MDPL vs. UPGD ETF Comparison
Comparison of Monarch Dividend Plus Index ETF (MDPL) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
MDPL
Monarch Dividend Plus Index ETF
MDPL Description
MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.
Grade (RS Rating)
Last Trade
$27.32
Average Daily Volume
4,985
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
$74.83
Average Daily Volume
1,729
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
Performance
| Period | MDPL | UPGD |
|---|---|---|
| 30 Days | 3.67% | 5.22% |
| 60 Days | 2.66% | 5.30% |
| 90 Days | 3.80% | 7.09% |
| 12 Months | 35.27% |
MDPL Overweight 26 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| OVV | B | 3.53% | |
| TAP | C | 3.52% | |
| OC | A | 3.47% | |
| GPC | D | 3.44% | |
| CVS | D | 3.42% | |
| CI | F | 3.41% | |
| FANG | D | 3.39% | |
| JNJ | D | 3.37% | |
| WTW | B | 3.35% | |
| CABO | C | 3.34% | |
| ALSN | B | 3.34% | |
| SSNC | B | 3.33% | |
| SON | D | 3.33% | |
| CMCSA | B | 3.32% | |
| NXST | C | 3.31% | |
| MKTX | D | 3.3% | |
| RGLD | C | 3.3% | |
| G | B | 3.29% | |
| HSY | F | 3.28% | |
| KR | B | 3.28% | |
| GPK | C | 3.26% | |
| STLD | B | 3.21% | |
| ELV | F | 3.21% | |
| MRK | F | 3.18% | |
| CAG | D | 3.17% | |
| IPG | D | 3.12% |
MDPL Underweight 44 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.59% | |
| TOST | B | -3.14% | |
| CVNA | B | -2.98% | |
| KMI | A | -2.53% | |
| RL | B | -2.33% | |
| IP | B | -2.28% | |
| T | A | -2.24% | |
| EPAM | C | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| INTC | D | -2.21% | |
| CLX | B | -2.14% | |
| SNAP | C | -2.12% | |
| CAH | B | -2.09% | |
| CHRW | C | -2.08% | |
| CHD | B | -2.05% | |
| CARR | D | -2.03% | |
| HSIC | B | -2.02% | |
| DGX | A | -2.02% | |
| HPQ | B | -2.02% | |
| ODFL | B | -2.01% | |
| EBAY | D | -2.0% | |
| SHW | A | -2.0% | |
| VZ | C | -1.96% | |
| BBY | D | -1.95% | |
| TSN | B | -1.94% | |
| SO | D | -1.92% | |
| MMM | D | -1.92% | |
| ECL | D | -1.9% | |
| EIX | B | -1.9% | |
| NOC | D | -1.84% | |
| LMT | D | -1.83% | |
| BALL | D | -1.81% | |
| KMB | D | -1.79% | |
| KMX | B | -1.78% | |
| STX | D | -1.77% | |
| MOS | F | -1.76% | |
| 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 | D | -1.38% |
MDPL: Top Represented Industries & Keywords
Industries:
Health Care Plans
Packaging & Containers
Drug Manufacturers - Major
Oil & Gas E&P
Packaged Foods
Advertising Agencies
Auto Parts
Beverages - Brewers
Broadcasting - TV
Building Materials
Business Services
Capital Markets
Confectioners
Discount Stores
Gold
Grocery Stores
Information Technology Services
Insurance Brokers
Pay TV
Software - Infrastructure
UPGD: Top Represented Industries & Keywords
Industries:
Packaged Foods
Aerospace & Defense
Household & Personal Products
Packaging & Containers
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Information Technology Services
Medical Distribution
Software - Infrastructure
Telecom Services
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Broadcasting - Radio
Building Products & Equipment
Computer Systems
Data Storage
Diagnostics & Research
Discount Stores
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