UTRN vs. KNGZ ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to First Trust S&P 500 Diversified Dividend Aristocrats ETF (KNGZ)
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
KNGZ
First Trust S&P 500 Diversified Dividend Aristocrats ETF
KNGZ Description
The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the securities that comprise the index. According to the index provider to the new index, the new index measures the performance of companies within the S&P 500 Index that have demonstrated stable or increasing dividend per share amounts.Grade (RS Rating)
Last Trade
$34.72
Average Daily Volume
7,335
95
Performance
| Period | UTRN | KNGZ |
|---|---|---|
| 30 Days | 3.74% | 1.79% |
| 60 Days | 4.98% | 2.01% |
| 90 Days | 9.25% | 4.31% |
| 12 Months | 40.39% | 25.92% |
12 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in KNGZ | Overlap | |
|---|---|---|---|---|---|
| BMY | B | 3.98% | 1.88% | 1.88% | |
| CVX | A | 4.11% | 0.84% | 0.84% | |
| HRL | D | 4.02% | 0.71% | 0.71% | |
| IBM | C | 4.11% | 3.78% | 3.78% | |
| IPG | D | 3.91% | 2.25% | 2.25% | |
| JNJ | D | 4.03% | 1.07% | 1.07% | |
| K | A | 4.02% | 0.57% | 0.57% | |
| OMC | C | 3.87% | 1.52% | 1.52% | |
| TROW | B | 3.99% | 1.55% | 1.55% | |
| UPS | C | 3.98% | 1.1% | 1.1% | |
| VZ | C | 4.16% | 3.38% | 3.38% | |
| XOM | B | 3.99% | 0.59% | 0.59% |
UTRN Underweight 83 Positions Relative to KNGZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| HPQ | B | -3.92% | |
| HPE | B | -3.5% | |
| GLW | B | -3.11% | |
| TXN | C | -3.1% | |
| MCHP | D | -2.44% | |
| QCOM | F | -2.27% | |
| BEN | C | -2.13% | |
| ACN | C | -2.04% | |
| ADI | D | -1.83% | |
| CMCSA | B | -1.71% | |
| HAS | D | -1.62% | |
| CVS | D | -1.58% | |
| BBY | D | -1.5% | |
| PRU | A | -1.4% | |
| GPC | D | -1.39% | |
| APH | A | -1.31% | |
| NTRS | A | -1.14% | |
| MTB | A | -1.09% | |
| MDT | D | -1.07% | |
| ABBV | D | -1.05% | |
| PFG | D | -1.02% | |
| HD | A | -1.01% | |
| MCD | D | -0.99% | |
| GRMN | B | -0.98% | |
| MRK | F | -0.94% | |
| MSFT | F | -0.92% | |
| OKE | A | -0.92% | |
| PM | B | -0.89% | |
| KLAC | D | -0.87% | |
| CINF | A | -0.86% | |
| MET | A | -0.86% | |
| CAG | D | -0.81% | |
| KVUE | A | -0.76% | |
| DGX | A | -0.74% | |
| CAH | B | -0.74% | |
| LOW | D | -0.74% | |
| TSN | B | -0.72% | |
| PAYX | C | -0.72% | |
| BLK | C | -0.72% | |
| NKE | D | -0.71% | |
| CTRA | B | -0.71% | |
| ABT | B | -0.71% | |
| KMB | D | -0.7% | |
| SNA | A | -0.69% | |
| EG | C | -0.66% | |
| CME | A | -0.66% | |
| CI | F | -0.62% | |
| SWK | D | -0.62% | |
| GIS | D | -0.62% | |
| CMI | A | -0.61% | |
| ITW | B | -0.59% | |
| TRV | B | -0.59% | |
| AMCR | D | -0.59% | |
| AFL | B | -0.58% | |
| FAST | B | -0.58% | |
| EOG | A | -0.57% | |
| CHRW | C | -0.56% | |
| UNH | C | -0.56% | |
| UNP | C | -0.55% | |
| BDX | F | -0.55% | |
| POOL | C | -0.55% | |
| NSC | B | -0.55% | |
| EMR | A | -0.55% | |
| ADP | B | -0.52% | |
| LMT | D | -0.5% | |
| EVRG | A | -0.48% | |
| O | D | -0.48% | |
| LHX | C | -0.48% | |
| FMC | D | -0.47% | |
| LEN | D | -0.46% | |
| PNW | B | -0.46% | |
| ES | D | -0.43% | |
| ETR | B | -0.42% | |
| FRT | B | -0.41% | |
| MAA | B | -0.4% | |
| EMN | D | -0.4% | |
| EIX | B | -0.4% | |
| AEP | D | -0.37% | |
| CF | B | -0.36% | |
| DLR | B | -0.36% | |
| APD | A | -0.35% | |
| ESS | B | -0.35% | |
| AVB | B | -0.32% |
UTRN: Top Represented Industries & Keywords
KNGZ: Top Represented Industries & Keywords
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