UPGD vs. PRN ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to PowerShares Dynamic Industrials (PRN)
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
PRN
PowerShares Dynamic Industrials
PRN Description
The PowerShares Dynamic Industrials Sector Portfolio (Fund) is based on the Dynamic Industrials Sector IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index thoroughly evaluates companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 60 US industrial companies. These are companies that are principally engaged in the business of providing industrial products and services, including engineering heavy machinery, construction, electrical equipment, aerospace and defense and general manufacturing. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$177.44
Average Daily Volume
19,362
Number of Holdings
*
40
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | PRN |
---|---|---|
30 Days | 5.22% | 11.72% |
60 Days | 5.30% | 16.72% |
90 Days | 7.09% | 23.34% |
12 Months | 35.27% | 64.96% |
1 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in PRN | Overlap | |
---|---|---|---|---|---|
CARR | D | 2.03% | 1.98% | 1.98% |
UPGD Overweight 47 Positions Relative to PRN
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% | |
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 PRN
Symbol | Grade | Weight | |
---|---|---|---|
SMR | B | -5.12% | |
FIX | A | -4.0% | |
PWR | A | -3.83% | |
WSO | A | -3.68% | |
GWW | B | -3.68% | |
HEI | B | -3.58% | |
PH | A | -3.52% | |
AXON | A | -3.45% | |
TT | A | -3.33% | |
CTAS | B | -3.17% | |
HWM | A | -3.08% | |
URI | B | -3.08% | |
PKG | A | -2.88% | |
STRL | B | -2.85% | |
FI | A | -2.85% | |
CSL | C | -2.43% | |
IRM | D | -2.41% | |
TDG | D | -2.31% | |
CSWI | A | -2.25% | |
DY | D | -2.16% | |
RSG | A | -2.04% | |
EXP | A | -2.01% | |
GE | D | -2.0% | |
MLI | C | -1.96% | |
GVA | A | -1.94% | |
BAH | F | -1.83% | |
LMB | A | -1.81% | |
AIT | A | -1.78% | |
ROAD | A | -1.71% | |
KAI | A | -1.63% | |
CLH | B | -1.5% | |
TTEK | F | -1.49% | |
ITT | A | -1.45% | |
TPC | C | -1.45% | |
VSEC | C | -1.44% | |
UFPI | B | -1.4% | |
CECO | A | -1.33% | |
RUSHA | C | -1.32% | |
FWRD | D | -1.31% |
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
PRN: Top Represented Industries & Keywords
Industries:
Engineering & Construction
Business Services
Diversified Industrials
Specialty Industrial Machinery
Aerospace & Defense
Industrial Distribution
Waste Management
Auto & Truck Dealerships
Building Materials
Building Products & Equipment
Conglomerates
Electronics Distribution
Integrated Shipping & Logistics
Lumber & Wood Production
Metal Fabrication
Packaging & Containers
Pollution & Treatment Controls
Rental & Leasing Services