UPGD vs. MDEV ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to First Trust Indxx Medical Devices ETF (MDEV)
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
MDEV

First Trust Indxx Medical Devices ETF

MDEV Description First Trust Exchange-Traded Fund VI - First Trust Indxx Medical Devices ETF is an exchange traded fund launched and managed by First Trust Advisors L.P. The fund invests in the public equity markets across the globe. It invests in the stocks of companies operating in the medical devices industry that includes companies that focus on developing equipment, instruments, and machines to diagnose, monitor, and treat diseases. The fund invests in growth and value stocks of companies across diversified market capitalizations. It replicates the performance of the Indxx Global Medical Equipment Index, by using full replication technique. First Trust Exchange-Traded Fund VI - First Trust Indxx Medical Devices ETF is domiciled in the United States.

Grade (RS Rating)

Last Trade

$21.10

Average Daily Volume

287

Number of Holdings *

29

* may have additional holdings in another (foreign) market
Performance
Period UPGD MDEV
30 Days 5.22% -3.19%
60 Days 5.30% -3.14%
90 Days 7.09% 0.11%
12 Months 35.27% 14.34%
1 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in MDEV Overlap
TFX F 1.56% 1.7% 1.56%
UPGD Overweight 47 Positions Relative to MDEV
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%
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%
LMT D 1.83%
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%
LYB F 1.64%
CPB D 1.64%
SIRI C 1.46%
HII D 1.38%
DG F 1.19%
UPGD Underweight 28 Positions Relative to MDEV
Symbol Grade Weight
GMED A -2.54%
PEN B -2.52%
MASI A -2.51%
PODD C -2.45%
ISRG A -2.4%
DXCM D -2.33%
SYK C -2.32%
ZBH C -2.26%
WST C -2.26%
BSX B -2.22%
EW C -2.19%
ALGN D -2.16%
RMD C -2.15%
ABT B -2.14%
WAT B -2.14%
HOLX D -2.1%
BIO D -2.06%
MDT D -2.02%
BDX F -2.01%
GEHC F -2.0%
STE F -2.0%
RVTY F -1.96%
A D -1.92%
BAX D -1.91%
TMO F -1.85%
DHR F -1.85%
MTD D -1.71%
EXAS D -1.59%
Compare ETFs