UTRN vs. OSCV ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Opus Small Cap Value Plus ETF (OSCV)
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
OSCV
Opus Small Cap Value Plus ETF
OSCV Description
The investment seeks capital appreciation. The fund is an actively-managed exchange-traded fund ("ETF") that invests under normal circumstances at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities of small-capitalization U.S. companies. The fund's sub-adviser defines a small-capitalization company as an issuer whose market capitalization at the time of purchase is in the range of those found in the Russell 2000® Index. The fund will primarily invest in common stocks and real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$34.43
Average Daily Volume
53,574
70
Performance
| Period | UTRN | OSCV |
|---|---|---|
| 30 Days | -1.01% | -2.60% |
| 60 Days | -0.13% | -1.30% |
| 90 Days | 6.15% | 4.27% |
| 12 Months | 10.67% | 16.56% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in OSCV | Overlap |
|---|
UTRN Overweight 25 Positions Relative to OSCV
| 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 Underweight 70 Positions Relative to OSCV
| Symbol | Grade | Weight | |
|---|---|---|---|
| ENSG | D | -2.82% | |
| CASY | B | -2.4% | |
| CHE | F | -2.36% | |
| KBH | B | -2.33% | |
| VVV | B | -2.33% | |
| LECO | D | -2.32% | |
| TXRH | A | -2.29% | |
| CHRD | B | -2.24% | |
| TTEK | A | -2.21% | |
| NOG | B | -2.18% | |
| OC | A | -1.9% | |
| UFPI | C | -1.77% | |
| THG | A | -1.77% | |
| FIX | C | -1.76% | |
| KAI | D | -1.76% | |
| ICFI | C | -1.75% | |
| PRI | D | -1.72% | |
| CODI | D | -1.6% | |
| EHC | A | -1.59% | |
| ACA | B | -1.54% | |
| KFRC | D | -1.49% | |
| OTTR | B | -1.48% | |
| GNTX | D | -1.47% | |
| HP | F | -1.45% | |
| CW | A | -1.43% | |
| MUSA | D | -1.35% | |
| ATR | A | -1.35% | |
| SPNS | B | -1.34% | |
| SBCF | C | -1.32% | |
| CWT | B | -1.31% | |
| EGP | F | -1.31% | |
| EFSC | C | -1.22% | |
| EPRT | A | -1.21% | |
| LKFN | D | -1.21% | |
| POOL | F | -1.18% | |
| GGG | D | -1.16% | |
| BYD | F | -1.15% | |
| HOMB | A | -1.14% | |
| CIVI | B | -1.14% | |
| LSTR | D | -1.14% | |
| ASH | A | -1.12% | |
| SYBT | B | -1.11% | |
| GABC | D | -1.09% | |
| GPK | C | -1.08% | |
| OSBC | B | -1.08% | |
| NJR | B | -1.06% | |
| EVTC | F | -1.04% | |
| HCKT | D | -1.04% | |
| WTBA | D | -1.02% | |
| CPA | C | -1.0% | |
| LADR | A | -0.99% | |
| KRP | A | -0.98% | |
| SCI | D | -0.96% | |
| AMH | D | -0.94% | |
| TRNO | D | -0.9% | |
| KMPR | B | -0.9% | |
| MSM | F | -0.88% | |
| BRKR | F | -0.86% | |
| DOX | F | -0.82% | |
| RICK | F | -0.81% | |
| ADC | B | -0.81% | |
| HIFS | C | -0.79% | |
| FELE | D | -0.76% | |
| VAC | C | -0.73% | |
| WASH | C | -0.72% | |
| APLE | F | -0.7% | |
| NSA | D | -0.67% | |
| FCPT | C | -0.63% | |
| AUDC | D | -0.42% | |
| CHCT | F | -0.41% |
UTRN: Top Represented Industries & Keywords
OSCV: Top Represented Industries & Keywords
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