FMCX vs. UPGD ETF Comparison
Comparison of FMC Excelsior Focus Equity ETF (FMCX) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
FMCX
FMC Excelsior Focus Equity ETF
FMCX Description
The fund is an actively managed exchange-traded fund (?ETF?) that, during normal market conditions, seeks to invest in approximately 25-30 U.S. exchange-traded common stocks of companies that are listed on U.S. national securities exchanges and trade contemporaneously with the shares of the fund. The fund adviser may also hold concentrated positions in common stocks, although the fund?s guidelines provide that no single investment should generally be more than 10% of the fund?s portfolio at acquisition. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$31.80
Average Daily Volume
75
52
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
$73.76
Average Daily Volume
1,678
48
Performance
| Period | FMCX | UPGD |
|---|---|---|
| 30 Days | 0.15% | 1.39% |
| 60 Days | 2.99% | 3.46% |
| 90 Days | 6.20% | 5.62% |
| 12 Months | 25.02% | 32.57% |
0 Overlapping Holdings
| Symbol | Grade | Weight in FMCX | Weight in UPGD | Overlap |
|---|
FMCX Overweight 52 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| AAPL | C | 6.93% | |
| UNH | B | 6.84% | |
| KKR | B | 6.14% | |
| IAC | D | 5.35% | |
| AMZN | B | 5.01% | |
| GDDY | A | 4.98% | |
| MSFT | D | 4.79% | |
| LBRDK | C | 4.24% | |
| LSXMK | D | 4.22% | |
| GGG | B | 3.98% | |
| PYPL | B | 3.9% | |
| MTCH | F | 3.18% | |
| LSXMA | D | 1.79% | |
| GOOGL | B | 1.77% | |
| LBRDA | C | 1.74% | |
| PG | C | 1.3% | |
| PM | A | 1.21% | |
| YUM | D | 1.18% | |
| CMCSA | B | 1.13% | |
| MCD | D | 1.12% | |
| AMGN | D | 1.11% | |
| KEYS | A | 1.06% | |
| VUSB | A | 0.92% | |
| ICSH | A | 0.92% | |
| GILD | B | 0.87% | |
| CL | D | 0.85% | |
| MO | A | 0.84% | |
| ENTG | F | 0.82% | |
| ARWR | D | 0.72% | |
| NKE | F | 0.68% | |
| HON | B | 0.6% | |
| DHR | D | 0.55% | |
| GOOG | B | 0.5% | |
| BAX | F | 0.47% | |
| YUMC | B | 0.42% | |
| MUSA | B | 0.4% | |
| SPGI | D | 0.37% | |
| MTX | C | 0.33% | |
| KEX | A | 0.33% | |
| EQR | C | 0.3% | |
| JPM | B | 0.3% | |
| MUR | D | 0.25% | |
| V | A | 0.21% | |
| FWONK | A | 0.21% | |
| BKNG | A | 0.19% | |
| FLWS | D | 0.15% | |
| GD | D | 0.13% | |
| BATRK | D | 0.11% | |
| PNR | B | 0.1% | |
| FWONA | A | 0.05% | |
| VMEO | B | 0.03% | |
| BATRA | F | 0.02% |
FMCX Underweight 48 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.48% | |
| CVNA | B | -3.0% | |
| TOST | A | -2.95% | |
| KMI | A | -2.45% | |
| SNAP | D | -2.37% | |
| RL | C | -2.36% | |
| EPAM | C | -2.28% | |
| PCAR | C | -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 | C | -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 | D | -1.89% | |
| EIX | C | -1.87% | |
| VZ | C | -1.85% | |
| HSIC | C | -1.84% | |
| STX | D | -1.83% | |
| SJM | D | -1.77% | |
| BALL | D | -1.77% | |
| AMCR | C | -1.77% | |
| HRL | D | -1.76% | |
| TSN | B | -1.75% | |
| KMX | C | -1.75% | |
| KHC | F | -1.73% | |
| KMB | C | -1.73% | |
| CPB | D | -1.66% | |
| LYB | F | -1.65% | |
| SIRI | D | -1.58% | |
| TFX | F | -1.56% | |
| HII | F | -1.43% | |
| DG | F | -1.16% |
FMCX: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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