CPAI vs. IPDP ETF Comparison
Comparison of Counterpoint Quantitative Equity ETF (CPAI) to Dividend Performers ETF (IPDP)
CPAI
Counterpoint Quantitative Equity ETF
CPAI Description
CPAI employs a quantitative, model-driven strategy that integrates quantitative analysis and machine learning insights to navigate diverse market conditions. The portfolio consists of at least 50 US-listed companies of any capitalization or ADRs. The selection process relies on advanced quantitative models leveraging machine learning technology, considering over 30 variables related to value, long-term reversal, momentum, profitability, investor sentiment, and stock price stability. Additionally, the Adviser backtests variable combinations considered to be supported by economic reasoning or investor behavioral biases. The models continually learn and adapt relationships between input variables and realized historic returns, updating during quarterly portfolio rebalances. Moreover, rebalancing ensures the portfolio aligns with the models' rankings, with adjustments made to limit sector exposure to 35% or less.
Grade (RS Rating)
Last Trade
$35.35
Average Daily Volume
7,175
49
IPDP
Dividend Performers ETF
IPDP Description
The investment seeks to provide income; the secondary objective is capital appreciation. The fund’s investment strategy is twofold: (1) investing in dividend paying U.S. equity securities, and (2) credit spread options on an S&P 500 ETF or Index. It may also invest in equity real estate investment trusts (“REITs”). A credit spread is an options strategy that involves the purchase of one option and a sale of another option in the same class and with the same expiration but different strike prices.Grade (RS Rating)
Last Trade
$20.23
Average Daily Volume
1,329
50
Performance
| Period | CPAI | IPDP |
|---|---|---|
| 30 Days | 2.73% | 0.42% |
| 60 Days | 8.37% | 4.65% |
| 90 Days | 10.75% | 6.78% |
| 12 Months | 30.48% |
CPAI Overweight 44 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| SFM | A | 2.51% | |
| SKYW | B | 2.49% | |
| TRGP | A | 2.46% | |
| TDS | B | 2.43% | |
| CARG | B | 2.37% | |
| LDOS | C | 2.33% | |
| NTGR | A | 2.27% | |
| UNM | A | 2.25% | |
| GDDY | A | 2.23% | |
| OKE | A | 2.21% | |
| FTDR | B | 2.17% | |
| BRBR | A | 2.17% | |
| EQH | B | 2.16% | |
| CNO | B | 2.15% | |
| HTZ | C | 2.13% | |
| FTI | A | 2.13% | |
| ACIW | B | 2.11% | |
| VIRT | A | 2.11% | |
| ORCL | A | 2.09% | |
| CVLT | B | 2.08% | |
| CLBT | B | 2.06% | |
| GOOGL | B | 2.05% | |
| GNW | A | 2.03% | |
| PBI | B | 2.01% | |
| PGR | B | 1.93% | |
| META | C | 1.93% | |
| RTX | D | 1.9% | |
| TJX | A | 1.89% | |
| THC | C | 1.88% | |
| LESL | C | 1.87% | |
| NYT | D | 1.85% | |
| ZIM | A | 1.84% | |
| MSFT | D | 1.83% | |
| WBA | F | 1.82% | |
| PAA | B | 1.8% | |
| PAGP | A | 1.79% | |
| WES | C | 1.76% | |
| LLY | F | 1.74% | |
| MHO | D | 1.72% | |
| PRM | B | 1.72% | |
| ROST | D | 1.72% | |
| UHS | D | 1.64% | |
| HCA | F | 1.61% | |
| AGL | F | 0.95% |
CPAI Underweight 45 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| ACN | C | -2.36% | |
| AIT | B | -2.34% | |
| SYK | A | -2.33% | |
| AMP | A | -2.32% | |
| CSCO | B | -2.32% | |
| TT | A | -2.31% | |
| SNA | B | -2.31% | |
| HNI | B | -2.3% | |
| GWW | B | -2.29% | |
| ADP | B | -2.29% | |
| SEIC | B | -2.28% | |
| HIG | B | -2.27% | |
| TRV | A | -2.27% | |
| CTAS | B | -2.27% | |
| BRO | B | -2.27% | |
| MCK | A | -2.26% | |
| APOG | B | -2.26% | |
| ABM | B | -2.24% | |
| UNH | C | -2.23% | |
| ABT | A | -2.23% | |
| ETN | B | -2.22% | |
| RGA | B | -2.2% | |
| DOV | B | -2.2% | |
| APH | B | -2.17% | |
| ECL | D | -2.16% | |
| MMC | D | -2.16% | |
| IEX | B | -2.14% | |
| DCI | B | -2.09% | |
| TROW | B | -2.04% | |
| JNJ | D | -2.02% | |
| WTS | B | -1.99% | |
| UPS | C | -1.88% | |
| LECO | C | -1.87% | |
| A | F | -1.78% | |
| AOS | F | -1.74% | |
| KLAC | F | -1.68% | |
| GPC | F | -1.67% | |
| QCOM | F | -1.6% | |
| MRK | F | -1.52% | |
| NSP | F | -1.52% | |
| ELV | F | -1.51% | |
| AVGO | C | -0.25% | |
| HD | A | -0.24% | |
| HPQ | B | -0.23% | |
| CSX | C | -0.22% |
CPAI: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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