UPGD vs. SPEM ETF Comparison
Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF (SPEM)
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
SPEM
SPDR Index Shares Fund SPDR Portfolio Emerging Markets ETF
SPEM Description
The investment seeks investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Emerging BMI Index. The fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index and in depositary receipts based on securities comprising the index. The index is a market capitalization weighted index designed to define and measure the investable universe of publicly traded companies domiciled in emerging markets. The fund is non-diversified.Grade (RS Rating)
Last Trade
$36.57
Average Daily Volume
1,514,663
Number of Holdings
*
120
* may have additional holdings in another (foreign) market
Performance
Period | UPGD | SPEM |
---|---|---|
30 Days | -2.12% | 1.50% |
60 Days | 1.47% | 2.38% |
90 Days | 4.45% | 5.75% |
12 Months | 19.82% | 10.87% |
0 Overlapping Holdings
Symbol | Grade | Weight in UPGD | Weight in SPEM | Overlap |
---|
UPGD Underweight 120 Positions Relative to SPEM
Symbol | Grade | Weight | |
---|---|---|---|
BABA | C | -1.6% | |
HDB | B | -1.23% | |
PDD | B | -0.91% | |
IBN | A | -0.88% | |
INFY | F | -0.73% | |
VALE | D | -0.52% | |
ITUB | C | -0.42% | |
PBR | A | -0.35% | |
BIDU | D | -0.33% | |
TCOM | A | -0.3% | |
NU | C | -0.3% | |
UMC | C | -0.27% | |
BBD | D | -0.21% | |
CHT | D | -0.21% | |
LI | F | -0.2% | |
YUMC | D | -0.19% | |
RDY | B | -0.17% | |
BAP | C | -0.16% | |
SCCO | A | -0.14% | |
ABEV | F | -0.14% | |
WIT | C | -0.14% | |
ZTO | B | -0.12% | |
BEKE | B | -0.11% | |
CIG | B | -0.11% | |
EBR | D | -0.11% | |
BGNE | D | -0.1% | |
BVN | A | -0.09% | |
GGB | D | -0.09% | |
ERJ | A | -0.09% | |
TME | A | -0.08% | |
PAC | A | -0.08% | |
NIO | F | -0.07% | |
XP | F | -0.07% | |
ASAI | D | -0.07% | |
VIPS | D | -0.06% | |
BZ | A | -0.06% | |
ENIC | C | -0.06% | |
YMM | A | -0.06% | |
TAL | B | -0.06% | |
STNE | C | -0.05% | |
CIB | C | -0.05% | |
SUZ | D | -0.05% | |
CSAN | D | -0.05% | |
XPEV | F | -0.05% | |
SBSW | C | -0.05% | |
SID | F | -0.04% | |
BRFS | A | -0.04% | |
LEGN | F | -0.04% | |
MMYT | B | -0.04% | |
MNSO | A | -0.03% | |
VALE | D | -0.03% | |
VIST | A | -0.03% | |
SIMO | C | -0.03% | |
PAGS | C | -0.03% | |
BILI | B | -0.03% | |
GOTU | C | -0.02% | |
ATHM | D | -0.02% | |
RLX | B | -0.02% | |
YY | B | -0.02% | |
DQ | F | -0.02% | |
IQ | A | -0.02% | |
GRIN | B | -0.02% | |
SBLK | A | -0.02% | |
BAK | C | -0.02% | |
QFIN | A | -0.02% | |
BCH | A | -0.02% | |
WB | D | -0.01% | |
GRIN | B | -0.01% | |
RNW | F | -0.01% | |
DAC | A | -0.01% | |
CSAN | D | -0.01% | |
EH | B | -0.01% | |
HIMX | F | -0.01% | |
HEPS | D | -0.01% | |
GDS | D | -0.01% | |
TNP | A | -0.01% | |
SB | A | -0.01% | |
MOMO | D | -0.01% | |
JKS | D | -0.01% | |
VTEX | C | -0.01% | |
BWMX | B | -0.01% | |
YNDX | C | -0.0% | |
GPI | A | -0.0% | |
CNTB | C | -0.0% | |
CMCO | C | -0.0% | |
ZENV | A | -0.0% | |
IH | F | -0.0% | |
VSTA | D | -0.0% | |
TROO | F | -0.0% | |
NIU | B | -0.0% | |
YI | F | -0.0% | |
SOL | F | -0.0% | |
IMAB | C | -0.0% | |
BTBT | F | -0.0% | |
TUYA | D | -0.0% | |
NEGG | F | -0.0% | |
DAO | F | -0.0% | |
DADA | F | -0.0% | |
CAN | F | -0.0% | |
DDL | D | -0.0% | |
CINT | F | -0.0% | |
VNET | F | -0.0% | |
LX | D | -0.0% | |
XNET | B | -0.0% | |
SOHU | A | -0.0% | |
API | D | -0.0% | |
HUYA | B | -0.0% | |
CBAT | B | -0.0% | |
CBD | F | -0.0% | |
DSX | C | -0.0% | |
NEXA | A | -0.0% | |
FINV | B | -0.0% | |
FANH | F | -0.0% | |
ZH | D | -0.0% | |
NOAH | B | -0.0% | |
RERE | B | -0.0% | |
AFYA | D | -0.0% | |
BLTE | C | -0.0% | |
TIGR | D | -0.0% | |
YALA | D | -0.0% |
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
SPEM: Top Represented Industries & Keywords
Industries:
Internet Content & Information
Shipping & Ports
Software - Application
Banks - Regional - Latin America
Biotechnology
Education & Training Services
Specialty Retail
Auto Manufacturers
Credit Services
Software - Infrastructure
Industrial Metals & Minerals
Information Technology Services
Internet Retail
Semiconductors
Aerospace & Defense
Banks - Regional - Asia
Capital Markets
Grocery Stores
Internet Content & Information
Leisure