UTRN vs. HELX ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Franklin Genomic Advancements ETF (HELX)
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
HELX
Franklin Genomic Advancements ETF
HELX Description
Seeks capital appreciation by investing in innovative companies related to genomic-based technologies designed to enhance the quality of life. Provides access to companies benefitting from or facilitating the use of new research including DNA sequencing, gene editing and personalized medicine Uses bottom-up fundamental research conducted by dedicated, industry-specific analysts to identify disruptive business models at the right stage for investment Actively managed by a seasoned portfolio management team that is based in Silicon Valley and has a long history of investing in the craft of innovationGrade (RS Rating)
Last Trade
$28.55
Average Daily Volume
2,269
53
Performance
| Period | UTRN | HELX |
|---|---|---|
| 30 Days | -1.30% | -11.42% |
| 60 Days | 2.41% | -13.85% |
| 90 Days | 8.64% | -13.36% |
| 12 Months | 37.18% | 5.29% |
0 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in HELX | Overlap |
|---|
UTRN Overweight 25 Positions Relative to HELX
| 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 53 Positions Relative to HELX
| Symbol | Grade | Weight | |
|---|---|---|---|
| VRTX | C | -5.94% | |
| KRYS | D | -4.7% | |
| NTRA | B | -4.64% | |
| LLY | F | -4.63% | |
| REGN | F | -4.3% | |
| MEDP | D | -4.07% | |
| TMO | D | -4.01% | |
| DHR | D | -3.99% | |
| UTHR | B | -2.75% | |
| AZN | F | -2.34% | |
| CDNS | B | -2.34% | |
| CTVA | D | -2.29% | |
| CRL | D | -2.23% | |
| BNTX | D | -2.21% | |
| A | D | -2.11% | |
| IONS | F | -2.1% | |
| INSM | D | -2.08% | |
| RVTY | D | -2.01% | |
| ALNY | D | -1.98% | |
| QGEN | D | -1.96% | |
| BRKR | F | -1.94% | |
| SRPT | F | -1.5% | |
| RARE | F | -1.46% | |
| RCKT | F | -1.42% | |
| TWST | F | -1.27% | |
| LGND | B | -1.27% | |
| ICLR | F | -1.25% | |
| EXAS | F | -1.2% | |
| LH | B | -1.15% | |
| IQV | F | -1.08% | |
| RGEN | D | -1.08% | |
| BEAM | D | -1.03% | |
| TECH | D | -1.01% | |
| VYGR | F | -0.99% | |
| AZTA | F | -0.95% | |
| NBIX | D | -0.94% | |
| BBIO | F | -0.91% | |
| RXRX | F | -0.69% | |
| MRNA | F | -0.66% | |
| BIO | C | -0.59% | |
| VCYT | B | -0.56% | |
| DVAX | C | -0.53% | |
| NTLA | F | -0.51% | |
| DOCS | C | -0.51% | |
| CDMO | A | -0.51% | |
| CRSP | D | -0.5% | |
| AVTR | F | -0.46% | |
| BMY | B | -0.36% | |
| CRNX | C | -0.25% | |
| BMRN | F | -0.2% | |
| ARE | D | -0.15% | |
| SLP | F | -0.11% | |
| FDMT | F | -0.1% |
UTRN: Top Represented Industries & Keywords
HELX: Top Represented Industries & Keywords
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