KBWB vs. UTRN ETF Comparison
Comparison of PowerShares KBW Bank Portfolio ETF (KBWB) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
KBWB
PowerShares KBW Bank Portfolio ETF
KBWB Description
The PowerShares KBW Bank Portfolio (Fund) is based on the KBW Bank Index (Index). The Fund will normally invest at least 90% of its total assets in securities that comprise the Underlying Index. The Index is a float adjusted modified-market capitalization-weighted index that seeks to reflect the performance of companies that do business as banks or thrifts that are publicly-traded in the US. The Index is compiled, maintained and calculated by Keefe, Bruyette & Woods, Inc. and is composed of approximately 24 companies representing leading national money centers and regional banks or thrifts. The Fund and the Index are rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$70.61
Average Daily Volume
995,867
24
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
$31.89
Average Daily Volume
1,635
25
Performance
| Period | KBWB | UTRN |
|---|---|---|
| 30 Days | 13.27% | 3.74% |
| 60 Days | 20.78% | 4.98% |
| 90 Days | 21.74% | 9.25% |
| 12 Months | 71.96% | 40.39% |
0 Overlapping Holdings
| Symbol | Grade | Weight in KBWB | Weight in UTRN | Overlap |
|---|
KBWB Overweight 24 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| MS | A | 8.9% | |
| WFC | A | 8.73% | |
| GS | A | 7.94% | |
| BAC | A | 7.9% | |
| JPM | A | 7.51% | |
| MTB | A | 4.3% | |
| COF | B | 4.29% | |
| BK | A | 3.97% | |
| PNC | B | 3.85% | |
| C | A | 3.8% | |
| STT | A | 3.8% | |
| FITB | A | 3.78% | |
| HBAN | A | 3.78% | |
| USB | A | 3.69% | |
| TFC | A | 3.63% | |
| RF | A | 3.52% | |
| NTRS | A | 3.21% | |
| CFG | B | 3.05% | |
| KEY | B | 2.65% | |
| EWBC | A | 2.1% | |
| FHN | A | 1.59% | |
| WAL | B | 1.44% | |
| CMA | A | 1.32% | |
| ZION | B | 1.28% |
KBWB Underweight 25 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| IP | B | -4.22% | |
| VZ | C | -4.16% | |
| PKG | A | -4.13% | |
| IBM | C | -4.11% | |
| CVX | A | -4.11% | |
| LVS | C | -4.07% | |
| SWKS | F | -4.05% | |
| KO | D | -4.04% | |
| JNJ | D | -4.03% | |
| K | A | -4.02% | |
| CTLT | B | -4.02% | |
| HRL | D | -4.02% | |
| XOM | B | -3.99% | |
| AJG | B | -3.99% | |
| TROW | B | -3.99% | |
| LIN | D | -3.98% | |
| UPS | C | -3.98% | |
| BMY | B | -3.98% | |
| ON | D | -3.97% | |
| IPG | D | -3.91% | |
| KHC | F | -3.88% | |
| OMC | C | -3.87% | |
| TMO | F | -3.81% | |
| BIIB | F | -3.78% | |
| JNPR | F | -3.76% |
KBWB: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
Compare ETFs
