FINX vs. UTRN ETF Comparison

Comparison of Global X FinTech Thematic ETF (FINX) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)

FINX

Global X FinTech Thematic ETF

FINX Description

The Global X FinTech Thematic ETF (FINX) seeks to invest in companies on the leading edge of the emerging financial technology sector, which encompasses a range of innovations helping to transform established industries like insurance, investing, fundraising, and third-party lending through unique mobile and digital solutions

Grade (RS Rating)

Last Trade

$33.49

Average Daily Volume

67,274

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$31.70

Average Daily Volume

592

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	FINX	UTRN
30 Days	12.82%	2.75%
60 Days	18.91%	5.09%
90 Days	22.87%	8.59%
12 Months	56.16%	39.55%

0 Overlapping Holdings

	Symbol	Grade	Weight in FINX	Weight in UTRN	Overlap

FINX Overweight 42 Positions Relative to UTRN

Symbol	Grade	Weight
PYPL	B	7.2%
FI	A	7.15%
FIS	C	6.47%
INTU	B	5.35%
SQ	A	5.31%
COIN	C	5.2%
SSNC	B	4.33%
TOST	B	4.08%
XRX	F	3.95%
GWRE	A	3.77%
GPN	B	3.4%
AFRM	A	3.26%
SOFI	B	3.09%
JKHY	D	2.96%
BILL	A	2.14%
HQY	A	1.94%
ACIW	B	1.41%
UPST	B	1.37%
FOUR	A	1.33%
NCNO	C	1.09%
MARA	B	1.08%
PAYO	A	0.88%
ENV	B	0.81%
VIRT	A	0.74%
VERX	A	0.69%
STNE	F	0.65%
FLYW	B	0.61%
RIOT	C	0.57%
LMND	B	0.52%
MLNK	C	0.41%
DLO	C	0.39%
LC	A	0.39%
PAGS	F	0.38%
CIFR	C	0.38%
SPNS	F	0.37%
BLND	A	0.24%
LPRO	B	0.18%
PAY	A	0.16%
CTLP	B	0.15%
IIIV	C	0.14%
TREE	F	0.14%
MITK	C	0.1%

FINX Underweight 25 Positions Relative to UTRN

Symbol	Grade	Weight
DXCM	C	-4.32%
ATO	A	-4.2%
DGX	A	-4.15%
LYV	A	-4.09%
LMT	D	-4.07%
AJG	A	-4.05%
TRV	B	-4.04%
TDY	B	-4.03%
CB	C	-4.02%
FTV	C	-4.01%
APD	A	-4.01%
ECL	D	-4.01%
KDP	F	-4.01%
VLTO	C	-4.0%
MMC	B	-4.0%
O	C	-3.98%
WFC	A	-3.98%
PAYX	B	-3.95%
PSX	C	-3.94%
CVX	A	-3.9%
LVS	B	-3.87%
AIG	B	-3.86%
PPG	F	-3.83%
KHC	F	-3.79%
DOW	F	-3.7%