UTRN vs. EQTY ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Kovitz Core Equity ETF (EQTY)
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
$25.43
Average Daily Volume
985
25
EQTY
Kovitz Core Equity ETF
EQTY Description
The Kovitz Core Equity ETF seeks long-term capital appreciation. Through our fundamental, research-driven process, we strive to build diversified portfolios of equity investments through the purchase of competitively advantaged and financially strong companies at prices substantially less than our estimate of their intrinsic values.Grade (RS Rating)
Last Trade
$21.23
Average Daily Volume
48,600
10
Performance
| Period | UTRN | EQTY |
|---|---|---|
| 30 Days | -1.01% | -2.84% |
| 60 Days | -0.13% | -0.15% |
| 90 Days | 6.15% | 3.21% |
| 12 Months | 10.67% | 25.65% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in EQTY | Overlap |
|---|
UTRN Overweight 25 Positions Relative to EQTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | A | 4.39% | |
| KO | A | 4.09% | |
| CNP | A | 4.07% | |
| ES | B | 4.06% | |
| MO | A | 4.06% | |
| WEC | B | 4.04% | |
| T | C | 4.04% | |
| LNT | B | 4.04% | |
| CMS | A | 4.02% | |
| JNJ | F | 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 | F | 3.97% | |
| VRTX | D | 3.95% | |
| EA | D | 3.93% | |
| AVY | A | 3.93% | |
| ITW | F | 3.91% | |
| VRSK | C | 3.9% | |
| EDR | A | 3.9% | |
| LIN | D | 3.87% | |
| VZ | D | 3.86% |
UTRN: Top Represented Industries & Keywords
EQTY: Top Represented Industries & Keywords
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