The annual fee that you pay to the fund company for managing your investment. The lower the expense ratio, the better. This is not an investment recommendation.

Dividends

0%Dividend Yield

Dec 25

$0.32

Dec 24

$0.32

Dec 23

$0.65

Dec 22

$0.26

Dec 21

$7.55

10Y Growth

N/A

5Y Growth

-46.84%

3Y Growth

-21.15%

1Y Growth

N/A

Competitors

This list is an analysis based on recent market events. It's not an investment recommendation.

SPDR S&P 500 Trust

SPY

Mkt Cap0

Tracks the S&P 500, offering exposure to large-cap U.S. stocks, competing directly with UTRN's focus on large-cap reversals.

iShares MSCI USA Momentum Factor

MTUM

Mkt Cap0

Focuses on U.S. large-cap stocks exhibiting momentum characteristics, an alternative strategy to UTRN's reversal approach.

Invesco S&P 500 Equal Weight

RSP

Mkt Cap0

Equal-weight S&P 500 ETF, competes by offering diversified exposure to U.S. large caps, including potential reversal candidates.

iShares Core S&P 500

IVV

Mkt Cap0

Tracks the S&P 500 Index, directly competing with UTRN by targeting large-cap U.S. stocks.

Vanguard S&P 500

VOO

Mkt Cap0

Vanguard's S&P 500 ETF, a direct competitor to UTRN by offering exposure to U.S. large-cap stocks.

iShares Russell 1000

IWB

Mkt Cap0

Tracks the Russell 1000 Index, providing broad exposure to U.S. large-cap stocks, competing with UTRN's large-cap focus.

Schwab U.S. Large-Cap

SCHX

Mkt Cap0

Schwab U.S. Large-Cap ETF, competes by offering exposure to the largest U.S. stocks, similar to UTRN's market segment.

Vanguard Morningstar Large-Cap

Mkt Cap0

Vanguard Large-Cap ETF, offers exposure to a similar segment of the market as UTRN, focusing on large-cap U.S. stocks.

iShares MSCI USA Quality Factor

QUAL

Mkt Cap0

Focuses on U.S. large-cap high-quality stocks, an alternative investment strategy to UTRN's reversal focus but in the same market segment.

Spdr Dow Jones Industrial Average Trust

DIA

Mkt Cap0

Tracks the Dow Jones Industrial Average, offering exposure to large-cap U.S. equities, competing with UTRN's focus on large caps.

Holdings

Regions

Sectors

About

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 Index 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").

CEO

Country

United States

ISIN

US3015057496

Listings

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FAQ

What is Vesper U.S. Large Cap Short-Term Reversal Strategy stock price today?▼

The current price of UTRN is $29.27 USD — it has increased by +0.12% in the past 24 hours. Watch Vesper U.S. Large Cap Short-Term Reversal Strategy stock price performance more closely on the chart.

What is Vesper U.S. Large Cap Short-Term Reversal Strategy stock ticker?▼

Depending on the exchange, the stock ticker may vary. For instance, on ARCX exchange Vesper U.S. Large Cap Short-Term Reversal Strategy stocks are traded under the ticker UTRN.

Does Vesper U.S. Large Cap Short-Term Reversal Strategy pay dividends?▼

Yes, UTRN dividends are paid annual. The last dividend per share was 0.32 USD. As of today, Dividend Yield (FWD)% is 0%.

In which sector is Vesper U.S. Large Cap Short-Term Reversal Strategy located?▼

Vesper U.S. Large Cap Short-Term Reversal Strategy operates in the Other sector.

When did Vesper U.S. Large Cap Short-Term Reversal Strategy complete a stock split?▼

Vesper U.S. Large Cap Short-Term Reversal Strategy has not had any recent stock splits.