UTRN vs. PBJ ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to PowerShares Dynamic Food & Beverage (PBJ)
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
$25.90
Average Daily Volume
1,000
24
PBJ
PowerShares Dynamic Food & Beverage
PBJ Description
The PowerShares Dynamic Food & Beverage Portfolio (Fund) is based on the Dynamic Food & Beverage IntellidexSM Index (Intellidex Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Intellidex Index is designed to provide capital appreciation by thoroughly evaluating companies based on a variety of investment merit criteria, including: price momentum, earnings momentum, quality, management action, and value. The Underlying Intellidex Index is comprised of common stocks of 30 US food and beverage companies. These are companies that are principally engaged in the manufacture, sale or distribution of sale or distribution of food and beverage products, agricultural products and products related to the development of new food technologies. The Fund and the Index are rebalanced and reconstituted quarterly in February, May, August and November.Grade (RS Rating)
Last Trade
$48.25
Average Daily Volume
20,995
28
Performance
| Period | UTRN | PBJ |
|---|---|---|
| 30 Days | 1.17% | -0.11% |
| 60 Days | 1.13% | 2.79% |
| 90 Days | 6.78% | 7.72% |
| 12 Months | 10.63% | 3.42% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in PBJ | Overlap |
|---|
UTRN Overweight 24 Positions Relative to PBJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | B | 4.14% | |
| CNC | C | 4.1% | |
| WDAY | F | 4.06% | |
| ARES | B | 4.06% | |
| NKE | D | 4.06% | |
| CTSH | D | 4.03% | |
| DOX | D | 4.02% | |
| TGT | D | 4.02% | |
| MCO | C | 4.02% | |
| BRK.A | D | 4.01% | |
| EPAM | D | 4.01% | |
| WFC | B | 4.01% | |
| BRO | C | 4.0% | |
| JBHT | D | 4.0% | |
| NVR | C | 4.0% | |
| ACN | D | 3.99% | |
| MA | D | 3.99% | |
| CME | D | 3.98% | |
| BSX | A | 3.98% | |
| EQIX | F | 3.96% | |
| PGR | A | 3.94% | |
| ICE | D | 3.92% | |
| ALL | B | 3.92% | |
| AME | D | 3.73% |
UTRN Underweight 28 Positions Relative to PBJ
| Symbol | Grade | Weight | |
|---|---|---|---|
| KR | B | -5.41% | |
| PEP | B | -4.9% | |
| STZ | D | -4.88% | |
| KHC | C | -4.86% | |
| DASH | D | -4.66% | |
| MDLZ | B | -4.54% | |
| MNST | D | -4.54% | |
| SYY | D | -4.42% | |
| KLG | A | -4.1% | |
| SFM | A | -3.49% | |
| WING | A | -3.02% | |
| TSN | B | -2.9% | |
| DOLE | B | -2.86% | |
| BG | B | -2.84% | |
| FDP | D | -2.8% | |
| AGRO | B | -2.78% | |
| SHAK | B | -2.76% | |
| ANDE | B | -2.7% | |
| BRBR | C | -2.69% | |
| USFD | C | -2.63% | |
| COKE | B | -2.58% | |
| NOMD | D | -2.56% | |
| GO | F | -2.55% | |
| CALM | D | -2.53% | |
| SEB | C | -2.48% | |
| TAP | F | -2.37% | |
| PFGC | D | -2.35% | |
| SAM | F | -2.06% |
UTRN: Top Represented Industries & Keywords
PBJ: Top Represented Industries & Keywords
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