SOLR vs. UTRN ETF Comparison
Comparison of SmartETFs Sustainable Energy II ETF (SOLR) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
SOLR
SmartETFs Sustainable Energy II ETF
SOLR Description
SmartETFs Sustainable Energy II ETF is an exchange traded fund launched and managed by Guinness Atkinson Asset Management, Inc. The fund is co-managed by Penserra Capital Management, LLC. The fund invests in public equity markets of global region. The fund invests in stocks of companies operating across energy and sustainable energy companies sectors. It invests in growth and value stocks of companies across diversified market capitalization. The fund invests in stocks of companies that directly promote environmental responsibility. The fund employs fundamental analysis to create its portfolio. It employs proprietary research to create its portfolio. SmartETFs Sustainable Energy II ETF was formed on November 11, 2020 and is domiciled in the United States.
Grade (RS Rating)
Last Trade
$26.42
Average Daily Volume
452
19
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
$31.70
Average Daily Volume
592
25
Performance
Period | SOLR | UTRN |
---|---|---|
30 Days | -5.40% | 2.75% |
60 Days | -7.04% | 5.09% |
90 Days | -5.68% | 8.59% |
12 Months | 3.82% | 39.55% |
0 Overlapping Holdings
Symbol | Grade | Weight in SOLR | Weight in UTRN | Overlap |
---|
SOLR Underweight 25 Positions Relative to UTRN
Symbol | Grade | Weight | |
---|---|---|---|
DXCM | C | -4.32% | |
ATO | A | -4.2% | |
DGX | A | -4.15% | |
LYV | A | -4.09% | |
LMT | D | -4.07% | |
AJG | A | -4.05% | |
TRV | B | -4.04% | |
TDY | B | -4.03% | |
CB | C | -4.02% | |
FTV | C | -4.01% | |
APD | A | -4.01% | |
ECL | D | -4.01% | |
KDP | F | -4.01% | |
VLTO | C | -4.0% | |
MMC | B | -4.0% | |
O | C | -3.98% | |
WFC | A | -3.98% | |
PAYX | B | -3.95% | |
PSX | C | -3.94% | |
CVX | A | -3.9% | |
LVS | B | -3.87% | |
AIG | B | -3.86% | |
PPG | F | -3.83% | |
KHC | F | -3.79% | |
DOW | F | -3.7% |
SOLR: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords