UTRN vs. MBCC ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Monarch Blue Chips Core ETF (MBCC)
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
$25.55
Average Daily Volume
992
25
MBCC
Monarch Blue Chips Core ETF
MBCC Description
The investment seeks to replicate investment results that generally correspond, before fees and expenses, to the performance of the Kingsview Blue Chips Core Index. The fund generally invests at least 80% of its total assets in the component securities of the index. The index consists of established, well-recognized companies listed on the S&P 500 from a broad range of industries that demonstrate strength in the marketplace based on fundamental company data such as revenue, revenue growth, net income, and net income growth.Grade (RS Rating)
Last Trade
$31.56
Average Daily Volume
13,768
24
Performance
| Period | UTRN | MBCC |
|---|---|---|
| 30 Days | -0.16% | -1.94% |
| 60 Days | -0.01% | -2.47% |
| 90 Days | 6.03% | 2.17% |
| 12 Months | 9.61% | 23.17% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in MBCC | Overlap |
|---|
UTRN Overweight 25 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| SYF | A | 4.39% | |
| KO | A | 4.09% | |
| CNP | B | 4.07% | |
| ES | B | 4.06% | |
| MO | A | 4.06% | |
| WEC | B | 4.04% | |
| T | B | 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 | C | 3.98% | |
| TMUS | C | 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 Underweight 24 Positions Relative to MBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| GE | A | -5.48% | |
| NVDA | C | -4.69% | |
| PEP | B | -4.51% | |
| ALL | B | -4.5% | |
| ORCL | D | -4.41% | |
| EMR | D | -4.35% | |
| MRK | B | -4.33% | |
| AMZN | A | -4.33% | |
| TMO | D | -4.28% | |
| DIS | C | -4.25% | |
| LLY | C | -4.14% | |
| COST | C | -4.13% | |
| MSFT | C | -4.11% | |
| V | D | -4.07% | |
| MA | D | -4.07% | |
| AAPL | B | -4.06% | |
| MCD | F | -3.96% | |
| SBUX | F | -3.94% | |
| NFLX | D | -3.93% | |
| NKE | D | -3.83% | |
| CRM | D | -3.78% | |
| AMT | D | -3.72% | |
| ADBE | D | -3.57% | |
| INTC | F | -3.08% |
UTRN: Top Represented Industries & Keywords
MBCC: Top Represented Industries & Keywords
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