STNC vs. UPGD ETF Comparison
Comparison of Stance Equity ESG Large Cap Core ETF (STNC) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
STNC
Stance Equity ESG Large Cap Core ETF
STNC Description
The Fund is an actively managed exchange-traded fund (“ETF”) that will invest, under normal circumstances at least 80% of the value of its net assets (plus the amount of any borrowings for investment purposes) in exchange-traded equity securities of U.S. large capitalization issuers that meet environmental, social, and governance (“ESG”) standards, as determined and in the sole discretion of Stance Capital, LLC. The Fund currently considers companies within the Russell 1000® Index and S&P 500® Index to be large capitalization issuers.
Grade (RS Rating)
Last Trade
$28.70
Average Daily Volume
8,766
35
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
$64.20
Average Daily Volume
5,150
10
Performance
| Period | STNC | UPGD |
|---|---|---|
| 30 Days | -4.27% | -2.64% |
| 60 Days | -2.57% | -1.67% |
| 90 Days | 1.12% | 4.79% |
| 12 Months | 7.92% | 21.25% |
1 Overlapping Holdings
| Symbol | Grade | Weight in STNC | Weight in UPGD | Overlap | |
|---|---|---|---|---|---|
| MKC | B | 3.6% | 2.16% | 2.16% |
STNC Overweight 34 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | 4.53% | |
| AVGO | D | 4.04% | |
| BRO | C | 4.02% | |
| TDG | A | 4.01% | |
| GWW | D | 3.8% | |
| CI | A | 3.75% | |
| HLT | C | 3.73% | |
| MA | D | 3.68% | |
| MSFT | C | 3.67% | |
| AON | D | 3.66% | |
| ELV | A | 3.46% | |
| V | C | 3.44% | |
| GOOGL | A | 3.43% | |
| REGN | C | 3.41% | |
| SNA | D | 3.32% | |
| AFL | A | 3.25% | |
| HPQ | D | 3.22% | |
| CNC | D | 3.21% | |
| T | B | 3.2% | |
| PSA | D | 3.12% | |
| MMC | C | 3.03% | |
| AAPL | F | 2.99% | |
| NKE | F | 2.89% | |
| CTSH | D | 2.85% | |
| APH | A | 2.49% | |
| ADM | D | 2.14% | |
| NFLX | D | 1.98% | |
| CSX | D | 1.51% | |
| OTIS | D | 1.32% | |
| AVY | B | 1.2% | |
| DHR | B | 0.75% | |
| LOW | D | 0.27% | |
| TXN | A | 0.26% | |
| A | C | 0.21% |
STNC: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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