UPGD yields 1.78% · STAG yields 3.44%● Live data
📍 UPGD pulled ahead of the other in Year 1
Combined, UPGD + STAG cover 0 of 12 months — good coverage
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The Invesco Bloomberg Analyst Rating Improvers ETF (Fund) is based on the Bloomberg ANR Improvers Index (Index). The Fund generally will invest at least 90% of its total assets in securities that comprise the Index. The Index aims to select the 50 companies with the highest analyst recommendation improvers score from the Bloomberg US Large Mid Universe over the prior 6- and 12- month periods based on Bloomberg Analyst Recommendations. The Index and Fund are rebalanced quarterly in March, June, September, and December. Effective March 25, 2024, the Fund's name, ticker symbol, underlying index, index provider, investment objective, principal investment strategy, non-fundamental investment policy and unitary management fee have changed. The Fund's name and ticker will change from Invesco Raymond James SB-1 Equity ETF (ticker: RYJ) to Invesco Bloomberg Analyst Rating Improvers ETF (ticker: UPGD). The Fund's Index Provider will change from Raymond James Research Services, LLC to Bloomberg Index Services Limited and its Underlying Index will change from the Raymond James SB-1 Equity Index to the Bloomberg ANR Improvers Index. As a result, the Fund's objective and strategy will change to seek to track the investment results of the new Underlying index by investing at least 90% of its total assets in securities that comprise the new Underlying Index, and the non-fundamental policy of investing at least 80% of its total assets in the types of securities suggested by its name will be deleted. The Fund's management fee also will be reduced from 0.75% to 0.40%. See the prospectus for more information.
Full UPGD Calculator →STAG Industrial, Inc. (NYSE: STAG) is a real estate investment trust focused on the acquisition and operation of single-tenant, industrial properties throughout the United States. By targeting this type of property, STAG has developed an investment strategy that helps investors find a powerful balance of income plus growth.
Full STAG Calculator →Save your analysis + weekly dividend insights. Free forever.
⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.