TBG vs. UPGD ETF Comparison
Comparison of TBG Dividend Focus ETF (TBG) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
TBG
TBG Dividend Focus ETF
TBG Description
The fund seeks to achieve its investment objective by investing in equity securities of small-, mid- and large- capitalization companies that the sub-adviser believes have the potential to grow their dividends over time. The fund will invest primarily in companies that have operations in and/or domiciled in the U.S. and that trade on U.S. stock exchanges. In addition, the fund may invest in real estate investment trusts (REITs) and master limited partnerships (MLPs).
Grade (RS Rating)
Last Trade
$33.72
Average Daily Volume
16,908
33
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
48
Performance
| Period | TBG | UPGD |
|---|---|---|
| 30 Days | 3.97% | 5.22% |
| 60 Days | 5.35% | 5.30% |
| 90 Days | 9.29% | 7.09% |
| 12 Months | 34.63% | 35.27% |
TBG Overweight 29 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPG | B | 4.58% | |
| CVX | A | 4.39% | |
| IBM | C | 4.34% | |
| ET | A | 4.26% | |
| GILD | C | 4.09% | |
| CSCO | B | 4.01% | |
| EPD | A | 3.85% | |
| BX | A | 3.72% | |
| CMI | A | 3.66% | |
| TFC | A | 3.5% | |
| OWL | A | 3.2% | |
| MRK | F | 3.19% | |
| KVUE | A | 3.15% | |
| AEP | D | 2.9% | |
| PG | A | 2.78% | |
| MS | A | 2.51% | |
| LAMR | D | 2.49% | |
| GIS | D | 2.46% | |
| TXN | C | 2.39% | |
| MC | C | 2.16% | |
| JPM | A | 2.09% | |
| APO | B | 2.06% | |
| XOM | B | 1.94% | |
| PEP | F | 1.9% | |
| AMGN | D | 1.9% | |
| SBUX | A | 1.7% | |
| JNJ | D | 1.54% | |
| AVGO | D | 1.32% | |
| MCD | D | 1.19% |
TBG Underweight 44 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% | |
| IP | B | -2.28% | |
| T | A | -2.24% | |
| EPAM | C | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| INTC | D | -2.21% | |
| 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% | |
| SHW | A | -2.0% | |
| 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% | |
| BALL | D | -1.81% | |
| KMB | D | -1.79% | |
| KMX | B | -1.78% | |
| AMCR | D | -1.77% | |
| STX | D | -1.77% | |
| MOS | F | -1.76% | |
| 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% |
TBG: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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