UTRN vs. EBLU ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Ecofin Global Water ESG Fund (EBLU)
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
$30.57
Average Daily Volume
1,563
25
EBLU
Ecofin Global Water ESG Fund
EBLU Description
The Tortoise Global Water ESG Fund uses a passive management approach and seeks investment results that correspond generally to the price and distribution rate performance of the Tortoise Global Water ESG Net Total Return Index®, which is comprised of companies across the globe and throughout the water cycle that we believe are positioned to benefit from the pursuit of solving the water supply/demand imbalance.Grade (RS Rating)
Last Trade
$50.17
Average Daily Volume
2,235
22
Performance
Period | UTRN | EBLU |
---|---|---|
30 Days | 0.74% | 4.15% |
60 Days | 3.86% | 3.94% |
90 Days | 10.29% | 10.77% |
12 Months | 39.44% | 31.90% |
1 Overlapping Holdings
Symbol | Grade | Weight in UTRN | Weight in EBLU | Overlap | |
---|---|---|---|---|---|
IEX | A | 3.97% | 2.63% | 2.63% |
UTRN Overweight 24 Positions Relative to EBLU
Symbol | Grade | Weight | |
---|---|---|---|
TYL | A | 4.2% | |
STE | D | 4.11% | |
HUBB | B | 4.05% | |
ROK | B | 4.04% | |
CTLT | D | 4.03% | |
JCI | B | 4.02% | |
NWSA | A | 4.02% | |
AMCR | D | 4.02% | |
CMI | B | 4.02% | |
NWS | A | 4.02% | |
MET | C | 4.01% | |
ACGL | F | 4.0% | |
EMN | C | 4.0% | |
AME | A | 4.0% | |
XOM | C | 3.99% | |
TT | C | 3.98% | |
ITW | A | 3.98% | |
FTV | F | 3.98% | |
IR | C | 3.98% | |
WM | A | 3.95% | |
IFF | D | 3.95% | |
RSG | D | 3.95% | |
ZBRA | A | 3.94% | |
CARR | D | 3.64% |
UTRN Underweight 21 Positions Relative to EBLU
UTRN: Top Represented Industries & Keywords
EBLU: Top Represented Industries & Keywords