FINX vs. UTRN ETF Comparison
Comparison of Global X FinTech Thematic ETF (FINX) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
FINX
Global X FinTech Thematic ETF
FINX Description
The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions
Grade (RS Rating)
Last Trade
$25.66
Average Daily Volume
74,470
Number of Holdings
*
41
* may have additional holdings in another (foreign) market
UTRN
Vesper US Large Cap Short-Term Reversal Strategy ETF
UTRN Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the Vesper U.S. Large Cap Short-Term Reversal Index (the 'index'). The fund will normally invest at least 80% of its total assets in securities of the index. The index is designed to measure the performance of a portfolio of 25 stocks selected from the S&P 500 that Vesper Capital Management, LLC believes will most likely benefit from the "short-term reversal" effect, as determined by applying a proprietary algorithm ("Chow's Ratio" or "Algorithm").Grade (RS Rating)
Last Trade
$26.24
Average Daily Volume
971
Number of Holdings
*
24
* may have additional holdings in another (foreign) market
Performance
Period | FINX | UTRN |
---|---|---|
30 Days | -3.17% | 3.84% |
60 Days | -4.96% | 2.03% |
90 Days | 2.03% | 8.79% |
12 Months | 25.35% | 10.76% |
1 Overlapping Holdings
Symbol | Grade | Weight in FINX | Weight in UTRN | Overlap | |
---|---|---|---|---|---|
FIS | A | 6.33% | 4.14% | 4.14% |
FINX Overweight 40 Positions Relative to UTRN
Symbol | Grade | Weight | |
---|---|---|---|
PYPL | C | 7.14% | |
INTU | D | 6.05% | |
SQ | D | 5.48% | |
COIN | D | 5.05% | |
SSNC | C | 4.6% | |
GPN | F | 4.11% | |
XRX | D | 3.67% | |
JKHY | C | 3.59% | |
TOST | B | 2.99% | |
GWRE | B | 2.75% | |
AFRM | D | 2.53% | |
HQY | D | 2.08% | |
SOFI | F | 2.05% | |
BILL | F | 2.0% | |
STNE | B | 1.34% | |
ACIW | A | 1.13% | |
MARA | D | 1.08% | |
NCNO | C | 1.03% | |
ENV | B | 1.03% | |
FOUR | D | 1.0% | |
PAGS | D | 0.76% | |
AMK | D | 0.76% | |
FLYW | F | 0.74% | |
DLO | F | 0.69% | |
RIOT | F | 0.61% | |
UPST | D | 0.6% | |
VIRT | A | 0.59% | |
VERX | C | 0.53% | |
SPNS | B | 0.51% | |
MLNK | F | 0.39% | |
LMND | C | 0.37% | |
LC | B | 0.3% | |
CIFR | D | 0.28% | |
TREE | C | 0.19% | |
LPRO | D | 0.18% | |
MITK | B | 0.17% | |
IIIV | F | 0.16% | |
BLND | C | 0.16% | |
CTLP | D | 0.13% | |
PAY | D | 0.12% |
FINX Underweight 23 Positions Relative to UTRN
Symbol | Grade | Weight | |
---|---|---|---|
CNC | C | -4.1% | |
WDAY | F | -4.06% | |
ARES | A | -4.06% | |
NKE | F | -4.06% | |
CTSH | D | -4.03% | |
DOX | F | -4.02% | |
TGT | D | -4.02% | |
MCO | A | -4.02% | |
BRK.A | C | -4.01% | |
EPAM | F | -4.01% | |
WFC | A | -4.01% | |
BRO | B | -4.0% | |
JBHT | D | -4.0% | |
NVR | D | -4.0% | |
ACN | D | -3.99% | |
MA | D | -3.99% | |
CME | D | -3.98% | |
BSX | A | -3.98% | |
EQIX | D | -3.96% | |
PGR | A | -3.94% | |
ICE | D | -3.92% | |
ALL | B | -3.92% | |
AME | D | -3.73% |
FINX: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
Industries:
Information Technology Services
Financial Data & Stock Exchanges
Insurance - Property & Casualty
Asset Management
Banks - Global
Business Services
Capital Markets
Credit Services
Discount Stores
Diversified Industrials
Footwear & Accessories
Health Care Plans
Insurance - Diversified
Insurance Brokers
Integrated Shipping & Logistics
Medical Devices
REIT - Diversified
Residential Construction
Software - Application
Software - Infrastructure
Keywords:
S&P 500
Banking
Insurance
Business Software
Casualty Insurance
Electronics
Enterprise Resource Planning
Payment Processing
Risk Management
Business Consulting
Business Process Outsourcing
Business Process Outsourcing Services
Cement Services
Chemical
Claims Processing
Cloud Computing
Compensation Insurance
Computing
Connectivity Services
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