UTRN vs. JGRW ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Trust for Professional Managers Jensen Quality Growth ETF (JGRW)
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
JGRW
Trust for Professional Managers Jensen Quality Growth ETF
JGRW Description
To achieve the fund"s investment objective of long-term capital appreciation, the fund invests in equity securities of approximately 25 to 30 companies Under normal circumstances, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies meeting the criteria for quality and growth as determined by the fund's investment adviser,. The fund is non-diversified.Grade (RS Rating)
Last Trade
$26.41
Average Daily Volume
37,850
28
Performance
Period | UTRN | JGRW |
---|---|---|
30 Days | -1.30% | -0.76% |
60 Days | 2.41% | -0.02% |
90 Days | 8.64% | 2.25% |
12 Months | 37.18% |
1 Overlapping Holdings
Symbol | Grade | Weight in UTRN | Weight in JGRW | Overlap | |
---|---|---|---|---|---|
MMC | C | 4.0% | 5.92% | 4.0% |
UTRN Overweight 24 Positions Relative to JGRW
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% | |
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 27 Positions Relative to JGRW
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -7.26% | |
AAPL | C | -7.03% | |
ACN | C | -7.03% | |
SYK | A | -5.75% | |
GOOGL | B | -5.7% | |
INTU | A | -5.65% | |
ADP | B | -4.39% | |
MA | A | -4.34% | |
UNH | B | -3.84% | |
PEP | F | -3.49% | |
TXN | C | -3.47% | |
ZTS | D | -3.23% | |
BR | A | -3.08% | |
KLAC | F | -3.04% | |
WM | B | -2.81% | |
EFX | F | -2.71% | |
PG | C | -2.5% | |
JNJ | D | -2.45% | |
NKE | D | -2.2% | |
VRSK | B | -1.9% | |
APH | B | -1.86% | |
SHW | B | -1.73% | |
CPRT | A | -1.66% | |
HD | A | -1.62% | |
MCD | D | -1.56% | |
BALL | D | -1.26% | |
SBUX | A | -1.1% |
UTRN: Top Represented Industries & Keywords
JGRW: Top Represented Industries & Keywords