UPGD vs. QDVO ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Amplify CWP Growth & Income ETF (QDVO)
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
$75.85
Average Daily Volume
1,729
Number of Holdings
*
48
* may have additional holdings in another (foreign) market
QDVO
Amplify CWP Growth & Income ETF
QDVO Description
Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in growth-oriented U.S. exchange-traded equity securities and will opportunistically utilize an "option strategy" consisting of writing U.S. exchange-traded call option contracts. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.97
Average Daily Volume
14,869
Number of Holdings
*
41
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | QDVO |
---|---|---|
30 Days | 5.22% | 6.17% |
60 Days | 5.30% | 7.75% |
90 Days | 7.09% | 9.57% |
12 Months | 35.27% |
1 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in QDVO | Overlap | |
---|---|---|---|---|---|
LMT | D | 1.83% | 1.86% | 1.83% |
UPGD Overweight 47 Positions Relative to QDVO
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% | |
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% | |
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 40 Positions Relative to QDVO
Symbol | Grade | Weight | |
---|---|---|---|
NVDA | C | -10.33% | |
AAPL | C | -8.67% | |
MSFT | F | -8.16% | |
AMZN | C | -6.12% | |
GOOGL | C | -5.25% | |
META | D | -4.93% | |
TSLA | B | -4.02% | |
AVGO | D | -3.05% | |
NFLX | A | -2.83% | |
ALL | A | -2.15% | |
UNH | C | -2.09% | |
COR | B | -1.97% | |
PG | A | -1.92% | |
NTRA | B | -1.89% | |
TMUS | B | -1.84% | |
HD | A | -1.84% | |
AMGN | D | -1.81% | |
SPOT | B | -1.81% | |
TRGP | B | -1.69% | |
CL | D | -1.68% | |
FIX | A | -1.66% | |
ORCL | B | -1.56% | |
IRM | D | -1.48% | |
LLY | F | -1.45% | |
V | A | -1.44% | |
LIN | D | -1.32% | |
COST | B | -1.25% | |
BURL | A | -1.2% | |
AMD | F | -1.17% | |
EQIX | A | -1.14% | |
MSTR | C | -0.96% | |
ISRG | A | -0.88% | |
COIN | C | -0.78% | |
INTU | C | -0.75% | |
EA | A | -0.74% | |
ADBE | C | -0.71% | |
PEP | F | -0.64% | |
TPL | A | -0.57% | |
MPWR | F | -0.56% | |
QCOM | F | -0.45% |
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
QDVO: Top Represented Industries & Keywords
Industries:
Semiconductors
Software - Application
Internet Content & Information
Discount Stores
Drug Manufacturers - Major
Household & Personal Products
Software - Infrastructure
Aerospace & Defense
Auto Manufacturers
Beverages - Soft Drinks
Business Services
Consumer Electronics
Credit Services
Diagnostics & Research
Electronic Gaming & Multimedia
Engineering & Construction
Health Care Plans
Home Improvement Stores
Insurance - Property & Casualty
Media - Diversified