RULE vs. UTRN ETF Comparison
Comparison of Adaptive Core ETF (RULE) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
RULE
Adaptive Core ETF
RULE Description
Adaptive Core ETF seeks current income. The fund invests in individual equity securities without regard to market capitalization and ETFs that invest in equity securities of any market capitalization including convertible equity securities and fixed income ETFs. The fund’s portfolio may hold securities from issuers of any market capitalization, credit quality, maturity, or country. Fixed income securities may include securities with credit quality below investment grade (commonly referred to as “junk bond” credit quality).
Grade (RS Rating)
Last Trade
$22.72
Average Daily Volume
6,209
36
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
$31.48
Average Daily Volume
701
25
Performance
| Period | RULE | UTRN |
|---|---|---|
| 30 Days | 2.26% | 1.13% |
| 60 Days | 4.15% | 4.84% |
| 90 Days | 4.53% | 10.49% |
| 12 Months | 21.26% | 39.30% |
RULE Overweight 34 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 4.29% | |
| JPST | A | 4.27% | |
| NOW | A | 3.52% | |
| CRM | B | 3.48% | |
| ISRG | A | 3.34% | |
| APO | B | 3.31% | |
| XLG | A | 3.11% | |
| SPHQ | A | 3.09% | |
| PCAR | B | 3.07% | |
| EQIX | B | 3.06% | |
| AON | B | 3.05% | |
| IWF | A | 2.98% | |
| UBER | F | 2.97% | |
| WMB | B | 2.95% | |
| INTU | A | 2.94% | |
| SPGI | C | 2.87% | |
| BK | B | 2.86% | |
| CPAY | A | 2.84% | |
| MPWR | F | 2.76% | |
| RMD | C | 2.76% | |
| URI | B | 2.68% | |
| HD | B | 2.64% | |
| NFLX | A | 2.62% | |
| IRM | D | 2.51% | |
| FTNT | B | 2.44% | |
| WMT | A | 2.44% | |
| GPN | B | 2.43% | |
| IBM | D | 2.42% | |
| VRT | B | 2.41% | |
| PAYX | B | 2.26% | |
| REGN | F | 2.15% | |
| ADBE | C | 1.95% | |
| ARES | B | 1.83% | |
| FCNCA | B | 0.01% |
RULE Underweight 23 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| AME | A | -4.28% | |
| FOXA | A | -4.11% | |
| LOW | B | -4.09% | |
| MNST | B | -4.07% | |
| SWK | F | -4.06% | |
| AMGN | F | -4.01% | |
| COST | B | -4.01% | |
| JNPR | D | -3.99% | |
| ROK | B | -3.99% | |
| UNH | B | -3.99% | |
| AXON | B | -3.98% | |
| GIS | F | -3.98% | |
| K | A | -3.97% | |
| KMB | D | -3.97% | |
| EFX | F | -3.96% | |
| PG | C | -3.96% | |
| MTCH | F | -3.96% | |
| CTLT | D | -3.94% | |
| MDLZ | F | -3.93% | |
| FTV | C | -3.92% | |
| GD | C | -3.89% | |
| LIN | D | -3.81% | |
| ACGL | C | -3.63% |
RULE: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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