LBO vs. UTRN ETF Comparison
Comparison of WHITEWOLF Publicly Listed Private Equity ETF (LBO) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
LBO
WHITEWOLF Publicly Listed Private Equity ETF
LBO Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. publicly listed private equity companies. It defines "listed private equity companies" as Leverage Finance Providers and Buyout Firms, Sponsors, and Asset Managers (collectively, "Listed Private Equity Companies") that are listed and traded on a U.S. national securities exchange. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$28.90
Average Daily Volume
192
10
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
25
Performance
| Period | LBO | UTRN |
|---|---|---|
| 30 Days | -2.12% | -2.68% |
| 60 Days | 3.52% | 4.22% |
| 90 Days | 3.80% | 1.47% |
| 12 Months | 7.38% |
0 Overlapping Holdings
| Symbol | Grade | Weight in LBO | Weight in UTRN | Overlap |
|---|
LBO Underweight 25 Positions Relative to UTRN
| 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% |
LBO: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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