IPDP vs. UTRN ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.
Grade (RS Rating)
Last Trade
$18.49
Average Daily Volume
2,090
49
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
$26.81
Average Daily Volume
1,418
24
Performance
Period | IPDP | UTRN |
---|---|---|
30 Days | 2.03% | 4.66% |
60 Days | 1.40% | 2.17% |
90 Days | 5.79% | 7.63% |
12 Months | 20.76% | 9.79% |
IPDP Overweight 45 Positions Relative to UTRN
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | B | 2.54% | |
AAPL | B | 2.41% | |
KLAC | B | 2.27% | |
HPQ | C | 2.17% | |
MCK | C | 2.14% | |
MSI | B | 2.13% | |
ABM | B | 2.11% | |
ECL | A | 2.1% | |
HD | C | 2.08% | |
QCOM | C | 2.07% | |
MMC | A | 2.06% | |
APH | B | 2.05% | |
HNI | A | 2.05% | |
CAH | F | 2.04% | |
SYK | C | 2.02% | |
TT | A | 2.02% | |
BRO | B | 2.01% | |
CSX | C | 1.99% | |
BRC | C | 1.99% | |
CSCO | D | 1.97% | |
ABT | D | 1.97% | |
TROW | B | 1.97% | |
AMP | B | 1.97% | |
ACN | D | 1.97% | |
HIG | C | 1.96% | |
RGA | A | 1.96% | |
ELV | C | 1.95% | |
MRK | C | 1.94% | |
AOS | C | 1.93% | |
SEIC | C | 1.93% | |
AIT | C | 1.92% | |
JNJ | D | 1.92% | |
ETN | C | 1.92% | |
UPS | F | 1.91% | |
TRV | D | 1.91% | |
UNH | D | 1.9% | |
DCI | D | 1.9% | |
DOV | C | 1.9% | |
APOG | D | 1.87% | |
ADP | F | 1.86% | |
IEX | D | 1.82% | |
GPC | D | 1.8% | |
NSP | F | 1.75% | |
WTS | D | 1.69% | |
LECO | F | 1.66% |
IPDP Underweight 20 Positions Relative to UTRN
IPDP: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords