EMOT vs. IPDP ETF Comparison

Comparison of First Trust S&P 500 Economic Moat ETF (EMOT) to Dividend Performers ETF (IPDP)

EMOT

First Trust S&P 500 Economic Moat ETF

EMOT Description

Under normal conditions, the fund will invest at least 80% of its net assets in the securities that comprise the index. The index is designed to measure the performance of common stock of companies in the S&P 500® Index which are identified as having sustainable competitive advantages, or "an economic moat," as evidenced by their sustained high gross margins, sustained high return on invested capital and high market share. The fund is non-diversified.

Grade (RS Rating)

Last Trade

$21.44

Average Daily Volume

2,420

Number of Holdings ^*

* may have additional holdings in another (foreign) market

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

$20.77

Average Daily Volume

1,324

Number of Holdings ^*

* may have additional holdings in another (foreign) market

Performance

Period	EMOT	IPDP
30 Days	2.55%	5.99%
60 Days	2.77%	7.03%
90 Days	3.98%	8.82%
12 Months		33.16%

11 Overlapping Holdings

Symbol	Grade	Weight in EMOT	Weight in IPDP	Overlap
AAPL	C	1.98%	2.25%	1.98%
ACN	C	2.35%	2.36%	2.35%
ADP	B	2.28%	2.29%	2.28%
AVGO	D	2.11%	0.25%	0.25%
CSCO	B	2.35%	2.32%	2.32%
HD	A	2.19%	0.24%	0.24%
HPQ	B	1.86%	0.23%	0.23%
KLAC	D	1.45%	1.68%	1.45%
MCK	B	1.94%	2.26%	1.94%
QCOM	F	1.41%	1.6%	1.41%
UNH	C	2.23%	2.23%	2.23%

EMOT Overweight 39 Positions Relative to IPDP

Symbol	Grade	Weight
FTNT	C	2.89%
TPR	B	2.5%
ORCL	B	2.47%
WMT	A	2.36%
PM	B	2.32%
SBUX	A	2.32%
BKNG	A	2.32%
ORLY	B	2.25%
LOW	D	2.23%
INTU	C	2.2%
NVDA	C	2.18%
MCD	D	2.18%
LMT	D	2.18%
MA	C	2.17%
SPGI	C	2.15%
BRK.A	B	2.13%
ADBE	C	2.13%
AMZN	C	2.1%
META	D	2.1%
AZO	C	2.05%
CPRT	A	1.97%
TXN	C	1.92%
VRSN	F	1.9%
PEP	F	1.87%
PG	A	1.87%
YUM	B	1.85%
ZTS	D	1.84%
KO	D	1.84%
GOOG	C	1.83%
CL	D	1.82%
CDNS	B	1.8%
KMB	D	1.8%
MSFT	F	1.79%
MTD	D	1.58%
IDXX	F	1.53%
NKE	D	1.5%
AMAT	F	1.45%
LRCX	F	1.33%
EL	F	1.05%

EMOT Underweight 39 Positions Relative to IPDP

Symbol	Grade	Weight
CAH	B	-2.37%
AIT	A	-2.34%
SYK	C	-2.33%
AMP	A	-2.32%
TT	A	-2.31%
SNA	A	-2.31%
HNI	B	-2.3%
GWW	B	-2.29%
COR	B	-2.28%
SEIC	B	-2.28%
HIG	B	-2.27%
TRV	B	-2.27%
CTAS	B	-2.27%
BRO	B	-2.27%
APOG	B	-2.26%
BRC	D	-2.25%
ABM	B	-2.24%
ABT	B	-2.23%
ETN	A	-2.22%
RGA	A	-2.2%
DOV	A	-2.2%
APH	A	-2.17%
ECL	D	-2.16%
MMC	B	-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	B	-1.87%
A	D	-1.78%
AOS	F	-1.74%
MSI	B	-1.72%
GPC	D	-1.67%
MRK	F	-1.52%
NSP	D	-1.52%
ELV	F	-1.51%
CSX	B	-0.22%