IAK vs. UTRN ETF Comparison
Comparison of iShares U.S. Insurance ETF (IAK) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
IAK
iShares U.S. Insurance ETF
IAK Description
The investment seeks to track the investment results of an index composed of U.S. equities in the insurance sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Select Insurance Index (the "underlying index"), which measures the performance of the insurance sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include financial and insurance companies. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$113.45
Average Daily Volume
85,480
55
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
$25.31
Average Daily Volume
1,203
25
Performance
| Period | IAK | UTRN |
|---|---|---|
| 30 Days | -1.17% | -1.71% |
| 60 Days | 2.60% | 1.60% |
| 90 Days | 7.93% | 6.27% |
| 12 Months | 32.08% | 6.97% |
0 Overlapping Holdings
| Symbol | Grade | Weight in IAK | Weight in UTRN | Overlap |
|---|
IAK Overweight 55 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| PGR | A | 15.09% | |
| CB | B | 12.58% | |
| AIG | A | 6.54% | |
| TRV | C | 6.37% | |
| MET | B | 5.3% | |
| ALL | A | 4.87% | |
| PRU | B | 4.57% | |
| AFL | B | 4.46% | |
| ACGL | A | 4.44% | |
| HIG | A | 3.88% | |
| MKL | B | 2.5% | |
| CINF | A | 2.49% | |
| PFG | B | 2.33% | |
| WRB | B | 2.21% | |
| L | B | 1.81% | |
| FNF | B | 1.65% | |
| KNSL | C | 1.34% | |
| ERIE | C | 1.28% | |
| AIZ | B | 1.19% | |
| UNM | B | 1.19% | |
| AFG | B | 1.12% | |
| PRI | D | 1.05% | |
| ORI | A | 1.03% | |
| SIGI | B | 0.83% | |
| FAF | D | 0.78% | |
| RLI | B | 0.75% | |
| GL | F | 0.68% | |
| AXS | B | 0.65% | |
| THG | B | 0.61% | |
| AGO | D | 0.59% | |
| WTM | B | 0.58% | |
| LNC | A | 0.52% | |
| KMPR | B | 0.47% | |
| AEL | A | 0.47% | |
| BHF | C | 0.43% | |
| CNO | B | 0.38% | |
| OSCR | A | 0.28% | |
| GNW | D | 0.24% | |
| PLMR | A | 0.24% | |
| STC | B | 0.21% | |
| MCY | A | 0.2% | |
| HMN | B | 0.18% | |
| CNA | B | 0.17% | |
| LMND | D | 0.16% | |
| NWLI | A | 0.15% | |
| SKWD | A | 0.15% | |
| AMSF | B | 0.14% | |
| TRUP | F | 0.11% | |
| SAFT | B | 0.11% | |
| EIG | B | 0.1% | |
| AMBC | D | 0.09% | |
| UFCS | B | 0.08% | |
| PRA | B | 0.08% | |
| MBI | D | 0.05% | |
| JRVR | D | 0.04% |
IAK Underweight 25 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| CHD | A | -4.1% | |
| PEP | A | -4.08% | |
| AGR | A | -4.07% | |
| CL | A | -4.07% | |
| SBUX | F | -4.07% | |
| MNST | D | -4.04% | |
| MDLZ | D | -4.03% | |
| CAH | C | -4.02% | |
| DTE | B | -4.02% | |
| J | C | -4.01% | |
| VZ | B | -4.0% | |
| CLX | C | -4.0% | |
| CMCSA | D | -3.99% | |
| ACI | F | -3.98% | |
| KR | A | -3.98% | |
| BA | F | -3.97% | |
| SSNC | B | -3.96% | |
| CTRA | A | -3.95% | |
| CI | A | -3.94% | |
| ACN | D | -3.94% | |
| T | C | -3.94% | |
| WMB | A | -3.93% | |
| CSX | D | -3.92% | |
| UNP | B | -3.92% | |
| LH | F | -3.91% |
IAK: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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