UTRN vs. SIMS ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to SPDR S&P Kensho Intelligent Structures ETF (SIMS)
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
$26.48
Average Daily Volume
850
24
SIMS
SPDR S&P Kensho Intelligent Structures ETF
SIMS Description
The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P Kensho Intelligent Infrastructure Index. Under normal market conditions, the fund generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index is comprised of U.S.-listed equity securities (including depositary receipts) of companies domiciled across developed and emerging markets worldwide which are included in the Intelligent Infrastructure sector as determined by a classification standard produced by the index provider. The fund is non-diversified.Grade (RS Rating)
Last Trade
$35.06
Average Daily Volume
5,344
43
Performance
| Period | UTRN | SIMS |
|---|---|---|
| 30 Days | 6.83% | 10.14% |
| 60 Days | 3.99% | 5.56% |
| 90 Days | 9.49% | 3.07% |
| 12 Months | 11.41% | 6.39% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in SIMS | Overlap | |
|---|---|---|---|---|---|
| AME | D | 3.77% | 1.67% | 1.67% |
UTRN Overweight 23 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | A | 4.3% | |
| MCO | A | 4.13% | |
| EPAM | F | 4.09% | |
| CNC | B | 4.08% | |
| ARES | B | 4.07% | |
| ACN | F | 4.04% | |
| DOX | F | 4.02% | |
| ICE | B | 4.02% | |
| MA | D | 4.01% | |
| NKE | F | 4.01% | |
| CTSH | F | 4.01% | |
| WFC | C | 4.0% | |
| BRO | A | 3.99% | |
| BRK.A | B | 3.97% | |
| PGR | C | 3.97% | |
| JBHT | F | 3.97% | |
| CME | C | 3.96% | |
| NVR | D | 3.95% | |
| TGT | D | 3.95% | |
| WDAY | D | 3.93% | |
| BSX | A | 3.92% | |
| ALL | C | 3.85% | |
| EQIX | D | 3.83% |
UTRN Underweight 42 Positions Relative to SIMS
| Symbol | Grade | Weight | |
|---|---|---|---|
| ITRI | B | -3.68% | |
| AYI | C | -3.4% | |
| XYL | A | -3.22% | |
| TTEK | A | -3.16% | |
| BMI | B | -3.11% | |
| REZI | C | -3.09% | |
| PNR | B | -3.01% | |
| CARR | B | -2.95% | |
| ALRM | D | -2.93% | |
| JCI | B | -2.92% | |
| PSN | D | -2.92% | |
| SLAB | D | -2.82% | |
| ADTN | D | -2.79% | |
| GNRC | C | -2.79% | |
| AY | B | -2.64% | |
| BLNK | C | -2.54% | |
| CNM | B | -2.48% | |
| HON | B | -2.47% | |
| DOOR | A | -2.26% | |
| QCOM | B | -2.25% | |
| MWA | B | -2.19% | |
| CHPT | D | -2.17% | |
| BE | C | -2.11% | |
| GTLS | C | -2.05% | |
| EMR | B | -2.02% | |
| ERII | F | -1.86% | |
| TEL | B | -1.76% | |
| BP | D | -1.69% | |
| LOGI | C | -1.6% | |
| ON | D | -1.54% | |
| ROP | C | -1.51% | |
| BIDU | D | -1.49% | |
| NVEE | F | -1.46% | |
| STM | F | -1.37% | |
| SHLS | F | -1.25% | |
| STEM | F | -1.06% | |
| CWCO | D | -1.06% | |
| ROKU | F | -0.94% | |
| MVIS | F | -0.5% | |
| REKR | F | -0.4% | |
| WBX | D | -0.26% | |
| LUNA | F | -0.11% |
UTRN: Top Represented Industries & Keywords
SIMS: Top Represented Industries & Keywords
Compare ETFs
