UTRN vs. BWTG ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Brendan Wood TopGun Index ETF (BWTG)
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
$31.32
Average Daily Volume
599
25
BWTG
Brendan Wood TopGun Index ETF
BWTG Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, a substantial portion of its assets in publicly listed equity securities included in a model portfolio provided by the fund"s investment sub-adviser. Construction of the model begins with the identification of approximately 1,400 companies composing the Brendan Wood "Shareholder Conviction Universe", which are generally stocks of liquid large and mid-capitalization companies that trade on a national exchange in the United States, including ADRs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.20
Average Daily Volume
3,615
22
Performance
| Period | UTRN | BWTG |
|---|---|---|
| 30 Days | 1.00% | 0.43% |
| 60 Days | 3.83% | 2.28% |
| 90 Days | 8.96% | 5.45% |
| 12 Months | 38.11% | 34.48% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in BWTG | Overlap | |
|---|---|---|---|---|---|
| MMC | D | 4.0% | 3.67% | 3.67% |
UTRN Overweight 24 Positions Relative to BWTG
| 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 | D | 4.02% | |
| FTV | C | 4.01% | |
| APD | A | 4.01% | |
| ECL | D | 4.01% | |
| KDP | D | 4.01% | |
| VLTO | C | 4.0% | |
| O | D | 3.98% | |
| WFC | A | 3.98% | |
| PAYX | B | 3.95% | |
| PSX | C | 3.94% | |
| CVX | A | 3.9% | |
| LVS | B | 3.87% | |
| AIG | D | 3.86% | |
| PPG | F | 3.83% | |
| KHC | F | 3.79% | |
| DOW | F | 3.7% |
UTRN Underweight 21 Positions Relative to BWTG
UTRN: Top Represented Industries & Keywords
BWTG: Top Represented Industries & Keywords
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