MVAL vs. UTRN ETF Comparison
Comparison of SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF (MVAL) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
MVAL
SHL Telemedicine Ltd VanEck Morningstar Wide Moat Value ETF
MVAL Description
The fund invests at least 80% of its total assets in securities that comprise the fund"s benchmark index. The index is comprised of equity securities of companies that Morningstar, Inc. determines have sustainable competitive advantages based on a proprietary methodology that considers quantitative and qualitative factors and are attractively priced and weighted according to a modified equal weighting scheme that tilts exposure in favor of pure value companies. It is non-diversified.
Grade (RS Rating)
Last Trade
$33.17
Average Daily Volume
224
39
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
$30.57
Average Daily Volume
1,563
25
Performance
| Period | MVAL | UTRN |
|---|---|---|
| 30 Days | -0.17% | 0.74% |
| 60 Days | 0.61% | 3.86% |
| 90 Days | 5.39% | 10.29% |
| 12 Months | 39.44% |
1 Overlapping Holdings
| Symbol | Grade | Weight in MVAL | Weight in UTRN | Overlap | |
|---|---|---|---|---|---|
| IFF | D | 4.22% | 3.95% | 3.95% |
MVAL Overweight 38 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| GILD | A | 5.13% | |
| BMY | A | 4.87% | |
| USB | B | 4.82% | |
| KVUE | B | 4.68% | |
| EMR | B | 4.37% | |
| CPB | D | 4.35% | |
| MO | A | 4.26% | |
| PFE | D | 4.15% | |
| BA | F | 3.73% | |
| DIS | C | 3.04% | |
| NKE | F | 2.95% | |
| BIO | A | 2.94% | |
| MAS | D | 2.63% | |
| CTVA | A | 2.62% | |
| SCHW | B | 2.47% | |
| NXPI | C | 2.41% | |
| NOC | D | 2.38% | |
| RTX | C | 2.32% | |
| UPS | C | 2.28% | |
| CMCSA | A | 2.25% | |
| HON | B | 2.2% | |
| ZBH | C | 2.04% | |
| MKTX | B | 2.0% | |
| ALLE | C | 1.86% | |
| MCD | C | 1.84% | |
| HII | F | 1.63% | |
| TMO | D | 1.63% | |
| SBUX | A | 1.52% | |
| LRCX | F | 1.38% | |
| KEYS | C | 1.22% | |
| GOOGL | A | 1.19% | |
| GEHC | D | 1.17% | |
| TER | F | 0.97% | |
| STZ | F | 0.96% | |
| OTIS | B | 0.95% | |
| CLX | B | 0.89% | |
| WAT | A | 0.79% | |
| ETSY | D | 0.55% |
MVAL Underweight 24 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| TYL | A | -4.2% | |
| STE | D | -4.11% | |
| HUBB | B | -4.05% | |
| ROK | B | -4.04% | |
| CTLT | D | -4.03% | |
| JCI | B | -4.02% | |
| NWSA | A | -4.02% | |
| AMCR | D | -4.02% | |
| CMI | B | -4.02% | |
| NWS | A | -4.02% | |
| MET | C | -4.01% | |
| ACGL | F | -4.0% | |
| EMN | C | -4.0% | |
| AME | A | -4.0% | |
| XOM | C | -3.99% | |
| TT | C | -3.98% | |
| ITW | A | -3.98% | |
| FTV | F | -3.98% | |
| IR | C | -3.98% | |
| IEX | A | -3.97% | |
| WM | A | -3.95% | |
| RSG | D | -3.95% | |
| ZBRA | A | -3.94% | |
| CARR | D | -3.64% |
MVAL: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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