UTRN vs. BCHP ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Principal Focused Blue Chip ETF (BCHP)
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
$30.95
Average Daily Volume
640
25
BCHP
Principal Focused Blue Chip ETF
BCHP Description
Under normal circumstances, the fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of companies with large market capitalizations at the time of purchase that, in the opinion of Principal Global Investors, LLC ("PGI"), the fund"s investment advisor, display characteristics of a "blue chip" company. Blue chip companies are firms that, in PGI"s view, are well established in their industries and have the potential for growth of capital and an expectation for above-average earnings. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.86
Average Daily Volume
5,743
22
Performance
| Period | UTRN | BCHP |
|---|---|---|
| 30 Days | -1.30% | 2.03% |
| 60 Days | 2.41% | 3.39% |
| 90 Days | 8.64% | 6.49% |
| 12 Months | 37.18% | 25.56% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in BCHP | Overlap |
|---|
UTRN Overweight 25 Positions Relative to BCHP
| 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 | A | 4.04% | |
| TDY | B | 4.03% | |
| CB | C | 4.02% | |
| FTV | D | 4.01% | |
| APD | A | 4.01% | |
| ECL | D | 4.01% | |
| KDP | D | 4.01% | |
| VLTO | D | 4.0% | |
| MMC | C | 4.0% | |
| O | D | 3.98% | |
| WFC | A | 3.98% | |
| PAYX | B | 3.95% | |
| PSX | C | 3.94% | |
| CVX | A | 3.9% | |
| LVS | C | 3.87% | |
| AIG | B | 3.86% | |
| PPG | F | 3.83% | |
| KHC | F | 3.79% | |
| DOW | F | 3.7% |
UTRN Underweight 22 Positions Relative to BCHP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSFT | D | -13.49% | |
| AMZN | B | -11.66% | |
| GOOG | B | -11.03% | |
| MA | A | -7.07% | |
| TDG | D | -4.9% | |
| PGR | B | -4.88% | |
| V | A | -4.79% | |
| DHR | D | -4.47% | |
| INTU | A | -3.69% | |
| ADBE | F | -3.24% | |
| NFLX | A | -3.18% | |
| HLT | A | -3.0% | |
| CSGP | F | -2.67% | |
| ROP | C | -2.57% | |
| ORLY | A | -2.39% | |
| ZTS | D | -2.35% | |
| TMO | D | -2.27% | |
| SCHW | A | -2.13% | |
| CPRT | A | -2.07% | |
| CDNS | B | -1.91% | |
| AMT | D | -1.0% | |
| APH | B | -0.0% |
UTRN: Top Represented Industries & Keywords
BCHP: Top Represented Industries & Keywords
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