UTRN vs. BMED ETF Comparison

Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to BlackRock Future Health ETF (BMED)
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

$25.87

Average Daily Volume

735

Number of Holdings *

25

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

BlackRock Future Health ETF

BMED Description The investment seeks to maximize total return. Under normal market conditions, the fund will invest at least 80% of its net assets plus any borrowings for investment purposes in equity securities of companies principally engaged in the health sciences group of industries. While the fund will invest primarily in companies providing products and services for human health, it may also invest in companies whose products or services relate to the growth or survival of animals and plants. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$25.36

Average Daily Volume

748

Number of Holdings *

9

* may have additional holdings in another (foreign) market
Performance
Period UTRN BMED
30 Days -2.68% 0.74%
60 Days 4.22% 1.93%
90 Days 1.47% -1.87%
12 Months 7.38% 3.43%
0 Overlapping Holdings
Symbol Grade Weight in UTRN Weight in BMED Overlap
UTRN Overweight 25 Positions Relative to BMED
Symbol Grade Weight
ABBV B 4.21%
UHS A 4.14%
DLR A 4.11%
UNH C 4.1%
CCI C 4.1%
REGN A 4.09%
SRE B 4.06%
AVY A 4.03%
SJM F 4.03%
LLY A 4.03%
PG A 4.03%
DUK B 4.03%
CMG A 4.01%
CL A 4.01%
FE B 4.01%
MMM B 4.0%
V D 3.98%
MA D 3.95%
PSX D 3.91%
HSIC D 3.89%
WAB C 3.88%
TAP F 3.87%
OXY D 3.85%
MKC F 3.8%
TSCO B 3.78%
UTRN Underweight 9 Positions Relative to BMED
Symbol Grade Weight
BSX A -3.6%
COR B -3.18%
ISRG A -2.47%
WST D -2.26%
COO C -2.2%
AMGN B -2.15%
DHR B -1.84%
BPMC B -1.78%
MTD B -1.77%
Compare ETFs