BLCV vs. UTRN ETF Comparison

Comparison of BlackRock Large Cap Value ETF (BLCV) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
BLCV

BlackRock Large Cap Value ETF

BLCV Description

Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund invests primarily in equity securities that BFA believes are undervalued, which means that their prices are less than BFA believes they are worth. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$30.54

Average Daily Volume

1,546

Number of Holdings *

10

* 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

$25.43

Average Daily Volume

985

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period BLCV UTRN
30 Days -1.90% -1.01%
60 Days 1.07% -0.13%
90 Days 5.23% 6.15%
12 Months 10.67%
0 Overlapping Holdings
Symbol Grade Weight in BLCV Weight in UTRN Overlap
BLCV Overweight 10 Positions Relative to UTRN
Symbol Grade Weight
WFC B 4.3%
C A 3.79%
CAH F 2.94%
CI C 2.77%
EPD C 2.54%
SSNC C 2.49%
LHX A 2.39%
MDT C 2.34%
GOOGL A 2.27%
BAX F 2.21%
BLCV Underweight 25 Positions Relative to UTRN
Symbol Grade Weight
SYF A -4.39%
KO A -4.09%
CNP A -4.07%
ES B -4.06%
MO A -4.06%
WEC B -4.04%
T C -4.04%
LNT B -4.04%
CMS A -4.02%
JNJ F -4.0%
CL A -3.99%
SYY D -3.99%
AMCR A -3.98%
EG D -3.98%
TMUS A -3.98%
FE A -3.97%
DRI F -3.97%
VRTX D -3.95%
EA D -3.93%
AVY A -3.93%
ITW F -3.91%
VRSK C -3.9%
EDR A -3.9%
LIN D -3.87%
VZ D -3.86%
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