UPGD vs. PSCF ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to PowerShares S&P SmallCap Financials Portfolio (PSCF)
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

$64.51

Average Daily Volume

4,799

Number of Holdings *

10

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

PowerShares S&P SmallCap Financials Portfolio

PSCF Description The PowerShares S&P SmallCap Financials Portfolio (Fund) is based on the S&P SmallCap 600® Capped Financials Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to measure the overall performance of common stocks of US financial services companies. These companies are principally engaged in the business of providing services and products, including banking, investment services, insurance and real estate finance services. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.

Grade (RS Rating)

Last Trade

$46.33

Average Daily Volume

1,160

Number of Holdings *

157

* may have additional holdings in another (foreign) market
Performance
Period UPGD PSCF
30 Days -2.12% -3.57%
60 Days 1.47% 0.29%
90 Days 4.45% -4.03%
12 Months 19.82% 14.90%
0 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in PSCF Overlap
UPGD Overweight 10 Positions Relative to PSCF
Symbol Grade Weight
NRG A 2.48%
HUBB A 2.22%
ORCL C 2.2%
MMM A 2.19%
WSO A 2.16%
MKC A 2.16%
AGR B 2.16%
PCAR D 2.16%
IP F 2.13%
ROL B 2.12%
UPGD Underweight 157 Positions Relative to PSCF
Symbol Grade Weight
COOP A -1.75%
LNC D -1.67%
JXN A -1.65%
RDN C -1.59%
AGO C -1.47%
PECO D -1.41%
EPRT A -1.4%
MC D -1.24%
AEL A -1.21%
MAC C -1.18%
APLE D -1.14%
SLG A -1.14%
BXMT F -1.13%
CTRE A -1.07%
WD C -1.07%
UCBI C -1.06%
ABCB B -1.05%
BGC B -1.04%
SKT B -1.04%
SFBS C -1.04%
AUB D -1.04%
APAM D -1.02%
FBP A -1.01%
PIPR B -1.01%
HASI B -0.98%
FHB A -0.96%
IIPR B -0.94%
MPW C -0.94%
GNW D -0.94%
WSFS B -0.92%
CATY F -0.92%
AX B -0.91%
HIW A -0.91%
LXP F -0.88%
FULT B -0.87%
EVTC C -0.86%
NMIH B -0.86%
SITC D -0.86%
ABR C -0.84%
CBU D -0.82%
BOH C -0.81%
SFNC D -0.8%
DEI B -0.77%
INDB B -0.76%
CVBF D -0.76%
OUT B -0.76%
PPBI D -0.74%
PJT C -0.74%
SHO D -0.74%
FFBC A -0.73%
FCPT C -0.73%
BKU B -0.71%
JOE A -0.7%
PLMR A -0.69%
UE C -0.68%
SBCF D -0.68%
BANC C -0.68%
PRK A -0.67%
WAFD B -0.66%
DRH C -0.65%
SNEX B -0.64%
TBBK F -0.64%
PEB C -0.63%
ENVA B -0.62%
AKR A -0.62%
STC B -0.6%
OFG B -0.59%
RNST C -0.59%
TRMK A -0.57%
NBTB B -0.57%
CWK C -0.56%
DFIN A -0.55%
BANR C -0.54%
VRTS C -0.54%
LKFN D -0.54%
ROIC D -0.54%
CHCO A -0.53%
HMN A -0.52%
XHR D -0.52%
IBTX F -0.52%
MCY B -0.51%
GSHD F -0.5%
PRG B -0.5%
HTH D -0.49%
NWBI D -0.49%
ARI B -0.49%
NATL B -0.49%
RC C -0.48%
CUBI D -0.48%
FCF B -0.47%
NAVI F -0.47%
FBNC D -0.47%
LTC A -0.46%
FBK A -0.46%
BANF B -0.46%
GNL D -0.46%
GTY B -0.46%
CASH A -0.45%
NBHC D -0.45%
HOPE B -0.45%
JBGS D -0.45%
WABC B -0.44%
UNIT B -0.44%
SAFT D -0.42%
ALEX D -0.41%
STBA B -0.41%
PMT B -0.41%
EIG C -0.4%
PFS C -0.4%
DEA B -0.39%
SPNT C -0.38%
VBTX A -0.38%
AAT B -0.36%
KW D -0.35%
SVC D -0.35%
AMSF F -0.34%
CSR A -0.34%
ECPG F -0.34%
PFBC A -0.33%
EFC C -0.32%
PRAA C -0.32%
BHLB B -0.32%
BRKL F -0.29%
TRUP D -0.28%
SBSI F -0.28%
BDN A -0.27%
EXPI F -0.27%
HCI A -0.27%
HPP F -0.26%
NXRT B -0.26%
RWT D -0.26%
MMI D -0.26%
BSIG B -0.26%
AHH B -0.25%
PRA B -0.24%
EGBN F -0.23%
AMBC C -0.23%
DCOM B -0.23%
INN D -0.23%
CHCT C -0.22%
HFWA F -0.22%
CFFN F -0.22%
KREF D -0.2%
TMP D -0.2%
EZPW A -0.2%
WSR C -0.19%
TRST D -0.18%
CPF A -0.18%
UFCS D -0.17%
WRLD A -0.16%
CLDT D -0.16%
HAFC C -0.16%
BFS D -0.16%
UHT D -0.15%
GDOT D -0.14%
NFBK D -0.12%
RILY B -0.12%
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