UPGD vs. UPGR ETF Comparison

Comparison of Invesco Bloomberg Analyst Rating Improvers ETF (UPGD) to Xtrackers US Green Infrastructure Select Equity ETF (UPGR)
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

$75.51

Average Daily Volume

1,604

Number of Holdings *

48

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

Xtrackers US Green Infrastructure Select Equity ETF

UPGR Description The fund, using a "passive" or indexing investment approach, seeks investment results that correspond generally to the performance, before fees and expenses, of the underlying index, which is comprised of companies that have business exposure in the production, generation, or distribution of green energy or are engaged in the establishment of a sustainable infrastructure to enable the use of renewable energy and that fulfill certain sustainability criteria. It is non-diversified.

Grade (RS Rating)

Last Trade

$19.64

Average Daily Volume

196

Number of Holdings *

43

* may have additional holdings in another (foreign) market
Performance
Period UPGD UPGR
30 Days 6.44% 3.66%
60 Days 5.74% 2.90%
90 Days 8.32% 3.84%
12 Months 35.72% 7.55%
2 Overlapping Holdings
Symbol Grade Weight in UPGD Weight in UPGR Overlap
CARR C 2.03% 2.05% 2.03%
ECL D 1.9% 2.14% 1.9%
UPGD Overweight 46 Positions Relative to UPGR
Symbol Grade Weight
PLTR B 3.59%
TOST B 3.14%
CVNA B 2.98%
KMI B 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 C 2.21%
CLX C 2.14%
SNAP C 2.12%
CAH B 2.09%
CHRW C 2.08%
CHD B 2.05%
HSIC B 2.02%
DGX B 2.02%
HPQ B 2.02%
ODFL B 2.01%
EBAY C 2.0%
SHW A 2.0%
VZ B 1.96%
BBY D 1.95%
TSN B 1.94%
SO D 1.92%
MMM D 1.92%
CTSH B 1.91%
EIX A 1.9%
NOC D 1.84%
LMT D 1.83%
BALL D 1.81%
KMB C 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 D 1.67%
LYB F 1.64%
CPB D 1.64%
TFX F 1.56%
SIRI C 1.46%
HII F 1.38%
DG F 1.19%
UPGD Underweight 41 Positions Relative to UPGR
Symbol Grade Weight
BE B -5.32%
TSLA B -3.23%
PCT C -2.97%
AMPS C -2.96%
RYI C -2.63%
CWST B -2.49%
RS B -2.47%
PH A -2.47%
AZZ B -2.44%
IEX B -2.43%
ITRI B -2.36%
ORA B -2.35%
WM A -2.34%
RSG A -2.34%
IR A -2.33%
GGG B -2.32%
LII A -2.3%
FLNC C -2.3%
CLH B -2.19%
RIVN D -2.19%
PLUG D -2.12%
VLTO C -2.11%
ARRY C -2.1%
QS F -2.1%
ENS D -2.08%
XYL D -2.02%
MEG F -1.99%
SHLS F -1.9%
GPRE F -1.89%
FSLR F -1.86%
AOS D -1.83%
CHPT F -1.8%
BLNK F -1.79%
EOSE D -1.74%
NVRI F -1.58%
NEP F -1.45%
RUN F -1.38%
NOVA F -1.38%
LCID F -1.35%
RNEW B -0.27%
PAVE A -0.1%
Compare ETFs