UTRN vs. NBCC ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to Neuberger Berman Next Generation Connected Consumer ETF (NBCC)
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
NBCC
Neuberger Berman Next Generation Connected Consumer ETF
NBCC Description
Neuberger Berman Next Generation Connected Consumer ETF is an exchange traded fund launched and managed by Neuberger Berman Investment Advisers LLC. It invests in public equity markets of global region. The fund invests in stocks of companies operating across diversified sectors. It invests in growth and value stocks of companies across diversified market capitalization. It invests in stocks of companies that are deemed socially conscious in their business dealings and directly promote environmental responsibility. It employs fundamental analysis with bottom-up stock picking approach to create its portfolio. Neuberger Berman Next Generation Connected Consumer ETF is domiciled in the United States.Grade (RS Rating)
Last Trade
$24.93
Average Daily Volume
278
24
Performance
| Period | UTRN | NBCC |
|---|---|---|
| 30 Days | 3.74% | 3.50% |
| 60 Days | 4.98% | 5.83% |
| 90 Days | 9.25% | 6.59% |
| 12 Months | 40.39% | 19.01% |
1 Overlapping Holdings
| Symbol | Grade | Weight in UTRN | Weight in NBCC | Overlap | |
|---|---|---|---|---|---|
| LVS | C | 4.07% | 3.6% | 3.6% |
UTRN Overweight 24 Positions Relative to NBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| IP | B | 4.22% | |
| VZ | C | 4.16% | |
| PKG | A | 4.13% | |
| IBM | C | 4.11% | |
| CVX | A | 4.11% | |
| SWKS | F | 4.05% | |
| KO | D | 4.04% | |
| JNJ | D | 4.03% | |
| K | A | 4.02% | |
| CTLT | B | 4.02% | |
| HRL | D | 4.02% | |
| XOM | B | 3.99% | |
| AJG | B | 3.99% | |
| TROW | B | 3.99% | |
| LIN | D | 3.98% | |
| UPS | C | 3.98% | |
| BMY | B | 3.98% | |
| ON | D | 3.97% | |
| IPG | D | 3.91% | |
| KHC | F | 3.88% | |
| OMC | C | 3.87% | |
| TMO | F | 3.81% | |
| BIIB | F | 3.78% | |
| JNPR | F | 3.76% |
UTRN Underweight 23 Positions Relative to NBCC
| Symbol | Grade | Weight | |
|---|---|---|---|
| SPOT | B | -5.75% | |
| DKNG | B | -5.14% | |
| CCL | B | -4.84% | |
| PM | B | -4.72% | |
| WIX | B | -4.35% | |
| TMUS | B | -4.32% | |
| MCD | D | -3.9% | |
| ULTA | F | -3.84% | |
| HD | A | -3.81% | |
| ALL | A | -3.77% | |
| TJX | A | -3.09% | |
| GOOG | C | -2.98% | |
| WRBY | B | -2.96% | |
| UL | D | -2.71% | |
| MTCH | D | -2.68% | |
| NFLX | A | -2.56% | |
| KDP | D | -2.53% | |
| NKE | D | -2.51% | |
| GE | D | -2.04% | |
| DLTR | F | -1.73% | |
| WMT | A | -1.4% | |
| CMG | B | -0.95% | |
| PSMT | C | -0.94% |
UTRN: Top Represented Industries & Keywords
NBCC: Top Represented Industries & Keywords
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