UTRN vs. BLCV ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to BlackRock Large Cap Value ETF (BLCV)
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
$25.08
Average Daily Volume
1,167
25
BLCV
BlackRock Large Cap Value ETF
BLCV Description
Under normal circumstances, the fund seeks to invest at least 80% of its net assets plus the amount of any borrowings for investment purposes in large cap equity securities and derivatives that have similar economic characteristics to such securities. The fund invests primarily in equity securities that BFA believes are undervalued, which means that their prices are less than BFA believes they are worth. The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.21
Average Daily Volume
1,530
10
Performance
| Period | UTRN | BLCV |
|---|---|---|
| 30 Days | -3.17% | -3.67% |
| 60 Days | -0.85% | -0.05% |
| 90 Days | 4.02% | 4.29% |
| 12 Months | 7.59% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in BLCV | Overlap |
|---|
UTRN Overweight 25 Positions Relative to BLCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | A | 4.39% | |
| KO | A | 4.09% | |
| CNP | A | 4.07% | |
| ES | A | 4.06% | |
| MO | A | 4.06% | |
| WEC | A | 4.04% | |
| T | B | 4.04% | |
| LNT | A | 4.04% | |
| CMS | A | 4.02% | |
| JNJ | D | 4.0% | |
| CL | A | 3.99% | |
| SYY | D | 3.99% | |
| AMCR | A | 3.98% | |
| EG | D | 3.98% | |
| TMUS | A | 3.98% | |
| FE | A | 3.97% | |
| DRI | D | 3.97% | |
| VRTX | C | 3.95% | |
| EA | D | 3.93% | |
| AVY | B | 3.93% | |
| ITW | D | 3.91% | |
| VRSK | C | 3.9% | |
| EDR | A | 3.9% | |
| LIN | C | 3.87% | |
| VZ | C | 3.86% |
UTRN: Top Represented Industries & Keywords
BLCV: Top Represented Industries & Keywords
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