REZ vs. UTRN ETF Comparison
Comparison of iShares Residential Real Estate Capped ETF (REZ) to Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN)
REZ
iShares Residential Real Estate Capped ETF
REZ Description
The investment seeks to track the investment results of an index composed of U.S. residential, healthcare and self-storage real estate equities. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. The underlying index measures the performance of the residential, healthcare and self-storage real estate sectors of the U.S. equity market. Components primarily include real estate investment trusts ("REITs"). The fund is non-diversified.
Grade (RS Rating)
Last Trade
$87.17
Average Daily Volume
142,988
39
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
$30.34
Average Daily Volume
1,991
24
Performance
| Period | REZ | UTRN |
|---|---|---|
| 30 Days | 0.89% | 3.09% |
| 60 Days | 7.59% | 9.47% |
| 90 Days | 14.81% | 16.03% |
| 12 Months | 40.47% | 37.87% |
1 Overlapping Holdings
| Symbol | Grade | Weight in REZ | Weight in UTRN | Overlap | |
|---|---|---|---|---|---|
| MAA | C | 4.02% | 3.88% | 3.88% |
REZ Overweight 38 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| WELL | C | 14.82% | |
| PSA | C | 11.03% | |
| EXR | C | 7.34% | |
| AVB | C | 6.29% | |
| EQR | C | 5.48% | |
| ARE | D | 4.58% | |
| VTR | C | 4.43% | |
| INVH | D | 4.3% | |
| ESS | C | 4.07% | |
| SUI | D | 3.65% | |
| DOC | C | 3.38% | |
| UDR | C | 3.21% | |
| ELS | D | 2.86% | |
| AMH | D | 2.84% | |
| CPT | C | 2.78% | |
| CUBE | C | 2.57% | |
| OHI | C | 2.15% | |
| HR | D | 1.47% | |
| IRT | C | 1.0% | |
| SBRA | C | 0.93% | |
| CTRE | B | 0.93% | |
| MPW | C | 0.77% | |
| NHI | C | 0.74% | |
| NSA | C | 0.71% | |
| AHR | C | 0.44% | |
| ELME | C | 0.33% | |
| LTC | D | 0.33% | |
| SILA | C | 0.32% | |
| VRE | C | 0.3% | |
| AIV | C | 0.28% | |
| UMH | C | 0.27% | |
| CSR | D | 0.24% | |
| NXRT | D | 0.22% | |
| DHC | B | 0.18% | |
| UHT | C | 0.13% | |
| GMRE | C | 0.13% | |
| CHCT | F | 0.1% | |
| BRT | D | 0.04% |
REZ Underweight 23 Positions Relative to UTRN
| Symbol | Grade | Weight | |
|---|---|---|---|
| EMR | B | -4.11% | |
| NXPI | F | -4.1% | |
| SWKS | F | -4.09% | |
| MGM | D | -4.07% | |
| TXN | C | -4.05% | |
| IPG | C | -4.05% | |
| SNA | A | -4.02% | |
| UPS | D | -4.01% | |
| ROP | C | -3.99% | |
| L | D | -3.99% | |
| DHI | C | -3.98% | |
| AME | D | -3.97% | |
| BRK.A | C | -3.97% | |
| JNJ | D | -3.96% | |
| MDLZ | C | -3.96% | |
| AEP | C | -3.95% | |
| MSFT | D | -3.95% | |
| VRSK | D | -3.95% | |
| JNPR | B | -3.95% | |
| HSY | D | -3.94% | |
| CPB | D | -3.94% | |
| EVRG | C | -3.94% | |
| CI | D | -3.92% |
REZ: Top Represented Industries & Keywords
UTRN: Top Represented Industries & Keywords
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