UTRN vs. EWZ ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to iShares MSCI Brazil Capped Index Fund (EWZ)
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
EWZ
iShares MSCI Brazil Capped Index Fund
EWZ Description
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI Brazil 25/50 Index. The fund generally invests at least 95% of its assets in the securities of its underlying index and in depositary receipts ("DRs") representing securities in its underlying index. The underlying index consists of stocks traded primarily on the BM&FBOVESPA (the Brazilian exchange). The fund is non-diversified.Grade (RS Rating)
Last Trade
$32.31
Average Daily Volume
20,814,715
2
Performance
| Period | UTRN | EWZ |
|---|---|---|
| 30 Days | -1.01% | 0.69% |
| 60 Days | -0.13% | -2.06% |
| 90 Days | 6.15% | -1.10% |
| 12 Months | 10.67% | 23.90% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in EWZ | Overlap |
|---|
UTRN Overweight 25 Positions Relative to EWZ
| 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
EWZ: Top Represented Industries & Keywords
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