RSPM vs. UPGD ETF Comparison

Comparison of Invesco S&P 500 Equal Weight Materials ETF (RSPM) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
RSPM

Invesco S&P 500 Equal Weight Materials ETF

RSPM Description

The fund generally will invest at least 90% of its total assets in securities that comprise the underlying index. The underlying index is composed of all of the components of the S&P 500® Materials Index, an index that contains the common stocks of all companies included in the S&P 500® Index that are classified as members of the materials sector, as defined according to the Global Industry Classification Standard (GICS).

Grade (RS Rating)

Last Trade

$36.61

Average Daily Volume

17,710

Number of Holdings *

28

* 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 RSPM UPGD
30 Days -0.61% 5.22%
60 Days 0.73% 5.30%
90 Days 2.04% 7.09%
12 Months 18.94% 35.27%
7 Overlapping Holdings
Symbol Grade Weight in RSPM Weight in UPGD Overlap
AMCR D 3.31% 1.77% 1.77%
BALL D 3.35% 1.81% 1.81%
ECL D 3.53% 1.9% 1.9%
IP B 4.18% 2.28% 2.28%
LYB F 3.16% 1.64% 1.64%
MOS F 3.56% 1.76% 1.76%
SHW A 3.69% 2.0% 2.0%
RSPM Overweight 21 Positions Relative to UPGD
Symbol Grade Weight
STLD B 4.36%
VMC B 4.25%
ALB C 4.17%
MLM B 4.04%
PKG A 4.0%
SW A 4.0%
APD A 3.97%
CF B 3.87%
NUE C 3.64%
DD D 3.64%
CTVA C 3.62%
FCX D 3.62%
EMN D 3.49%
PPG F 3.47%
LIN D 3.45%
AVY D 3.25%
DOW F 3.18%
FMC D 3.12%
IFF D 3.08%
NEM D 2.7%
CE F 2.14%
RSPM Underweight 41 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%
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%
VZ C -1.96%
BBY D -1.95%
TSN B -1.94%
SO D -1.92%
MMM D -1.92%
CTSH B -1.91%
EIX B -1.9%
NOC D -1.84%
LMT D -1.83%
KMB D -1.79%
KMX B -1.78%
STX D -1.77%
SJM D -1.74%
HRL D -1.73%
KHC F -1.67%
CPB D -1.64%
TFX F -1.56%
SIRI C -1.46%
HII D -1.38%
DG F -1.19%
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