UPGD vs. FTIF ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to First Trust Bloomberg Inflation Sensitive Equity ETF (FTIF)
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
FTIF

First Trust Bloomberg Inflation Sensitive Equity ETF

FTIF Description Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in the common stocks that comprise the index. The fund, using an indexing investment approach, attempts to replicate, before fees and expenses, the total return performance of the index, which includes dividends paid by the common stocks in the index. The index is a rules-based index. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$23.93

Average Daily Volume

578

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period UPGD FTIF
30 Days 5.22% 3.56%
60 Days 5.30% 2.96%
90 Days 7.09% 2.33%
12 Months 35.27% 15.55%
5 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in FTIF Overlap
IP B 2.28% 2.56% 2.28%
LMT D 1.83% 2.27% 1.83%
LYB F 1.64% 1.68% 1.64%
MOS F 1.76% 1.77% 1.76%
PCAR B 2.22% 2.17% 2.17%
UPGD Overweight 43 Positions Relative to FTIF
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%
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%
SHW A 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%
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%
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%
UPGD Underweight 43 Positions Relative to FTIF
Symbol Grade Weight
CMI A -2.56%
PKG A -2.51%
JLL D -2.5%
PWR A -2.47%
WAB B -2.41%
RTX C -2.31%
SPG B -2.28%
OHI C -2.26%
CAT B -2.26%
CF B -2.25%
KEYS A -2.19%
DOV A -2.18%
RGLD C -2.17%
RS B -2.13%
EOG A -2.09%
MGY A -2.09%
CSX B -2.07%
LAMR D -2.07%
UNP C -2.02%
ESI A -2.02%
EMN D -2.0%
SM B -1.99%
MRO B -1.96%
AMH D -1.96%
WPC D -1.94%
COP C -1.92%
HST C -1.89%
UPS C -1.89%
IFF D -1.82%
CHX C -1.81%
SLB C -1.79%
MPC D -1.78%
FANG D -1.78%
VLO C -1.74%
HAL C -1.73%
DOW F -1.63%
DVN F -1.61%
WMS D -1.59%
MUR D -1.57%
DINO D -1.55%
APA D -1.49%
WFRD D -1.32%
PBF D -1.31%
Compare ETFs