UTRN vs. DIVL ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Madison Dividend Value ETF (DIVL)
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
$30.26
Average Daily Volume
1,988
24
DIVL
Madison Dividend Value ETF
DIVL Description
The fund seeks to achieve its investment objective by investing in equity securities of companies with a market capitalization of over $1 billion and a history of paying dividends, with the ability to increase dividends over time. Under normal market conditions, the fund will invest at least 80% of its net assets (including any borrowings for investment purposes) in dividend paying equity securities. The fund may also invest up to 50% of its common stock allocation in foreign securities, including ADRs and emerging market securities.Grade (RS Rating)
Last Trade
$21.77
Average Daily Volume
2,671
10
Performance
| Period | UTRN | DIVL |
|---|---|---|
| 30 Days | 1.60% | 2.12% |
| 60 Days | 11.94% | 8.14% |
| 90 Days | 16.30% | 9.51% |
| 12 Months | 37.36% | 20.34% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in DIVL | Overlap | |
|---|---|---|---|---|---|
| TXN | C | 4.05% | 4.14% | 4.05% |
UTRN Overweight 23 Positions Relative to DIVL
| Symbol | Grade | Weight | |
|---|---|---|---|
| EMR | B | 4.11% | |
| NXPI | F | 4.1% | |
| SWKS | F | 4.09% | |
| MGM | D | 4.07% | |
| IPG | D | 4.05% | |
| SNA | C | 4.02% | |
| UPS | D | 4.01% | |
| ROP | D | 3.99% | |
| L | C | 3.99% | |
| DHI | C | 3.98% | |
| AME | C | 3.97% | |
| BRK.A | B | 3.97% | |
| JNJ | D | 3.96% | |
| MDLZ | D | 3.96% | |
| AEP | C | 3.95% | |
| MSFT | D | 3.95% | |
| VRSK | D | 3.95% | |
| JNPR | C | 3.95% | |
| HSY | D | 3.94% | |
| CPB | D | 3.94% | |
| EVRG | C | 3.94% | |
| CI | D | 3.92% | |
| MAA | D | 3.88% |
UTRN: Top Represented Industries & Keywords
DIVL: Top Represented Industries & Keywords
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