LCLG vs. UPGD ETF Comparison

Comparison of Logan Capital Broad Innovative Growth ETF (LCLG) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
LCLG

Logan Capital Broad Innovative Growth ETF

LCLG Description

The investment seeks long-term capital appreciation. Under normal market conditions, the fund invests primarily in securities of companies that use innovative technologies or ideas to gain advantage over competitors. The Advisor expects to invest principally in large capitalization equity securities that are traded on U.S. securities exchanges. The fund may invest up to 20% of its total assets in securities of foreign issuers, including issuers in emerging markets.

Grade (RS Rating)

Last Trade

$52.90

Average Daily Volume

575

Number of Holdings *

57

* 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

$73.97

Average Daily Volume

1,708

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period LCLG UPGD
30 Days 7.03% 3.42%
60 Days 9.73% 4.83%
90 Days 10.64% 5.85%
12 Months 40.52% 33.71%
2 Overlapping Holdings
Symbol Grade Weight in LCLG Weight in UPGD Overlap
ODFL C 2.16% 2.01% 2.01%
SHW B 1.58% 2.0% 1.58%
LCLG Overweight 55 Positions Relative to UPGD
Symbol Grade Weight
APP B 5.16%
NFLX A 5.14%
AAPL C 4.63%
MA B 4.62%
AMZN C 4.3%
APH A 4.28%
AVGO D 3.99%
META D 3.86%
KLAC F 3.65%
DKS D 3.01%
CTAS B 2.83%
URI C 2.58%
GOOGL C 2.56%
FAST B 2.32%
DECK A 1.86%
GOOG C 1.8%
TTD B 1.78%
COIN C 1.78%
LAD A 1.76%
BURL B 1.75%
ANET C 1.69%
WSM C 1.65%
CPRT B 1.62%
MTD F 1.58%
TXRH B 1.54%
LECO C 1.46%
EA A 1.32%
WAT C 1.29%
SBUX A 1.28%
ZBRA B 1.2%
ADBE C 1.1%
ACN B 1.07%
MAR A 0.98%
NDSN B 0.96%
HD B 0.93%
GPK C 0.9%
LPLA A 0.87%
MNST C 0.87%
PAYC B 0.84%
A D 0.82%
HUBB B 0.8%
IQV F 0.69%
LOGI D 0.68%
LULU C 0.66%
ZTS D 0.59%
TRMB B 0.58%
ELF C 0.56%
ETN A 0.53%
POOL C 0.45%
CRL D 0.41%
NSP F 0.4%
LW C 0.38%
RH C 0.36%
OMF A 0.35%
IPGP D 0.25%
LCLG Underweight 46 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.59%
TOST B -3.14%
CVNA B -2.98%
KMI A -2.53%
RL C -2.33%
IP A -2.28%
T A -2.24%
EPAM B -2.22%
PCAR B -2.22%
XEL A -2.22%
INTC C -2.21%
CLX A -2.14%
SNAP D -2.12%
CAH B -2.09%
CHRW B -2.08%
CHD A -2.05%
CARR C -2.03%
HSIC C -2.02%
DGX A -2.02%
HPQ B -2.02%
EBAY D -2.0%
VZ C -1.96%
BBY D -1.95%
TSN B -1.94%
SO C -1.92%
MMM D -1.92%
CTSH B -1.91%
ECL D -1.9%
EIX B -1.9%
NOC D -1.84%
LMT D -1.83%
BALL F -1.81%
KMB C -1.79%
KMX B -1.78%
AMCR C -1.77%
STX C -1.77%
MOS F -1.76%
SJM D -1.74%
HRL D -1.73%
KHC F -1.67%
LYB F -1.64%
CPB D -1.64%
TFX F -1.56%
SIRI C -1.46%
HII F -1.38%
DG F -1.19%
Compare ETFs