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UTRN vs. TOLZ
Performance
Return for Risk
Drawdowns
Volatility
Dividends

UTRN vs. TOLZ

Last updated Jun 4, 2026

UTRN (Vesper U.S. Large Cap Short-Term Reversal Strategy ETF) and TOLZ (ProShares DJ Brookfield Global Infrastructure 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 TOLZ is a Industrials Equities fund tracking the Dow Jones Brookfield Global Infrastructure Composite Index. Both are passively managed. A 0.62 correlation means they provide meaningful diversification when combined. UTRN charges 0.75%/yr vs 0.46%/yr for TOLZ.

Performance

UTRN vs. TOLZ - 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 ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

UTRN

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

TOLZ

1D
-0.10%
1M
-1.82%
YTD
11.31%
6M
11.51%
1Y
13.97%
3Y*
14.17%
5Y*
8.46%
10Y*
7.75%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UTRN vs. TOLZ - Yearly Performance Comparison

2026 (YTD)20252024202320222021202020192018
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%
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF		11.31%14.76%11.67%6.18%-4.25%20.47%-9.46%26.84%-8.92%

Correlation

The correlation between UTRN and TOLZ is 0.62, 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

0.49

Correlation (5Y)
Calculated over the trailing 5-year period

0.60

Correlation (All Time)
Calculated using the full available price history since Sep 24, 2018

0.62

The correlation between UTRN and TOLZ shifts across timeframes, from 0.49 (3 years) to 0.62 (all time), reflecting how their relationship changes across market environments.

UTRN vs. TOLZ - Sectors Allocation Comparison

Sectors
UTRN
TOLZ

Financial Services

36.4%
2.0%

Technology

31.9%
0.4%

Communication Services

8.0%

-

Basic Materials

7.9%

-

Energy

4.1%
35.4%

Industrials

4.0%
5.2%

Consumer Cyclical

3.9%
0.8%

Healthcare

3.8%

-

Consumer Defensive

-

4.5%

Real Estate

-

8.0%

Utilities

-

22.2%

Financial Services

UTRN
36.4%
TOLZ
2.0%

Technology

UTRN
31.9%
TOLZ
0.4%

Communication Services

UTRN
8.0%
TOLZ

-

Basic Materials

UTRN
7.9%
TOLZ

-

Energy

UTRN
4.1%
TOLZ
35.4%

Industrials

UTRN
4.0%
TOLZ
5.2%

Consumer Cyclical

UTRN
3.9%
TOLZ
0.8%

Healthcare

UTRN
3.8%
TOLZ

-

Consumer Defensive

UTRN

-

TOLZ
4.5%

Real Estate

UTRN

-

TOLZ
8.0%

Utilities

UTRN

-

TOLZ
22.2%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vesper U.S. Large Cap Short-Term Reversal Strategy ETF

ProShares DJ Brookfield Global Infrastructure ETF

Often compared with UTRN:
UTRN vs. BKLCUTRN vs. SPMOUTRN vs. QQQUTRN vs. QMNNXUTRN vs. BDGSUTRN vs. SPYUTRN vs. VOO
Often compared with TOLZ:
TOLZ vs. GIITOLZ vs. IFRATOLZ vs. PAVETOLZ vs. BPTOLZ vs. GRIDTOLZ vs. BTALTOLZ vs. BN

Return for Risk

UTRN vs. TOLZ — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
UTRN
TOLZ
TOLZ Risk / Return Rank: 4343
Overall Rank
TOLZ Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
TOLZ Sortino Ratio Rank: 3838
Sortino Ratio Rank
TOLZ Omega Ratio Rank: 3535
Omega Ratio Rank
TOLZ Calmar Ratio Rank: 5555
Calmar Ratio Rank
TOLZ Martin Ratio Rank: 4949
Martin Ratio Rank
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. TOLZ - 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 ProShares DJ Brookfield Global Infrastructure ETF (TOLZ). 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.

UTRN vs. TOLZ - Sharpe Ratio Comparison

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Sharpe Ratios by Period

UTRNTOLZDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

—

1.36

—

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

—

0.61

—

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

—

0.48

—

Sharpe Ratio (All Time)

Calculated using the full available price history

—

0.41

—

Drawdowns

UTRN vs. TOLZ - Drawdown Comparison

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Drawdown Indicators

UTRNTOLZDifference

Max Drawdown

Largest peak-to-trough decline

—

-39.33%

—

Max Drawdown (1Y)

Largest decline over 1 year

—

-5.18%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-11.94%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-21.85%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-39.33%

—

Current Drawdown

Current decline from peak

—

-3.13%

—

Average Drawdown

Average peak-to-trough decline

—

-6.63%

—

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

1.71%

—

Volatility

UTRN vs. TOLZ - Volatility Comparison

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Volatility by Period

UTRNTOLZDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

3.37%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

8.20%

—

Volatility (1Y)

Calculated over the trailing 1-year period

—

10.29%

—

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

—

13.99%

—

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

—

16.29%

—

UTRN vs. TOLZ - Expense Ratio Comparison

UTRN has a 0.75% expense ratio, which is higher than TOLZ's 0.46% expense ratio.

Dividends

UTRN vs. TOLZ - Dividend Comparison

UTRN has not paid dividends to shareholders, while TOLZ's dividend yield for the trailing twelve months is around 3.66%.

PositionTTM20252024202320222021202020192018201720162015
TOLZ
ProShares DJ Brookfield Global Infrastructure ETF		3.66%3.99%3.53%3.34%3.01%3.28%3.16%2.96%3.63%3.30%2.62%3.67%
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

UTRN and TOLZ have a correlation of 0.62, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, TOLZ is cheaper at 0.46% per year. The better choice depends on whether you care most about return, fees, risk, or income.

TOLZ is cheaper with a 0.46% expense ratio, compared with 0.75% for UTRN.

TOLZ has the higher dividend yield at 3.66%, compared with 0.00% for UTRN.

UTRN is categorized as Large Cap Blend Equities, while TOLZ is Industrials Equities. UTRN tracks Vesper US Large Cap Short-Term Reversal Index, while TOLZ tracks Dow Jones Brookfield Global Infrastructure Composite Index. They also come from different issuers: Exchange Traded Concepts and ProShares. Their fees differ too: 0.75% for UTRN and 0.46% for TOLZ.

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