JXI vs. UPGD ETF Comparison
Comparison of iShares Global Utilities ETF (JXI) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
JXI
iShares Global Utilities ETF
JXI Description
The investment seeks to track the investment results of an index composed of global equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the S&P Global 1200 Utilities Sector IndexTM, which measures the performance of companies that S&P Dow Jones Indices LLC ("S&P"), a subsidiary of McGraw Hill Financial, Inc., deems to be part of the utilities sector of the economy and that S&P believes are important to global markets. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$69.04
Average Daily Volume
15,391
31
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
48
Performance
| Period | JXI | UPGD |
|---|---|---|
| 30 Days | -1.62% | 3.42% |
| 60 Days | -0.86% | 4.83% |
| 90 Days | 3.85% | 5.85% |
| 12 Months | 24.28% | 33.71% |
JXI Overweight 28 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | C | 8.93% | |
| DUK | C | 4.93% | |
| CEG | C | 4.0% | |
| SRE | A | 3.33% | |
| AEP | C | 2.93% | |
| VST | A | 2.79% | |
| D | C | 2.76% | |
| PCG | A | 2.57% | |
| PEG | A | 2.53% | |
| EXC | C | 2.23% | |
| ED | C | 1.91% | |
| ETR | B | 1.82% | |
| WEC | A | 1.77% | |
| AWK | C | 1.49% | |
| DTE | C | 1.42% | |
| PPL | A | 1.42% | |
| AEE | A | 1.39% | |
| ATO | A | 1.29% | |
| ES | C | 1.26% | |
| FE | C | 1.22% | |
| CMS | C | 1.16% | |
| CNP | A | 1.15% | |
| NRG | B | 1.09% | |
| NI | A | 0.94% | |
| LNT | A | 0.89% | |
| EVRG | A | 0.84% | |
| PNW | A | 0.6% | |
| AES | F | 0.57% |
JXI Underweight 45 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% | |
| T | A | -2.15% | |
| ODFL | C | -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% | |
| MOS | F | -1.89% | |
| VZ | C | -1.85% | |
| 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% |
JXI: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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