IPDP vs. BWTG ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Brendan Wood TopGun Index ETF (BWTG)
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
$19.37
Average Daily Volume
940
50
BWTG
Brendan Wood TopGun Index ETF
BWTG Description
The fund seeks to achieve its investment objective by investing, under normal market circumstances, a substantial portion of its assets in publicly listed equity securities included in a model portfolio provided by the fund"s investment sub-adviser. Construction of the model begins with the identification of approximately 1,400 companies composing the Brendan Wood "Shareholder Conviction Universe", which are generally stocks of liquid large and mid-capitalization companies that trade on a national exchange in the United States, including ADRs. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.95
Average Daily Volume
3,331
22
Performance
Period | IPDP | BWTG |
---|---|---|
30 Days | -0.38% | -0.92% |
60 Days | 0.32% | -0.10% |
90 Days | 6.54% | 7.10% |
12 Months | 31.85% |
IPDP Overweight 47 Positions Relative to BWTG
Symbol | Grade | Weight | |
---|---|---|---|
AVGO | B | 2.32% | |
MSI | B | 2.31% | |
AAPL | C | 2.29% | |
SNA | A | 2.26% | |
CTAS | B | 2.23% | |
ACN | C | 2.21% | |
TT | C | 2.21% | |
AMP | B | 2.2% | |
AIT | A | 2.2% | |
APOG | A | 2.2% | |
HNI | D | 2.19% | |
CSCO | B | 2.19% | |
TRV | B | 2.19% | |
CAH | B | 2.16% | |
GWW | A | 2.15% | |
HPQ | B | 2.13% | |
BRO | B | 2.13% | |
ADP | A | 2.12% | |
ABM | B | 2.11% | |
SEIC | A | 2.09% | |
HIG | D | 2.08% | |
ECL | C | 2.06% | |
BRC | D | 2.04% | |
ABT | A | 2.04% | |
COR | A | 2.02% | |
SYK | A | 1.99% | |
JNJ | D | 1.98% | |
DOV | B | 1.93% | |
ETN | B | 1.93% | |
APH | B | 1.92% | |
RGA | C | 1.88% | |
DCI | B | 1.87% | |
CSX | F | 1.84% | |
TROW | A | 1.79% | |
UPS | C | 1.77% | |
IEX | A | 1.76% | |
WTS | D | 1.73% | |
MCK | C | 1.72% | |
AOS | F | 1.7% | |
KLAC | F | 1.64% | |
LECO | B | 1.62% | |
A | D | 1.61% | |
QCOM | D | 1.59% | |
MRK | F | 1.49% | |
GPC | F | 1.48% | |
NSP | F | 1.45% | |
ELV | F | 1.43% |
IPDP Underweight 19 Positions Relative to BWTG
IPDP: Top Represented Industries & Keywords
BWTG: Top Represented Industries & Keywords