UPGD vs. MID ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to American Century Mid Cap Growth Impact ETF (MID)
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

$75.37

Average Daily Volume

1,729

Number of Holdings *

48

* may have additional holdings in another (foreign) market
MID

American Century Mid Cap Growth Impact ETF

MID Description The investment seeks long-term capital growth. The fund will invest principally in exchange-traded common stocks. Under normal market conditions, the portfolio managers will invest at least 80% of the fund's assets in securities of medium capitalization companies that the portfolio managers believe will create impact by aligning with at least one of the SDGs. The fund may purchase securities of small and large capitalization companies as well. It may engage in active and frequent trading of portfolio securities to achieve its principal investment strategies. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$64.70

Average Daily Volume

4,883

Number of Holdings *

40

* may have additional holdings in another (foreign) market
Performance
Period UPGD MID
30 Days 5.22% 5.15%
60 Days 5.30% 4.77%
90 Days 7.09% 8.34%
12 Months 35.27% 37.37%
1 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in MID Overlap
CHD B 2.05% 2.72% 2.05%
UPGD Overweight 47 Positions Relative to MID
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%
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%
TFX F 1.56%
SIRI C 1.46%
HII D 1.38%
DG F 1.19%
UPGD Underweight 39 Positions Relative to MID
Symbol Grade Weight
MSCI C -5.64%
ESI A -4.85%
DUOL A -4.55%
MPWR F -4.05%
POOL C -4.0%
AVNT B -3.95%
BFAM D -3.94%
NET B -3.77%
LII A -3.48%
MANH D -3.47%
RSG A -3.45%
CMG B -3.05%
CDW F -2.72%
HUBB B -2.71%
CDNS B -2.63%
TRGP B -2.44%
VST B -2.37%
ENPH F -2.26%
IDXX F -2.16%
NTRA B -2.07%
ONON A -2.07%
XYL D -1.93%
ABNB C -1.9%
EFX F -1.86%
ALNY D -1.78%
COR B -1.74%
ARGX A -1.69%
TPG A -1.6%
IQV D -1.59%
NU C -1.53%
PODD C -1.5%
VRT B -1.48%
CNM D -1.37%
DXCM D -1.33%
GEHC F -1.27%
TECH D -1.07%
BLD D -0.98%
AZEK A -0.98%
J F -0.87%
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