RDIV vs. UPGD ETF Comparison
Comparison of RevenueShares Ultra Dividend Fund (RDIV) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
RDIV
RevenueShares Ultra Dividend Fund
RDIV Description
The investment seeks to outperform the total return performance of the S&P 900® Index, the fund's benchmark index (the "benchmark index"). The fund will invest at least 80% of its net assets in the securities of companies included in the benchmark index. The index is constructed by identifying the top 60 securities from the benchmark index with the highest average of the 1-year trailing dividend yields for the current quarter and each of the past three quarters, which are then re-weighted according to the revenue earned by the companies, subject to certain asset diversification requirements and a maximum 5% per company weighting. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$49.53
Average Daily Volume
34,547
60
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
$70.50
Average Daily Volume
1,791
48
Performance
| Period | RDIV | UPGD |
|---|---|---|
| 30 Days | 0.16% | -1.25% |
| 60 Days | -0.38% | 0.23% |
| 90 Days | 5.60% | 5.34% |
| 12 Months | 39.55% | 32.06% |
RDIV Overweight 56 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PM | A | 5.62% | |
| BMY | A | 5.59% | |
| DUK | C | 5.17% | |
| USB | B | 5.11% | |
| PNC | B | 5.03% | |
| PRU | B | 4.79% | |
| F | D | 3.88% | |
| AEP | D | 3.44% | |
| JWN | C | 2.66% | |
| VTRS | B | 2.52% | |
| ETR | A | 2.47% | |
| FITB | B | 2.39% | |
| FE | D | 2.37% | |
| WMB | A | 2.11% | |
| CFG | A | 2.07% | |
| ES | D | 2.04% | |
| HBAN | B | 2.0% | |
| CAG | D | 1.99% | |
| IPG | F | 1.84% | |
| RF | B | 1.66% | |
| BEN | B | 1.2% | |
| TROW | A | 1.09% | |
| IVZ | A | 1.03% | |
| EVRG | C | 1.02% | |
| FHN | B | 0.9% | |
| HAS | D | 0.89% | |
| PSA | D | 0.88% | |
| PNW | D | 0.84% | |
| SMG | A | 0.75% | |
| VLY | A | 0.71% | |
| TNL | A | 0.68% | |
| VICI | D | 0.67% | |
| CRI | F | 0.54% | |
| EQR | D | 0.52% | |
| EXR | D | 0.5% | |
| POR | C | 0.49% | |
| OGE | C | 0.49% | |
| SR | D | 0.43% | |
| PK | F | 0.43% | |
| JHG | A | 0.41% | |
| LAMR | B | 0.41% | |
| MAA | D | 0.39% | |
| BKH | D | 0.37% | |
| KIM | B | 0.36% | |
| ALE | A | 0.29% | |
| UDR | D | 0.29% | |
| UBSI | A | 0.26% | |
| NWE | D | 0.25% | |
| REG | D | 0.25% | |
| BRX | C | 0.24% | |
| FRT | D | 0.2% | |
| DTM | A | 0.19% | |
| CUBE | D | 0.18% | |
| KRG | D | 0.15% | |
| CDP | B | 0.14% | |
| ADC | C | 0.1% |
RDIV Underweight 44 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -2.71% | |
| CVNA | A | -2.54% | |
| TOST | A | -2.39% | |
| KMI | B | -2.34% | |
| RL | B | -2.28% | |
| T | A | -2.19% | |
| PCAR | C | -2.17% | |
| SNAP | B | -2.16% | |
| CHRW | C | -2.11% | |
| XEL | A | -2.11% | |
| EBAY | D | -2.11% | |
| CARR | D | -2.08% | |
| INTC | C | -2.08% | |
| SO | C | -2.06% | |
| HPQ | B | -2.05% | |
| CLX | B | -2.04% | |
| ECL | C | -2.02% | |
| NOC | D | -2.01% | |
| CAH | B | -1.99% | |
| DGX | B | -1.99% | |
| LMT | D | -1.99% | |
| IP | A | -1.98% | |
| VZ | D | -1.98% | |
| BALL | F | -1.97% | |
| HSIC | D | -1.97% | |
| SHW | D | -1.97% | |
| EIX | D | -1.96% | |
| STX | D | -1.94% | |
| TFX | F | -1.93% | |
| CHD | B | -1.93% | |
| CTSH | D | -1.92% | |
| ODFL | A | -1.91% | |
| MMM | D | -1.9% | |
| MOS | B | -1.89% | |
| HRL | F | -1.88% | |
| SJM | F | -1.88% | |
| EPAM | F | -1.87% | |
| HII | F | -1.84% | |
| KMB | D | -1.84% | |
| CPB | D | -1.83% | |
| TSN | D | -1.82% | |
| KMX | F | -1.71% | |
| SIRI | C | -1.59% | |
| DG | F | -1.28% |
RDIV: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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