UTRN vs. EDOW ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to First Trust Dow 30 Equal Weight ETF (EDOW)
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
$30.57
Average Daily Volume
1,563
25
EDOW
First Trust Dow 30 Equal Weight ETF
EDOW Description
The investment seeks investment results that correspond generally to the price and yield of an equity index called the Dow Jones Industrial Average Equal Weight Index. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the common stocks that comprise the index. The index is the equal weight version of the Dow Jones Industrial Average (the DJIA). The DJIA is composed of 30 securities issued by blue-chip U.S. companies covering all industries, with the exception of transportation and utilities.Grade (RS Rating)
Last Trade
$35.51
Average Daily Volume
20,428
30
Performance
Period | UTRN | EDOW |
---|---|---|
30 Days | 0.74% | -0.68% |
60 Days | 3.86% | 0.59% |
90 Days | 10.29% | 5.77% |
12 Months | 39.44% | 22.01% |
0 Overlapping Holdings
Symbol | Grade | Weight in UTRN | Weight in EDOW | Overlap |
---|
UTRN Overweight 25 Positions Relative to EDOW
Symbol | Grade | Weight | |
---|---|---|---|
TYL | A | 4.2% | |
STE | D | 4.11% | |
HUBB | B | 4.05% | |
ROK | B | 4.04% | |
CTLT | D | 4.03% | |
JCI | B | 4.02% | |
NWSA | A | 4.02% | |
AMCR | D | 4.02% | |
CMI | B | 4.02% | |
NWS | A | 4.02% | |
MET | C | 4.01% | |
ACGL | F | 4.0% | |
EMN | C | 4.0% | |
AME | A | 4.0% | |
XOM | C | 3.99% | |
TT | C | 3.98% | |
ITW | A | 3.98% | |
FTV | F | 3.98% | |
IR | C | 3.98% | |
IEX | A | 3.97% | |
WM | A | 3.95% | |
IFF | D | 3.95% | |
RSG | D | 3.95% | |
ZBRA | A | 3.94% | |
CARR | D | 3.64% |
UTRN Underweight 30 Positions Relative to EDOW
Symbol | Grade | Weight | |
---|---|---|---|
CRM | A | -3.84% | |
INTC | C | -3.81% | |
CAT | B | -3.67% | |
CSCO | B | -3.66% | |
GS | B | -3.58% | |
JPM | A | -3.57% | |
DIS | C | -3.47% | |
CVX | A | -3.45% | |
AAPL | C | -3.43% | |
TRV | B | -3.42% | |
AXP | A | -3.41% | |
HD | B | -3.4% | |
AMZN | A | -3.35% | |
WMT | A | -3.31% | |
HON | B | -3.3% | |
MSFT | D | -3.28% | |
MCD | C | -3.25% | |
NKE | F | -3.24% | |
DOW | F | -3.23% | |
V | A | -3.21% | |
IBM | C | -3.2% | |
BA | F | -3.19% | |
MMM | D | -3.17% | |
JNJ | D | -3.16% | |
PG | D | -3.14% | |
AMGN | C | -3.11% | |
UNH | C | -3.09% | |
VZ | D | -3.04% | |
KO | D | -3.0% | |
MRK | F | -2.93% |
UTRN: Top Represented Industries & Keywords
EDOW: Top Represented Industries & Keywords