UPGD vs. IPDP ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Dividend Performers ETF (IPDP)
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
$64.94
Average Daily Volume
2,870
Number of Holdings
*
10
* may have additional holdings in another (foreign) market
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$18.32
Average Daily Volume
2,114
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
| Period | UPGD | IPDP |
|---|---|---|
| 30 Days | -2.30% | -1.45% |
| 60 Days | 1.93% | 4.65% |
| 90 Days | 0.48% | 1.18% |
| 12 Months | 15.26% | 21.36% |
UPGD Underweight 47 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | A | -2.12% | |
| SYK | B | -2.1% | |
| ECL | A | -2.08% | |
| QCOM | A | -2.08% | |
| CAH | D | -2.07% | |
| AAPL | B | -2.06% | |
| ABM | B | -2.05% | |
| KLAC | A | -2.04% | |
| HNI | C | -2.03% | |
| AVGO | A | -2.03% | |
| MSI | A | -2.02% | |
| HD | C | -2.02% | |
| BRC | B | -2.01% | |
| ABT | D | -2.01% | |
| MRK | B | -2.01% | |
| MMC | A | -2.0% | |
| DCI | D | -2.0% | |
| TROW | B | -1.99% | |
| ELV | B | -1.99% | |
| BRO | A | -1.98% | |
| HIG | B | -1.97% | |
| CSCO | F | -1.97% | |
| SEIC | D | -1.97% | |
| ADP | C | -1.97% | |
| TRV | D | -1.96% | |
| CSX | D | -1.96% | |
| CTAS | A | -1.96% | |
| AMP | C | -1.96% | |
| APH | A | -1.96% | |
| SNA | D | -1.95% | |
| GPC | D | -1.95% | |
| UNH | C | -1.94% | |
| JNJ | F | -1.93% | |
| RGA | B | -1.93% | |
| UPS | F | -1.93% | |
| DOV | C | -1.92% | |
| ACN | F | -1.92% | |
| AOS | C | -1.92% | |
| APOG | D | -1.91% | |
| AIT | D | -1.9% | |
| NSP | F | -1.89% | |
| ETN | D | -1.88% | |
| IEX | D | -1.88% | |
| GWW | C | -1.84% | |
| WTS | D | -1.78% | |
| A | D | -1.75% | |
| LECO | F | -1.68% |
UPGD: Top Represented Industries & Keywords
Industries:
Utilities - Regulated Electric
Computer Systems
Diversified Industrials
Electronics Distribution
Internet Content & Information
Oil & Gas Midstream
Packaging & Containers
Specialty Industrial Machinery
Utilities - Independent Power Producers
Keywords:
S&P 500
Air Conditioning
Electricity
Heating
Refrigeration
Ventilating
Applied Sciences
Biomass
Fossil Fuel
Heat Pump
Laser
Refrigerant
Adhesives
Advertising Products
Air Conditioning Systems
Air Handler
Asset Management Services
Business Intelligence
Business Intelligence Solutions
Camera
IPDP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
Communication Equipment
Drug Manufacturers - Major
Health Care Plans
Industrial Distribution
Insurance Brokers
Medical Devices
Medical Distribution
Semiconductors
Specialty Industrial Machinery
Tools & Accessories
Building Materials
Business Equipment
Computer Systems
Consumer Electronics
Diagnostics & Research
Electronic Components
Home Improvement Stores
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