UTRN vs. IVEG ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to iShares Emergent Food and AgTech Multisector ETF (IVEG)
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
$26.81
Average Daily Volume
1,418
24
IVEG
iShares Emergent Food and AgTech Multisector ETF
IVEG Description
The fund invests at least 80% of its assets in the securities of its index and in investments that have economic characteristics that are substantially identical to the securities of its index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the index. It is non-diversified.Grade (RS Rating)
Last Trade
$18.80
Average Daily Volume
850
19
Performance
Period | UTRN | IVEG |
---|---|---|
30 Days | 4.66% | -1.60% |
60 Days | 2.17% | -5.23% |
90 Days | 7.63% | -1.66% |
12 Months | 9.79% | -3.40% |
1 Overlapping Holdings
Symbol | Grade | Weight in UTRN | Weight in IVEG | Overlap | |
---|---|---|---|---|---|
WAT | D | 4.0% | 3.93% | 3.93% |
UTRN Overweight 23 Positions Relative to IVEG
UTRN: Top Represented Industries & Keywords
IVEG: Top Represented Industries & Keywords