UPGD yields 1.78% · YUM yields 1.85%● Live data
📍 YUM pulled ahead of the other in Year 1
Combined, UPGD + YUM cover 0 of 12 months — good coverage
Which stock is actually better after tax? Adjust your rate to find out.
What's the optimal mix of UPGD + YUM for your $10,000?
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 →YUM! Brands, Inc., together with its subsidiaries, develops, operates, and franchises quick service restaurants worldwide. It operates through four segments: the KFC Division, the Taco Bell Division, the Pizza Hut Division, and the Habit Burger Grill Division. The company operates restaurants under the KFC, Pizza Hut, Taco Bell, and The Habit Burger Grill brands, which specialize in chicken, pizza, made-to-order chargrilled burgers, sandwiches, Mexican-style food categories, and other food products. As of December 31, 2021, it had 26,934 KFC units; 18,381 Pizza Hut units; 7,791 Taco Bell units; and 318 The Habit Burger Grill units in approximately 157 countries and territories. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to YUM! Brands, Inc. in May 2002. YUM! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.
Full YUM 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.