TEQI vs. UPGD ETF Comparison
Comparison of T. Rowe Price Equity Income ETF (TEQI) to Invesco Bloomberg Analyst Rating Improvers ETF (UPGD)
TEQI
T. Rowe Price Equity Income ETF
TEQI Description
The investment seeks a high level of dividend income and long-term capital growth. The fund will normally invest at least 80% of its assets in common stocks listed in the United States, with an emphasis on large-capitalization stocks that have a strong track record of paying dividends or that are believed to be undervalued (or futures that have similar economic characteristics). It typically employs a value approach in selecting investments. The fund's in-house research team seeks companies that appear to be undervalued by various measures and may be temporarily out of favor but have good prospects for capital appreciation and dividend growth.
Grade (RS Rating)
Last Trade
$43.19
Average Daily Volume
26,363
112
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
$74.13
Average Daily Volume
1,708
48
Performance
| Period | TEQI | UPGD |
|---|---|---|
| 30 Days | 2.26% | 3.42% |
| 60 Days | 3.74% | 4.83% |
| 90 Days | 4.73% | 5.85% |
| 12 Months | 26.07% | 33.71% |
10 Overlapping Holdings
TEQI Overweight 102 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| ELV | F | 2.3% | |
| CB | C | 2.08% | |
| MET | A | 2.06% | |
| GE | D | 2.05% | |
| WFC | A | 2.02% | |
| TTE | F | 1.99% | |
| QCOM | F | 1.96% | |
| AIG | B | 1.85% | |
| LHX | C | 1.81% | |
| PM | B | 1.75% | |
| CF | A | 1.72% | |
| BDX | F | 1.72% | |
| KVUE | A | 1.68% | |
| SWK | D | 1.62% | |
| XOM | B | 1.61% | |
| NWSA | A | 1.57% | |
| UNH | B | 1.57% | |
| WY | F | 1.54% | |
| SCHW | B | 1.49% | |
| EQR | C | 1.49% | |
| MSFT | D | 1.48% | |
| ZBH | C | 1.47% | |
| HIG | B | 1.43% | |
| JPM | A | 1.41% | |
| EQH | C | 1.39% | |
| C | A | 1.34% | |
| WMT | A | 1.23% | |
| HBAN | A | 1.22% | |
| D | C | 1.17% | |
| JNJ | C | 1.17% | |
| CI | D | 1.13% | |
| AMAT | F | 1.13% | |
| FI | A | 1.13% | |
| LVS | B | 1.12% | |
| CVS | D | 1.09% | |
| AEE | A | 1.04% | |
| DIS | B | 1.03% | |
| UPS | C | 1.03% | |
| L | A | 1.01% | |
| USB | A | 0.99% | |
| MDT | D | 0.98% | |
| TXN | C | 0.97% | |
| BA | F | 0.92% | |
| FITB | B | 0.92% | |
| NEE | C | 0.9% | |
| AZN | F | 0.88% | |
| NXPI | D | 0.87% | |
| CAG | F | 0.87% | |
| LUV | C | 0.84% | |
| SNY | F | 0.83% | |
| ACN | B | 0.8% | |
| SRE | A | 0.77% | |
| RYN | D | 0.76% | |
| CL | D | 0.75% | |
| VTRS | A | 0.7% | |
| CMI | A | 0.63% | |
| CMCSA | B | 0.62% | |
| EQT | B | 0.61% | |
| GEV | B | 0.59% | |
| BMY | B | 0.59% | |
| EOG | A | 0.58% | |
| BAC | A | 0.58% | |
| NSC | B | 0.57% | |
| WMB | A | 0.56% | |
| REXR | F | 0.54% | |
| PFE | F | 0.48% | |
| MAT | D | 0.48% | |
| CSX | C | 0.46% | |
| GM | C | 0.41% | |
| MRO | B | 0.4% | |
| TMO | F | 0.37% | |
| COP | C | 0.35% | |
| TJX | A | 0.34% | |
| MRK | D | 0.34% | |
| KSS | F | 0.33% | |
| HON | C | 0.33% | |
| MS | A | 0.33% | |
| SRCL | B | 0.32% | |
| BKR | A | 0.31% | |
| GEHC | D | 0.29% | |
| APO | B | 0.28% | |
| CSCO | B | 0.28% | |
| ABBV | F | 0.27% | |
| BIIB | F | 0.27% | |
| NI | A | 0.25% | |
| HES | B | 0.23% | |
| CRM | B | 0.22% | |
| UNP | C | 0.19% | |
| SLB | C | 0.18% | |
| CVX | A | 0.18% | |
| CNC | D | 0.17% | |
| PCG | A | 0.16% | |
| HUM | C | 0.16% | |
| AMD | F | 0.15% | |
| ROK | C | 0.15% | |
| BK | A | 0.15% | |
| HD | B | 0.12% | |
| ATO | A | 0.1% | |
| MDLZ | F | 0.1% | |
| NWS | A | 0.08% | |
| VNO | C | 0.07% | |
| GS | A | 0.04% |
TEQI Underweight 38 Positions Relative to UPGD
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLTR | B | -3.59% | |
| TOST | B | -3.14% | |
| CVNA | B | -2.98% | |
| KMI | A | -2.53% | |
| RL | C | -2.33% | |
| EPAM | B | -2.22% | |
| PCAR | B | -2.22% | |
| XEL | A | -2.22% | |
| CLX | A | -2.14% | |
| SNAP | D | -2.12% | |
| CHRW | B | -2.08% | |
| CHD | A | -2.05% | |
| CARR | C | -2.03% | |
| HSIC | C | -2.02% | |
| DGX | A | -2.02% | |
| HPQ | B | -2.02% | |
| ODFL | C | -2.01% | |
| EBAY | D | -2.0% | |
| SHW | B | -2.0% | |
| BBY | D | -1.95% | |
| CTSH | B | -1.91% | |
| ECL | D | -1.9% | |
| EIX | B | -1.9% | |
| NOC | D | -1.84% | |
| LMT | D | -1.83% | |
| BALL | F | -1.81% | |
| KMX | B | -1.78% | |
| AMCR | C | -1.77% | |
| STX | C | -1.77% | |
| MOS | F | -1.76% | |
| SJM | D | -1.74% | |
| HRL | D | -1.73% | |
| KHC | F | -1.67% | |
| LYB | F | -1.64% | |
| CPB | D | -1.64% | |
| TFX | F | -1.56% | |
| SIRI | C | -1.46% | |
| HII | F | -1.38% |
TEQI: Top Represented Industries & Keywords
UPGD: Top Represented Industries & Keywords
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