UTRN vs. BAMD ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Brookstone Dividend Stock ETF (BAMD)
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
24
BAMD
Brookstone Dividend Stock ETF
BAMD Description
The fund is an actively managed exchange traded fund ("ETF") that, under normal circumstances, invests at least 80% of its net assets (plus borrowings for investment purposes) in income-producing, publicly-traded U.S. stocks or unaffiliated ETFs purchased in the secondary market.Grade (RS Rating)
Last Trade
$29.73
Average Daily Volume
13,989
10
Performance
| Period | UTRN | BAMD |
|---|---|---|
| 30 Days | 3.84% | 4.19% |
| 60 Days | 2.03% | 5.61% |
| 90 Days | 8.79% | 11.65% |
| 12 Months | 10.76% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in BAMD | Overlap |
|---|
UTRN Overweight 24 Positions Relative to BAMD
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | C | 4.14% | |
| CNC | C | 4.1% | |
| WDAY | F | 4.06% | |
| ARES | A | 4.06% | |
| NKE | D | 4.06% | |
| CTSH | D | 4.03% | |
| DOX | D | 4.02% | |
| TGT | D | 4.02% | |
| MCO | C | 4.02% | |
| BRK.A | D | 4.01% | |
| EPAM | D | 4.01% | |
| WFC | A | 4.01% | |
| BRO | C | 4.0% | |
| JBHT | F | 4.0% | |
| NVR | D | 4.0% | |
| ACN | D | 3.99% | |
| MA | D | 3.99% | |
| CME | C | 3.98% | |
| BSX | B | 3.98% | |
| EQIX | F | 3.96% | |
| PGR | A | 3.94% | |
| ICE | C | 3.92% | |
| ALL | B | 3.92% | |
| AME | D | 3.73% |
UTRN: Top Represented Industries & Keywords
BAMD: Top Represented Industries & Keywords
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