UTRN vs. UTES ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Reaves Utilities ETF (UTES)
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
UTES
Reaves Utilities ETF
UTES Description
ETFis Series Trust I - Reaves Utilities ETF is an exchange traded fund launched and managed by Virtus ETF Advisers LLC. The fund is co-managed by W. H. Reaves & Co., Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating in the utilities sector. It invests in dividend yielding stocks of companies across all market capitalization. The fund employs fundamental analysis with a bottom-up stock picking approach with a focus on factors such as conservative capital structures, solid balance sheets, history of and/or potential for growing earnings and raising dividends, lower-than-market levels of volatility, correlation or similar characteristics earnings and cash flow potential, dividend prospects and tax treatment of dividends, strength of business franchises and estimates of net asset value to create its portfolio. ETFis Series Trust I - Reaves Utilities ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$54.32
Average Daily Volume
19,547
18
Performance
| Period | UTRN | UTES |
|---|---|---|
| 30 Days | 6.83% | 14.70% |
| 60 Days | 3.99% | 17.44% |
| 90 Days | 9.49% | 24.63% |
| 12 Months | 11.41% | 23.21% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in UTES | Overlap |
|---|
UTRN Overweight 24 Positions Relative to UTES
| Symbol | Grade | Weight | |
|---|---|---|---|
| FIS | A | 4.3% | |
| MCO | B | 4.13% | |
| EPAM | F | 4.09% | |
| CNC | B | 4.08% | |
| ARES | A | 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 | A | 4.0% | |
| BRO | A | 3.99% | |
| BRK.A | C | 3.97% | |
| PGR | C | 3.97% | |
| JBHT | F | 3.97% | |
| CME | D | 3.96% | |
| NVR | C | 3.95% | |
| TGT | D | 3.95% | |
| WDAY | F | 3.93% | |
| BSX | A | 3.92% | |
| ALL | D | 3.85% | |
| EQIX | D | 3.83% | |
| AME | D | 3.77% |
UTRN: Top Represented Industries & Keywords
UTES: Top Represented Industries & Keywords
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