UTRN vs. DVOL ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to First Trust Dorsey Wright Momentum & Low Volatility ETF (DVOL)
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
$26.15
Average Daily Volume
893
24
DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL Description
The investment seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an index called the Dorsey Wright Momentum Plus Low Volatility Index (the "index"). Under normal conditions, the fund will invest at least 90% of its net assets (including investment borrowings) in the equity securities that comprise the index. The index is a rules-based equity index designed to track the overall performance of the 50 stocks comprising the NASDAQ US Large Mid Index that exhibit the lowest levels of volatility while still maintaining high levels of "relative strength." The fund is non-diversified.Grade (RS Rating)
Last Trade
$30.30
Average Daily Volume
2,807
48
Performance
| Period | UTRN | DVOL |
|---|---|---|
| 30 Days | 2.42% | 0.87% |
| 60 Days | 2.83% | 3.00% |
| 90 Days | 3.09% | 1.53% |
| 12 Months | 9.35% | 15.87% |
UTRN Underweight 43 Positions Relative to DVOL
| Symbol | Grade | Weight | |
|---|---|---|---|
| RSG | A | -3.4% | |
| WMT | A | -3.4% | |
| TJX | B | -3.29% | |
| MMC | A | -3.11% | |
| APH | B | -3.08% | |
| MSI | B | -2.95% | |
| V | D | -2.94% | |
| COST | A | -2.84% | |
| AJG | A | -2.82% | |
| JPM | A | -2.71% | |
| CW | B | -2.69% | |
| OTIS | B | -2.64% | |
| AME | D | -2.61% | |
| MA | D | -2.61% | |
| ORI | C | -2.61% | |
| WAB | D | -2.48% | |
| ITW | D | -2.38% | |
| TRV | D | -2.37% | |
| MCK | B | -2.15% | |
| NDSN | D | -2.15% | |
| IBM | B | -2.0% | |
| DRI | D | -1.98% | |
| AFL | B | -1.77% | |
| ORLY | C | -1.77% | |
| HLT | A | -1.75% | |
| PTC | B | -1.72% | |
| PRI | C | -1.55% | |
| RGA | B | -1.52% | |
| REGN | B | -1.46% | |
| CAH | D | -1.38% | |
| CHE | D | -1.35% | |
| AIG | C | -1.35% | |
| GRMN | C | -1.35% | |
| TDG | D | -1.35% | |
| HWM | C | -1.16% | |
| ENSG | A | -1.12% | |
| WELL | A | -1.12% | |
| CPRT | C | -1.1% | |
| KR | C | -1.07% | |
| VMC | D | -1.01% | |
| OKE | A | -0.99% | |
| AOS | D | -0.97% | |
| PKG | C | -0.9% |
UTRN: Top Represented Industries & Keywords
DVOL: Top Represented Industries & Keywords
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