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% |
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
MID: Top Represented Industries & Keywords
Industries:
Diagnostics & Research
Software - Application
Biotechnology
Diversified Industrials
Specialty Chemicals
Apparel Retail
Asset Management
Banks - Diversified
Building Materials
Building Products & Equipment
Business Services
Capital Markets
Conglomerates
Electronic Components
Engineering & Construction
Health Information Services
Household & Personal Products
Industrial Distribution
Information Technology Services
Internet Content & Information