PBJ vs. UPGD ETF Comparison
Comparison of PowerShares Dynamic Food & Beverage (PBJ) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.
Grade (RS Rating)
Last Trade
$48.03
Average Daily Volume
20,896
28
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
$66.26
Average Daily Volume
4,917
10
Performance
| Period | PBJ | UPGD |
|---|---|---|
| 30 Days | -0.21% | 2.34% |
| 60 Days | 2.51% | 1.53% |
| 90 Days | 7.25% | 6.85% |
| 12 Months | 2.66% | 25.51% |
0 Overlapping Holdings
| Symbol | Grade | Weight in PBJ | Weight in UPGD | Overlap |
|---|
PBJ Overweight 28 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | B | 5.41% | |
| PEP | B | 4.9% | |
| STZ | D | 4.88% | |
| KHC | C | 4.86% | |
| DASH | D | 4.66% | |
| MDLZ | B | 4.54% | |
| MNST | D | 4.54% | |
| SYY | D | 4.42% | |
| KLG | B | 4.1% | |
| SFM | A | 3.49% | |
| WING | A | 3.02% | |
| TSN | B | 2.9% | |
| DOLE | B | 2.86% | |
| BG | B | 2.84% | |
| FDP | D | 2.8% | |
| AGRO | B | 2.78% | |
| SHAK | B | 2.76% | |
| ANDE | F | 2.7% | |
| BRBR | C | 2.69% | |
| USFD | C | 2.63% | |
| COKE | B | 2.58% | |
| NOMD | D | 2.56% | |
| GO | F | 2.55% | |
| CALM | D | 2.53% | |
| SEB | C | 2.48% | |
| TAP | F | 2.37% | |
| PFGC | D | 2.35% | |
| SAM | D | 2.06% |
PBJ: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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