UTRN vs. BDVG ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to IMGP Berkshire Dividend Growth ETF (BDVG)
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
BDVG
IMGP Berkshire Dividend Growth ETF
BDVG Description
The fund is an actively-managed exchange-traded fund ("ETF") that seeks to achieve its objective by investing at least 80% of its net assets, plus borrowings for investment purposes, in common stocks of U.S. companies that pay dividends annually, with an emphasis on stocks that have a strong track record of paying quarterly dividends or that are expected to increase their dividends over the next one to five years.Grade (RS Rating)
Last Trade
$11.99
Average Daily Volume
5,688
36
Performance
| Period | UTRN | BDVG |
|---|---|---|
| 30 Days | 2.75% | 1.18% |
| 60 Days | 5.09% | 3.64% |
| 90 Days | 8.59% | 4.71% |
| 12 Months | 39.55% | 22.00% |
UTRN Overweight 22 Positions Relative to BDVG
UTRN Underweight 33 Positions Relative to BDVG
| Symbol | Grade | Weight | |
|---|---|---|---|
| JPM | A | -4.27% | |
| AAPL | C | -4.24% | |
| ABBV | F | -4.2% | |
| MSFT | D | -4.17% | |
| NUE | C | -3.87% | |
| WMT | A | -3.57% | |
| QCOM | F | -3.38% | |
| NSC | B | -3.07% | |
| BAC | A | -3.06% | |
| WM | B | -3.06% | |
| PPL | A | -2.98% | |
| MCD | D | -2.82% | |
| LOW | C | -2.79% | |
| CSCO | B | -2.77% | |
| EMR | B | -2.44% | |
| MRK | D | -2.41% | |
| MDLZ | F | -2.4% | |
| PNC | B | -2.28% | |
| KMI | A | -2.06% | |
| HON | C | -1.99% | |
| PG | C | -1.96% | |
| JNJ | C | -1.95% | |
| ABT | B | -1.88% | |
| BMY | B | -1.88% | |
| PEP | F | -1.87% | |
| DE | B | -1.86% | |
| SCHW | B | -1.74% | |
| MTB | A | -1.71% | |
| EOG | A | -1.43% | |
| GIS | D | -1.39% | |
| WPC | C | -1.37% | |
| PFE | F | -1.06% | |
| HSY | F | -0.84% |
UTRN: Top Represented Industries & Keywords
BDVG: Top Represented Industries & Keywords
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