UTRN vs. ROBO

Last updated Jun 4, 2026

UTRN (Vesper U.S. Large Cap Short-Term Reversal Strategy ETF) and ROBO (ROBO Global Robotics & Automation Index ETF) are both exchange-traded funds - UTRN is a Large Cap Blend Equities fund tracking the Vesper US Large Cap Short-Term Reversal Index, while ROBO is a Robotics fund tracking the ROBO Global Robotics and Automation TR Index. Both are passively managed. A 0.59 correlation means they provide meaningful diversification when combined. UTRN charges 0.75%/yr vs 0.95%/yr for ROBO.

Performance

UTRN vs. ROBO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and ROBO Global Robotics & Automation Index ETF (ROBO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

UTRN

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

ROBO

• 1D: -0.77%
• 1M: 10.56%
• YTD: 29.33%
• 6M: 30.40%
• 1Y: 59.43%
• 3Y*: 17.13%
• 5Y*: 7.13%
• 10Y*: 13.65%

*Multi-year figures are annualized to reflect compound growth (CAGR)

UTRN vs. ROBO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF	0.00%	-3.65%	28.82%	0.72%	-20.36%	30.54%	19.21%	31.81%	-14.57%
ROBO ROBO Global Robotics & Automation Index ETF	29.33%	23.71%	-1.28%	23.74%	-33.92%	15.34%	45.26%	29.51%	-23.62%

Correlation

The correlation between UTRN and ROBO is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.42
Correlation (5Y) Calculated over the trailing 5-year period	0.54
Correlation (All Time) Calculated using the full available price history since Sep 24, 2018	0.59

The correlation between UTRN and ROBO shifts across timeframes, from 0.42 (3 years) to 0.59 (all time), reflecting how their relationship changes across market environments.

UTRN vs. ROBO - Sectors Allocation Comparison

Sectors	UTRN	ROBO
Financial Services	36.4%	2.2%
Technology	31.9%	41.9%
Communication Services	8.0%	1.1%
Basic Materials	7.9%	-
Energy	4.1%	-
Industrials	4.0%	46.8%
Consumer Cyclical	3.9%	3.1%
Healthcare	3.8%	4.9%
Consumer Defensive	-	1.3%
Real Estate	-	-
Utilities	-	-

Return for Risk

UTRN vs. ROBO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

ROBO

ROBO Risk / Return Rank: 72
ROBO Sharpe Ratio Rank: 78
ROBO Sortino Ratio Rank: 74
ROBO Omega Ratio Rank: 70
ROBO Calmar Ratio Rank: 68
ROBO Martin Ratio Rank: 72

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UTRN vs. ROBO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and ROBO Global Robotics & Automation Index ETF (ROBO). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	UTRN	ROBO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	2.60	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.30	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.59	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.50	—

Drawdowns

Drawdown Indicators

	UTRN	ROBO	Difference
Max Drawdown Largest peak-to-trough decline	—	-43.65%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-17.35%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-27.92%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-43.65%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-43.65%	—
Current Drawdown Current decline from peak	—	-0.77%	—
Average Drawdown Average peak-to-trough decline	—	-12.93%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.33%	—

Volatility

Volatility by Period

	UTRN	ROBO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	7.64%	—
Volatility (6M) Calculated over the trailing 6-month period	—	18.06%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	23.01%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	23.63%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	23.16%	—

UTRN vs. ROBO - Expense Ratio Comparison

UTRN has a 0.75% expense ratio, which is lower than ROBO's 0.95% expense ratio.

Dividends

UTRN vs. ROBO - Dividend Comparison

UTRN has not paid dividends to shareholders, while ROBO's dividend yield for the trailing twelve months is around 0.33%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ROBO ROBO Global Robotics & Automation Index ETF	0.33%	0.42%	0.55%	0.05%	0.00%	0.18%	0.20%	0.37%	0.37%	0.02%	0.19%	0.28%
UTRN Vesper U.S. Large Cap Short-Term Reversal Strategy ETF	0.00%	0.00%	1.06%	2.75%	1.09%	24.51%	9.09%	3.77%	0.71%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both UTRN and ROBO in my portfolio?

UTRN and ROBO have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, UTRN or ROBO?

On fees, UTRN is cheaper at 0.75% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, UTRN or ROBO?

UTRN is cheaper with a 0.75% expense ratio, compared with 0.95% for ROBO.

Which ETF pays a higher dividend yield, UTRN or ROBO?

ROBO has the higher dividend yield at 0.33%, compared with 0.00% for UTRN.

What is the main difference between UTRN and ROBO?

UTRN is categorized as Large Cap Blend Equities, while ROBO is Robotics. UTRN tracks Vesper US Large Cap Short-Term Reversal Index, while ROBO tracks ROBO Global Robotics and Automation TR Index. Their fees differ too: 0.75% for UTRN and 0.95% for ROBO.