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%
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