UTRN vs. IYR ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to iShares U.S. Real Estate ETF (IYR)
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
$31.89
Average Daily Volume
1,635
25
IYR
iShares U.S. Real Estate ETF
IYR Description
The investment seeks to track the investment results of an index composed of U.S. equities in the real estate sector. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the Dow Jones U.S. Real Estate Index (the "underlying index"), which measures the performance of the real estate sector of the U.S. equity market. The underlying index may include large-, mid- or small-capitalization companies, and components primarily include real estate investment trusts ("REITs").Grade (RS Rating)
Last Trade
$100.36
Average Daily Volume
5,386,246
64
Performance
| Period | UTRN | IYR |
|---|---|---|
| 30 Days | 3.74% | -0.55% |
| 60 Days | 4.98% | -2.05% |
| 90 Days | 9.25% | 1.93% |
| 12 Months | 40.39% | 25.16% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in IYR | Overlap | |
|---|---|---|---|---|---|
| O | D | 3.98% | 3.69% | 3.69% |
UTRN Overweight 24 Positions Relative to IYR
| Symbol | Grade | Weight | |
|---|---|---|---|
| DXCM | D | 4.32% | |
| ATO | A | 4.2% | |
| DGX | A | 4.15% | |
| LYV | A | 4.09% | |
| LMT | D | 4.07% | |
| AJG | B | 4.05% | |
| TRV | B | 4.04% | |
| TDY | B | 4.03% | |
| CB | C | 4.02% | |
| FTV | C | 4.01% | |
| APD | A | 4.01% | |
| ECL | D | 4.01% | |
| KDP | D | 4.01% | |
| VLTO | D | 4.0% | |
| MMC | B | 4.0% | |
| WFC | A | 3.98% | |
| PAYX | C | 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 63 Positions Relative to IYR
| Symbol | Grade | Weight | |
|---|---|---|---|
| PLD | D | -7.78% | |
| AMT | D | -6.8% | |
| EQIX | A | -6.31% | |
| WELL | A | -4.84% | |
| SPG | B | -4.14% | |
| DLR | B | -4.14% | |
| PSA | D | -3.95% | |
| CCI | D | -3.38% | |
| CBRE | B | -2.94% | |
| EXR | D | -2.61% | |
| IRM | D | -2.52% | |
| VICI | C | -2.48% | |
| AVB | B | -2.44% | |
| CSGP | D | -2.19% | |
| VTR | C | -1.97% | |
| EQR | B | -1.88% | |
| SBAC | D | -1.78% | |
| WY | D | -1.69% | |
| ESS | B | -1.45% | |
| INVH | D | -1.44% | |
| MAA | B | -1.38% | |
| KIM | A | -1.26% | |
| ARE | D | -1.23% | |
| SUI | D | -1.1% | |
| DOC | D | -1.1% | |
| GLPI | C | -1.01% | |
| UDR | B | -1.0% | |
| ELS | C | -0.99% | |
| CPT | B | -0.96% | |
| JLL | D | -0.93% | |
| HST | C | -0.91% | |
| WPC | D | -0.91% | |
| REG | B | -0.9% | |
| AMH | D | -0.89% | |
| BXP | D | -0.86% | |
| LAMR | D | -0.83% | |
| CUBE | D | -0.82% | |
| Z | A | -0.82% | |
| OHI | C | -0.77% | |
| NLY | C | -0.74% | |
| REXR | F | -0.69% | |
| BRX | A | -0.65% | |
| FRT | B | -0.64% | |
| EGP | F | -0.63% | |
| NNN | D | -0.58% | |
| ADC | B | -0.57% | |
| AGNC | D | -0.56% | |
| FR | C | -0.52% | |
| VNO | B | -0.51% | |
| STAG | F | -0.5% | |
| HR | C | -0.48% | |
| STWD | C | -0.46% | |
| COLD | D | -0.43% | |
| RITM | C | -0.42% | |
| CUZ | B | -0.35% | |
| SBRA | C | -0.32% | |
| KRC | C | -0.31% | |
| RYN | D | -0.3% | |
| ZG | A | -0.29% | |
| LINE | F | -0.28% | |
| PCH | D | -0.23% | |
| HHH | B | -0.18% | |
| SEG | B | -0.02% |
UTRN: Top Represented Industries & Keywords
IYR: Top Represented Industries & Keywords
Compare ETFs
