MEDX vs. UTRN ETF Comparison
Comparison of Horizon Kinetics Medical ETF (MEDX) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
MEDX
Horizon Kinetics Medical ETF
MEDX Description
The fund is an actively-managed exchange-traded fund ("ETF") that pursues its investment objective by investing, under normal circumstances, at least 80% of its net assets plus any borrowings for investment purposes in common stocks, convertible securities, warrants and other equity securities having the characteristics of common stocks of U.S. and foreign companies engaged in medical research, pharmaceutical and medical technology industries and related technology industries. The fund is non-diversified.
Grade (RS Rating)
Last Trade
$27.81
Average Daily Volume
1,083
32
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
$31.89
Average Daily Volume
1,635
25
Performance
| Period | MEDX | UTRN |
|---|---|---|
| 30 Days | -8.29% | 3.74% |
| 60 Days | -10.35% | 4.98% |
| 90 Days | -12.38% | 9.25% |
| 12 Months | -2.56% | 40.39% |
MEDX Overweight 29 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| LLY | F | 15.83% | |
| ABBV | D | 7.81% | |
| AMGN | D | 5.96% | |
| NVS | D | 5.95% | |
| AZN | D | 4.86% | |
| ALNY | D | 4.45% | |
| PFE | D | 4.04% | |
| MRK | F | 3.96% | |
| ALKS | B | 3.91% | |
| REGN | F | 3.38% | |
| CRSP | D | 2.97% | |
| IONS | F | 2.78% | |
| GSK | F | 2.32% | |
| BCYC | F | 1.95% | |
| BEAM | D | 1.51% | |
| NTLA | F | 1.3% | |
| REPL | B | 0.98% | |
| GALT | C | 0.89% | |
| HLN | D | 0.79% | |
| VNDA | C | 0.79% | |
| LTRN | F | 0.6% | |
| EDIT | F | 0.53% | |
| GEHC | F | 0.48% | |
| TSVT | F | 0.41% | |
| ALLO | F | 0.28% | |
| VTRS | A | 0.27% | |
| PACB | F | 0.13% | |
| BLUE | F | 0.08% | |
| MURA | D | 0.05% |
MEDX Underweight 22 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| IP | B | -4.22% | |
| VZ | C | -4.16% | |
| PKG | A | -4.13% | |
| IBM | C | -4.11% | |
| CVX | A | -4.11% | |
| LVS | C | -4.07% | |
| SWKS | F | -4.05% | |
| KO | D | -4.04% | |
| K | A | -4.02% | |
| CTLT | B | -4.02% | |
| HRL | D | -4.02% | |
| XOM | B | -3.99% | |
| AJG | B | -3.99% | |
| TROW | B | -3.99% | |
| LIN | D | -3.98% | |
| UPS | C | -3.98% | |
| ON | D | -3.97% | |
| IPG | D | -3.91% | |
| KHC | F | -3.88% | |
| OMC | C | -3.87% | |
| TMO | F | -3.81% | |
| JNPR | F | -3.76% |
MEDX: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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