UTRN vs. HUSV ETF Comparison

Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to First Trust Horizon Managed Volatility Domestic ETF (HUSV)
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

$31.45

Average Daily Volume

1,083

Number of Holdings *

25

* may have additional holdings in another (foreign) market
HUSV

First Trust Horizon Managed Volatility Domestic ETF

HUSV Description The First Trust Horizon Managed Volatility Domestic ETF is an actively managed exchange-traded fund. The Fund's investment objective is to provide capital appreciation. Under normal market conditions, the Fund will seek to achieve its investment objective by investing at least 80% of its net assets (including investment borrowings) in common stocks of domestic companies listed and traded on U.S. national securities exchanges that Horizon Investments, LLC believes exhibit low future expected volatility.

Grade (RS Rating)

Last Trade

$38.96

Average Daily Volume

5,171

Number of Holdings *

74

* may have additional holdings in another (foreign) market
Performance
Period UTRN HUSV
30 Days 3.00% 1.95%
60 Days 6.29% 3.30%
90 Days 12.45% 7.50%
12 Months 44.52% 24.00%
3 Overlapping Holdings
Symbol Grade Weight in UTRN Weight in HUSV Overlap
GD B 3.89% 1.0% 1.0%
LIN D 3.81% 2.07% 2.07%
PG D 3.96% 1.77% 1.77%
UTRN Overweight 22 Positions Relative to HUSV
Symbol Grade Weight
AME A 4.28%
CAH B 4.16%
FOXA B 4.11%
LOW B 4.09%
MNST B 4.07%
SWK F 4.06%
PGR B 4.05%
AMGN C 4.01%
COST B 4.01%
JNPR C 3.99%
ROK B 3.99%
UNH B 3.99%
AXON B 3.98%
GIS F 3.98%
K A 3.97%
KMB D 3.97%
EFX D 3.96%
MTCH F 3.96%
CTLT D 3.94%
MDLZ F 3.93%
FTV F 3.92%
ACGL D 3.63%
UTRN Underweight 71 Positions Relative to HUSV
Symbol Grade Weight
BRK.A C -2.49%
RSG B -2.47%
PTC B -2.4%
MMC C -2.35%
MSI A -2.33%
ROP B -2.26%
KO D -2.26%
CSCO A -2.23%
CL F -2.16%
MSFT C -2.08%
CTSH B -2.08%
VRSN D -1.92%
LMT D -1.91%
ITW B -1.87%
L A -1.82%
TDY A -1.82%
FE D -1.81%
ICE D -1.76%
ATO A -1.76%
IBM D -1.71%
KMI A -1.52%
TMUS A -1.46%
NI A -1.46%
JNJ D -1.42%
PPL B -1.4%
PM C -1.38%
KDP F -1.35%
ADP A -1.35%
FI B -1.35%
MCD D -1.34%
MA A -1.33%
EVRG B -1.33%
DUK D -1.3%
V B -1.29%
HON B -1.26%
PEP F -1.23%
YUM C -1.21%
CME B -1.19%
MO B -1.17%
CTAS A -1.14%
AVY F -1.12%
COR B -1.12%
CMS D -1.12%
TJX C -1.03%
WTW B -1.03%
WMB B -1.01%
EA B -0.97%
RTX C -0.92%
SPGI D -0.9%
ABT B -0.89%
ED D -0.88%
WM B -0.85%
ORLY B -0.83%
OKE A -0.83%
EQR D -0.82%
AVB A -0.81%
UNP D -0.8%
HOLX D -0.79%
BSX A -0.79%
NOC C -0.74%
WELL B -0.74%
MDT C -0.67%
BDX F -0.66%
HLT A -0.65%
O D -0.63%
ECL D -0.61%
SYK A -0.59%
ABBV B -0.57%
LYB F -0.54%
AZO D -0.5%
HD B -0.38%
Compare ETFs