98%
DGX A -1.97%
MMM D -1.94%
LMT D -1.94%
BBY C -1.93%
ECL D -1.91%
SO C -1.9%
MOS D -1.89%
EIX C -1.87%
VZ C -1.85%
HSIC D -1.84%
STX D -1.83%
SJM F -1.77%
BALL D -1.77%
AMCR C -1.77%
HRL D -1.76%
TSN A -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