UTRN vs. BAMG ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Brookstone Growth Stock ETF (BAMG)
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
$25.40
Average Daily Volume
1,168
25
BAMG
Brookstone Growth Stock ETF
BAMG Description
The fund is an actively managed exchange traded fund ("ETF") that invests in companies that the adviser believes have strong earnings growth potential over the next several years based on the adviser"s research. Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in publicly traded U.S. equity stocks.Grade (RS Rating)
Last Trade
$29.04
Average Daily Volume
11,055
10
Performance
| Period | UTRN | BAMG |
|---|---|---|
| 30 Days | -2.04% | -3.30% |
| 60 Days | 2.37% | -2.65% |
| 90 Days | 6.32% | 1.26% |
| 12 Months | 7.81% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in BAMG | Overlap |
|---|
UTRN Overweight 25 Positions Relative to BAMG
| Symbol | Grade | Weight | |
|---|---|---|---|
| CHD | A | 4.1% | |
| PEP | A | 4.08% | |
| AGR | B | 4.07% | |
| CL | A | 4.07% | |
| SBUX | F | 4.07% | |
| MNST | D | 4.04% | |
| MDLZ | B | 4.03% | |
| CAH | D | 4.02% | |
| DTE | B | 4.02% | |
| J | C | 4.01% | |
| VZ | D | 4.0% | |
| CLX | C | 4.0% | |
| CMCSA | F | 3.99% | |
| ACI | F | 3.98% | |
| KR | B | 3.98% | |
| BA | F | 3.97% | |
| SSNC | C | 3.96% | |
| CTRA | A | 3.95% | |
| CI | A | 3.94% | |
| ACN | F | 3.94% | |
| T | C | 3.94% | |
| WMB | A | 3.93% | |
| CSX | D | 3.92% | |
| UNP | C | 3.92% | |
| LH | F | 3.91% |
UTRN: Top Represented Industries & Keywords
BAMG: Top Represented Industries & Keywords
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