UTRN vs. WBIG ETF Comparison
Comparison of Vesper US Large Cap Short-Term Reversal Strategy ETF (UTRN) to WBI Large Cap Tactical Yield Shares (WBIG)
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
$31.07
Average Daily Volume
613
25
WBIG
WBI Large Cap Tactical Yield Shares
WBIG Description
The investment seeks long-term capital appreciation and the potential for current income, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 80% of its net assets, plus the amount of any borrowings for investment purposes, in the dividend-paying equity securities of large capitalization domestic and foreign companies which WBI Investments, Inc., the sub-advisor to the fund and an affiliate of Millington Securities Inc., the advisor, believes display attractive dividend payment prospects, and up to 20% of its net assets in other tactical investment opportunities.Grade (RS Rating)
Last Trade
$24.76
Average Daily Volume
2,809
39
Performance
| Period | UTRN | WBIG |
|---|---|---|
| 30 Days | -0.77% | -0.19% |
| 60 Days | 1.61% | 2.26% |
| 90 Days | 8.43% | 4.47% |
| 12 Months | 37.52% | 16.06% |
UTRN Overweight 22 Positions Relative to WBIG
UTRN Underweight 36 Positions Relative to WBIG
| Symbol | Grade | Weight | |
|---|---|---|---|
| BMY | B | -4.9% | |
| WRB | A | -4.68% | |
| CHRD | D | -4.66% | |
| F | C | -4.61% | |
| T | A | -4.56% | |
| TROW | A | -4.54% | |
| BDX | F | -4.53% | |
| NEU | D | -3.99% | |
| PR | B | -3.93% | |
| JEPQ | A | -3.75% | |
| UHS | D | -2.12% | |
| AGZD | A | -2.12% | |
| FLTR | A | -2.11% | |
| FALN | A | -2.1% | |
| FTSL | A | -1.93% | |
| STIP | C | -1.52% | |
| UNM | A | -1.45% | |
| GILD | B | -1.43% | |
| TSN | A | -1.39% | |
| MDT | D | -1.27% | |
| RGA | A | -1.25% | |
| CINF | A | -1.24% | |
| HPE | B | -1.2% | |
| CI | D | -1.17% | |
| RTX | D | -1.14% | |
| FANG | C | -1.14% | |
| SYY | B | -1.09% | |
| OKE | A | -0.94% | |
| BKLN | A | -0.9% | |
| MCK | A | -0.72% | |
| V | A | -0.63% | |
| AME | A | -0.62% | |
| AXP | B | -0.59% | |
| BR | A | -0.54% | |
| PH | B | -0.53% | |
| RMD | C | -0.49% |
UTRN: Top Represented Industries & Keywords
WBIG: Top Represented Industries & Keywords
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