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 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% |
UPGD: Top Represented Industries & Keywords
Industries:
Business Services
Diversified Industrials
Electronic Components
Electronics Distribution
Packaged Foods
Packaging & Containers
Software - Infrastructure
Truck Manufacturing
Utilities - Independent Power Producers
Utilities - Regulated Electric
Keywords:
S&P 500
Adhesives
Electrical Products
Electricity
Food Manufacturer
Telecommunications
Abrasives
Access Management
Air Conditioning
Application Products
Application Software
Applications Software
Applied Sciences
Asphalt Shingle
Asphalt Shingles
Automotive Industry
Avery Dennison
Biomass
Business Intelligence
Business Process Management
PSCF: Top Represented Industries & Keywords
Industries:
Banks - Regional - US
REIT - Diversified
REIT - Retail
Insurance - Property & Casualty
REIT - Hotel & Motel
Asset Management
Credit Services
REIT - Office
Savings & Cooperative Banks
Insurance - Specialty
REIT - Healthcare Facilities
Capital Markets
Real Estate Services
Insurance - Diversified
Specialty Finance
Insurance - Life
REIT - Industrial
REIT - Residential
Insurance - Reinsurance
Real Estate - General
Keywords:
Bank
Banking
Real Estate Investment Trust
Deposit Products
Real Estate Loans
Commercial Bank
Commercial Banking
Mortgage Loan
Insurance
Investment Management
Loan
Cash Management Services
Individual Retirement Account
Residential Real Estate Loans
Banking Services
Business Loans
Trust Services
Insurance Products
Investment Bank
Life Insurance