MDCP vs. UPGD ETF Comparison

Comparison of VictoryShares THB Mid Cap ESG ETF (MDCP) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
MDCP

VictoryShares THB Mid Cap ESG ETF

MDCP Description

Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is an exchange traded fund launched and managed by Victory Capital Management Inc. The fund invests in public equity markets across global region. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of mid-cap companies, within the market capitalization range of the Russell Mid Cap Index. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental and quantitative analysis with bottom-up stock picking approach to create its portfolio. The fund does not invest in companies operating across manufacture of complete tobacco products, cluster munitions, thermal coal and fossil fuels sectors. It employs internal, external and proprietary research to create its portfolio. Victory Portfolios II - VictoryShares THB Mid Cap ESG ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$26.69

Average Daily Volume

75,247

Number of Holdings *

30

* 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

$64.54

Average Daily Volume

5,140

Number of Holdings *

10

* may have additional holdings in another (foreign) market
Performance
Period MDCP UPGD
30 Days -4.90% -1.60%
60 Days -3.02% -1.16%
90 Days -0.41% 5.58%
12 Months 15.24% 22.85%
2 Overlapping Holdings
Symbol Grade Weight in MDCP Weight in UPGD Overlap
PCAR D 3.45% 2.16% 2.16%
ROL B 3.79% 2.12% 2.12%
MDCP Overweight 28 Positions Relative to UPGD
Symbol Grade Weight
APH A 5.07%
HEI A 4.57%
NVR D 4.56%
CSL A 3.99%
DHI C 3.93%
WAB A 3.86%
CACI A 3.85%
FAST C 3.8%
PTC D 3.71%
CF F 3.53%
ANSS F 3.37%
CHE F 3.33%
ROST F 3.32%
POOL F 3.31%
GGG F 3.28%
HOLX B 3.25%
GWW D 3.18%
NEU D 3.15%
WST F 3.0%
TDY F 2.84%
CPRT D 2.72%
TTC D 2.64%
DAR F 2.6%
ODFL F 2.6%
LFUS C 2.48%
KEYS C 2.39%
JBHT F 2.24%
LSTR D 2.19%
MDCP Underweight 8 Positions Relative to UPGD
Symbol Grade Weight
NRG A -2.48%
HUBB D -2.22%
ORCL D -2.2%
MMM A -2.19%
WSO A -2.16%
MKC B -2.16%
AGR B -2.16%
IP C -2.13%
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