UTRN vs. BKLC
Compare and contrast key facts about Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and BNY Mellon US Large Cap Core Equity ETF (BKLC).
UTRN and BKLC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UTRN is a passively managed fund by Exchange Traded Concepts that tracks the performance of the Vesper US Large Cap Short-Term Reversal Index. It was launched on Sep 21, 2018. BKLC is a passively managed fund by The Bank of New York Mellon Corp. that tracks the performance of the Morningstar US Large Cap Index. It was launched on Apr 9, 2020. Both UTRN and BKLC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UTRN or BKLC.
Correlation
The correlation between UTRN and BKLC is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UTRN vs. BKLC - Performance Comparison
Key characteristics
UTRN:
2.04
BKLC:
1.79
UTRN:
2.82
BKLC:
2.42
UTRN:
1.37
BKLC:
1.33
UTRN:
1.48
BKLC:
2.76
UTRN:
9.78
BKLC:
11.34
UTRN:
2.71%
BKLC:
2.05%
UTRN:
13.00%
BKLC:
12.98%
UTRN:
-39.40%
BKLC:
-26.14%
UTRN:
-5.88%
BKLC:
-2.15%
Returns By Period
In the year-to-date period, UTRN achieves a -0.21% return, which is significantly lower than BKLC's 2.52% return.
UTRN
-0.21%
-2.82%
4.77%
22.74%
10.49%
N/A
BKLC
2.52%
-1.13%
8.22%
20.54%
N/A
N/A
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UTRN vs. BKLC - Expense Ratio Comparison
UTRN has a 0.75% expense ratio, which is higher than BKLC's 0.00% expense ratio.
Risk-Adjusted Performance
UTRN vs. BKLC — Risk-Adjusted Performance Rank
UTRN
BKLC
UTRN vs. BKLC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and BNY Mellon US Large Cap Core Equity ETF (BKLC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
UTRN vs. BKLC - Dividend Comparison
UTRN's dividend yield for the trailing twelve months is around 1.06%, less than BKLC's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF | 1.06% | 1.06% | 2.75% | 1.09% | 24.51% | 9.08% | 3.77% | 0.71% |
BKLC BNY Mellon US Large Cap Core Equity ETF | 1.19% | 1.22% | 1.35% | 1.64% | 1.10% | 0.84% | 0.00% | 0.00% |
Drawdowns
UTRN vs. BKLC - Drawdown Comparison
The maximum UTRN drawdown since its inception was -39.40%, which is greater than BKLC's maximum drawdown of -26.14%. Use the drawdown chart below to compare losses from any high point for UTRN and BKLC. For additional features, visit the drawdowns tool.
Volatility
UTRN vs. BKLC - Volatility Comparison
Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) has a higher volatility of 3.78% compared to BNY Mellon US Large Cap Core Equity ETF (BKLC) at 3.44%. This indicates that UTRN's price experiences larger fluctuations and is considered to be riskier than BKLC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.