TIME vs. UTRN ETF Comparison
Comparison of Clockwise Capital Innovation ETF (TIME) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
TIME
Clockwise Capital Innovation ETF
TIME Description
TIME actively invests in US companies that the adviser believes are best positioned to benefit from opportunities relating to 5G and cloud-based industries. The fund hold stocks from various industries, such as AI, cryptocurrency and digital payments, smart vehicles, preventative health, and remote surgery amongst others. Top-down analysis and a bottom-up approach are combined to determine stock selection. Companies meeting minimum financial thresholds based on fundamental factors are taken into consideration. From these, the adviser selects 10 - 20 stocks that they believe have a minimum 100% return target threshold over a 5-year investment period. The selected stocks are weighted using a 5% 20% conviction driven weighting. The fund may also employ a covered call strategy with respect to securities held in the portfolio. Prior to April 1, 2022, the fund traded under the ticker CWC. Before August 16, 2023, the fund traded under the name Clockwise Capital Innovation ETF.
Grade (RS Rating)
Last Trade
$24.34
Average Daily Volume
5,593
33
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
$25.22
Average Daily Volume
1,166
25
Performance
| Period | TIME | UTRN |
|---|---|---|
| 30 Days | -4.15% | -2.72% |
| 60 Days | 2.46% | 4.30% |
| 90 Days | 12.37% | 6.79% |
| 12 Months | 53.29% | 6.80% |
1 Overlapping Holdings
| Symbol | Grade | Weight in TIME | Weight in UTRN | Overlap | |
|---|---|---|---|---|---|
| VZ | A | 3.86% | 3.99% | 3.86% |
TIME Overweight 32 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| BIL | A | 7.85% | |
| AMZN | B | 5.03% | |
| NVDA | B | 4.13% | |
| MSFT | B | 4.01% | |
| META | B | 3.96% | |
| TSM | B | 3.86% | |
| APO | C | 3.83% | |
| UBER | D | 3.05% | |
| CVX | A | 2.99% | |
| SPOT | A | 2.99% | |
| NFLX | B | 2.95% | |
| ABNB | B | 2.94% | |
| MU | A | 2.9% | |
| SMCI | D | 2.85% | |
| JPM | B | 2.83% | |
| DELL | A | 2.83% | |
| VRT | A | 2.05% | |
| FIX | B | 1.99% | |
| COIN | B | 1.98% | |
| ODFL | B | 1.97% | |
| STZ | A | 1.97% | |
| NVT | A | 1.96% | |
| AVGO | B | 1.95% | |
| COST | C | 1.94% | |
| NEM | A | 1.93% | |
| NEE | A | 1.92% | |
| NOW | C | 1.91% | |
| LMT | A | 1.9% | |
| NU | D | 1.88% | |
| DUK | A | 0.98% | |
| SO | A | 0.97% | |
| MSTR | B | 0.86% |
TIME Underweight 24 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| CMCSA | D | -4.06% | |
| J | C | -4.05% | |
| MNST | D | -4.03% | |
| CSX | C | -4.02% | |
| CLX | B | -4.02% | |
| ACN | D | -4.02% | |
| DTE | B | -4.01% | |
| PEP | A | -4.01% | |
| SBUX | F | -4.01% | |
| UNP | C | -4.0% | |
| BA | F | -4.0% | |
| MDLZ | D | -4.0% | |
| KR | A | -4.0% | |
| SSNC | C | -4.0% | |
| CL | B | -3.99% | |
| CTRA | A | -3.99% | |
| LH | F | -3.99% | |
| AGR | A | -3.99% | |
| WMB | A | -3.98% | |
| CAH | B | -3.97% | |
| CI | A | -3.97% | |
| T | B | -3.97% | |
| ACI | F | -3.97% | |
| CHD | A | -3.97% |
TIME: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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