UTRN vs. IDU ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to iShares U.S. Utilities ETF (IDU)
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
IDU
iShares U.S. Utilities ETF
IDU Description
The investment seeks to track the investment results of an index composed of U.S. equities in the utilities sector. The fund generally invests at least 90% of its assets in securities of the index and in depositary receipts representing securities of the index. It seeks to track the investment results of the Dow Jones U.S. Utilities Index (the "underlying index"), which measures the performance of the utilities sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include utilities companies. The fund is non-diversified.Grade (RS Rating)
Last Trade
$99.15
Average Daily Volume
96,211
43
Performance
| Period | UTRN | IDU |
|---|---|---|
| 30 Days | 0.74% | -3.52% |
| 60 Days | 3.86% | 2.58% |
| 90 Days | 10.29% | 5.37% |
| 12 Months | 39.44% | 32.22% |
UTRN Overweight 23 Positions Relative to IDU
UTRN Underweight 41 Positions Relative to IDU
| Symbol | Grade | Weight | |
|---|---|---|---|
| NEE | D | -11.57% | |
| SO | C | -7.08% | |
| DUK | C | -6.31% | |
| CEG | B | -5.88% | |
| SRE | C | -3.75% | |
| AEP | D | -3.7% | |
| D | B | -3.54% | |
| PEG | B | -3.16% | |
| PCG | B | -3.07% | |
| VST | B | -3.06% | |
| EXC | C | -2.79% | |
| XEL | A | -2.64% | |
| ED | C | -2.5% | |
| ETR | A | -2.34% | |
| EIX | D | -2.22% | |
| WEC | B | -2.14% | |
| AWK | D | -1.91% | |
| DTE | C | -1.82% | |
| PPL | C | -1.71% | |
| FE | D | -1.71% | |
| ES | D | -1.64% | |
| AEE | B | -1.64% | |
| ATO | B | -1.48% | |
| CMS | C | -1.47% | |
| CNP | C | -1.33% | |
| NRG | B | -1.33% | |
| NI | B | -1.12% | |
| LNT | C | -1.09% | |
| EVRG | C | -0.96% | |
| CLH | C | -0.84% | |
| AES | F | -0.83% | |
| PNW | D | -0.71% | |
| WTRG | C | -0.69% | |
| OGE | C | -0.57% | |
| SRCL | A | -0.4% | |
| NFG | C | -0.39% | |
| IDA | A | -0.37% | |
| UGI | D | -0.36% | |
| AGR | C | -0.18% | |
| CWEN | C | -0.16% | |
| CWEN | C | -0.07% |
UTRN: Top Represented Industries & Keywords
IDU: Top Represented Industries & Keywords
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