UTRN vs. VOO
Compare and contrast key facts about Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) and Vanguard S&P 500 ETF (VOO).
UTRN and VOO 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. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both UTRN and VOO 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 VOO.
Correlation
The correlation between UTRN and VOO is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UTRN vs. VOO - Performance Comparison
Key characteristics
UTRN:
2.04
VOO:
1.76
UTRN:
2.82
VOO:
2.37
UTRN:
1.37
VOO:
1.32
UTRN:
1.48
VOO:
2.66
UTRN:
9.78
VOO:
11.10
UTRN:
2.71%
VOO:
2.02%
UTRN:
13.00%
VOO:
12.79%
UTRN:
-39.40%
VOO:
-33.99%
UTRN:
-5.88%
VOO:
-2.11%
Returns By Period
In the year-to-date period, UTRN achieves a -0.21% return, which is significantly lower than VOO's 2.40% return.
UTRN
-0.21%
-2.82%
4.77%
22.74%
10.49%
N/A
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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UTRN vs. VOO - Expense Ratio Comparison
UTRN has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
UTRN vs. VOO — Risk-Adjusted Performance Rank
UTRN
VOO
UTRN vs. VOO - 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 Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
UTRN's dividend yield for the trailing twelve months is around 1.06%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UTRN vs. VOO - Drawdown Comparison
The maximum UTRN drawdown since its inception was -39.40%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UTRN and VOO. For additional features, visit the drawdowns tool.
Volatility
UTRN vs. VOO - Volatility Comparison
Vesper U.S. Large Cap Short-Term Reversal Strategy ETF (UTRN) has a higher volatility of 3.78% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that UTRN's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.