MILN vs. UPGD ETF Comparison

Comparison of Global X Millennials Thematic ETF (MILN) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
MILN

Global X Millennials Thematic ETF

MILN Description

The investment seeks to provide investment results that correspond generally to the price and yield performance, before fees and expenses, of the INDXX Millennials Thematic Index. The fund invests more than 80% of its total assets in the securities of the underlying index. The underlying index is designed to measure the performance of U.S. listed companies that provide exposure to the millennial generation, as defined by the index provider. The millennial generation refers to the demographic cohort in the U.S. with birth years ranging from 1980 to 2000. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$46.31

Average Daily Volume

7,643

Number of Holdings *

76

* 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 MILN UPGD
30 Days 8.67% 5.22%
60 Days 11.32% 5.30%
90 Days 15.75% 7.09%
12 Months 42.61% 35.27%
4 Overlapping Holdings
Symbol Grade Weight in MILN Weight in UPGD Overlap
CVNA B 1.9% 2.98% 1.9%
EBAY D 2.19% 2.0% 2.0%
KMX B 0.84% 1.78% 0.84%
SNAP C 1.06% 2.12% 1.06%
MILN Overweight 72 Positions Relative to UPGD
Symbol Grade Weight
SPOT B 3.91%
SE B 3.73%
FI A 3.53%
BKNG A 3.48%
PYPL B 3.37%
NFLX A 3.35%
AAPL C 3.27%
COST B 3.24%
DASH A 3.17%
HD A 3.0%
SBUX A 2.95%
LOW D 2.94%
AMZN C 2.88%
INTU C 2.86%
GOOGL C 2.85%
META D 2.82%
SQ B 2.72%
CMG B 2.52%
LULU C 2.38%
UBER D 2.37%
AVB B 2.26%
DIS B 2.23%
NKE D 2.11%
ABNB C 2.04%
EQR B 1.93%
EXPE B 1.6%
INVH D 1.41%
UDR B 1.01%
SFM A 1.0%
SOFI A 0.9%
CPT B 0.9%
DKS C 0.79%
PLNT A 0.57%
MTCH D 0.56%
PTON B 0.56%
SKX D 0.55%
VFC C 0.53%
HIMS B 0.48%
VSCO B 0.48%
LC A 0.48%
LYFT C 0.47%
AN C 0.47%
VMEO B 0.45%
ETSY D 0.43%
LTH C 0.42%
LRN A 0.42%
ZG A 0.41%
CARG C 0.4%
PRDO B 0.4%
UAA C 0.37%
SLM A 0.36%
COLM B 0.34%
GHC C 0.33%
LAUR A 0.32%
IRT A 0.32%
CSR B 0.31%
NNI D 0.3%
CARS B 0.28%
XPOF C 0.26%
STRA C 0.25%
W F 0.25%
CAR C 0.25%
YELP C 0.23%
ANGI D 0.22%
ZIP F 0.22%
CRI D 0.18%
DBI F 0.15%
CPRI F 0.15%
COUR F 0.14%
TRIP F 0.13%
ACCD D 0.11%
CHGG D 0.05%
MILN Underweight 44 Positions Relative to UPGD
Symbol Grade Weight
PLTR B -3.59%
TOST B -3.14%
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%
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%
SHW A -2.0%
VZ C -1.96%
BBY D -1.95%
TSN B -1.94%
SO D -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 D -1.81%
KMB D -1.79%
AMCR D -1.77%
STX D -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 D -1.38%
DG F -1.19%
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