EKG vs. UTRN ETF Comparison

Comparison of First Trust Nasdaq Lux Digital Health Solutions ETF (EKG) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
EKG

First Trust Nasdaq Lux Digital Health Solutions ETF

EKG Description

First Trust Nasdaq Lux Digital Health Solutions ETF is an exchange traded fund launched and managed by First Trust Advisors LP. It invests in public equity markets of global region. It invests in stocks of companies operating across health care, health care equipment and services, health care technology sectors. It invests in growth and value stocks of companies across diversified market capitalization. It seeks to track the performance of the Nasdaq Lux Health Tech Index, by using full replication technique. First Trust Nasdaq Lux Digital Health Solutions ETF was formed on March 22, 2022 and is domiciled in the United States.

Grade (RS Rating)

Last Trade

$17.29

Average Daily Volume

224

Number of Holdings *

37

* 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

$31.70

Average Daily Volume

592

Number of Holdings *

25

* may have additional holdings in another (foreign) market
Performance
Period EKG UTRN
30 Days 2.60% 2.75%
60 Days 0.57% 5.09%
90 Days 3.83% 8.59%
12 Months 24.06% 39.55%
1 Overlapping Holdings
Symbol Grade Weight in EKG Weight in UTRN Overlap
DXCM C 8.48% 4.32% 4.32%
EKG Overweight 36 Positions Relative to UTRN
Symbol Grade Weight
ISRG A 8.6%
VEEV C 8.35%
RMD C 7.44%
IQV F 6.35%
PODD C 5.07%
NTRA A 5.03%
GMED A 4.28%
ILMN C 4.26%
HOLX D 3.76%
ALGN D 3.68%
QGEN D 3.63%
EXAS D 3.25%
DOCS C 3.04%
MASI B 2.96%
INSP D 2.38%
HIMS C 1.96%
PRCT B 1.79%
GH B 1.75%
OSCR D 1.33%
TMDX F 1.21%
VCYT B 1.2%
PRVA C 0.97%
IRTC C 0.91%
NEO C 0.83%
TNDM D 0.76%
TWST F 0.76%
TDOC C 0.72%
MYGN F 0.61%
TXG F 0.6%
SDGR C 0.51%
ATEC C 0.49%
ESTA D 0.48%
LFST B 0.46%
PGNY F 0.45%
ADPT C 0.36%
CTKB C 0.34%
EKG Underweight 24 Positions Relative to UTRN
Symbol Grade Weight
ATO A -4.2%
DGX A -4.15%
LYV A -4.09%
LMT D -4.07%
AJG A -4.05%
TRV B -4.04%
TDY B -4.03%
CB C -4.02%
FTV C -4.01%
APD A -4.01%
ECL D -4.01%
KDP F -4.01%
VLTO C -4.0%
MMC B -4.0%
O C -3.98%
WFC A -3.98%
PAYX B -3.95%
PSX C -3.94%
CVX A -3.9%
LVS B -3.87%
AIG B -3.86%
PPG F -3.83%
KHC F -3.79%
DOW F -3.7%
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