UPGD vs. ACSI ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to American Customer Satisfaction Core Alpha ETF (ACSI)
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
$73.97
Average Daily Volume
1,708
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
ACSI
American Customer Satisfaction Core Alpha ETF
ACSI Description
American Customer Satisfaction Core Alpha ETF (the %u201CFund%u201D) seeks to track the performance, before fees and expenses, of the American Customer Satisfaction Investable Index (the %u201CIndex%u201D).Grade (RS Rating)
Last Trade
$61.05
Average Daily Volume
156
Number of Holdings
*
33
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | ACSI |
---|---|---|
30 Days | 3.42% | 4.13% |
60 Days | 4.83% | 6.22% |
90 Days | 5.85% | 7.54% |
12 Months | 33.71% | 29.43% |
UPGD Overweight 45 Positions Relative to ACSI
Symbol | Grade | Weight | |
---|---|---|---|
PLTR | B | 3.48% | |
CVNA | B | 3.0% | |
TOST | B | 2.95% | |
KMI | A | 2.45% | |
SNAP | D | 2.37% | |
RL | C | 2.36% | |
EPAM | B | 2.28% | |
PCAR | B | 2.28% | |
IP | A | 2.25% | |
INTC | C | 2.2% | |
ODFL | C | 2.15% | |
XEL | A | 2.15% | |
CAH | B | 2.09% | |
CARR | C | 2.06% | |
SHW | B | 2.05% | |
CHRW | B | 2.04% | |
HPQ | B | 2.01% | |
CTSH | B | 2.0% | |
EBAY | D | 2.0% | |
CHD | A | 1.98% | |
NOC | D | 1.98% | |
DGX | A | 1.97% | |
MMM | D | 1.94% | |
LMT | D | 1.94% | |
BBY | D | 1.93% | |
ECL | D | 1.91% | |
SO | C | 1.9% | |
MOS | F | 1.89% | |
EIX | B | 1.87% | |
HSIC | C | 1.84% | |
STX | C | 1.83% | |
SJM | D | 1.77% | |
BALL | F | 1.77% | |
AMCR | C | 1.77% | |
HRL | D | 1.76% | |
TSN | B | 1.75% | |
KMX | B | 1.75% | |
KHC | F | 1.73% | |
KMB | C | 1.73% | |
CPB | D | 1.66% | |
LYB | F | 1.65% | |
SIRI | C | 1.58% | |
TFX | F | 1.56% | |
HII | F | 1.43% | |
DG | F | 1.16% |
UPGD Underweight 30 Positions Relative to ACSI
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | -6.84% | |
COST | A | -5.69% | |
AMZN | C | -5.34% | |
GOOG | C | -4.95% | |
JPM | A | -4.84% | |
MSFT | D | -4.83% | |
META | D | -4.56% | |
HUM | C | -3.36% | |
PRU | A | -3.24% | |
KO | D | -3.23% | |
NFLX | A | -3.16% | |
TMUS | B | -3.1% | |
UNH | B | -2.86% | |
ALK | B | -2.82% | |
TSLA | B | -2.75% | |
SCHW | B | -2.62% | |
MS | A | -2.6% | |
FDX | B | -2.54% | |
MSI | B | -2.48% | |
TXRH | B | -2.46% | |
HLT | A | -2.36% | |
ORLY | B | -2.34% | |
YUM | D | -2.21% | |
TSCO | D | -2.07% | |
SKX | D | -1.98% | |
LEVI | F | -1.87% | |
AEO | F | -1.81% | |
ATO | A | -1.25% | |
BRK.A | B | -1.22% | |
DUK | C | -1.17% |
UPGD: Top Represented Industries & Keywords
Industries:
Packaged Foods
Aerospace & Defense
Household & Personal Products
Packaging & Containers
Specialty Chemicals
Specialty Retail
Utilities - Regulated Electric
Information Technology Services
Medical Distribution
Software - Infrastructure
Telecom Services
Agricultural Inputs
Apparel Manufacturing
Auto & Truck Dealerships
Broadcasting - Radio
Building Products & Equipment
Computer Systems
Data Storage
Diagnostics & Research
Discount Stores
ACSI: Top Represented Industries & Keywords
Industries:
Specialty Retail
Telecom Services
Capital Markets
Health Care Plans
Internet Content & Information
Restaurants
Airlines
Apparel Manufacturing
Apparel Stores
Auto Manufacturers
Banks - Global
Beverages - Soft Drinks
Communication Equipment
Consumer Electronics
Discount Stores
Footwear & Accessories
Household & Personal Products
Insurance - Diversified
Insurance - Life
Integrated Shipping & Logistics