IPDP vs. CFCV ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to ClearBridge Focus Value ETF (CFCV)
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
$19.57
Average Daily Volume
989
49
CFCV
ClearBridge Focus Value ETF
CFCV Description
The investment seeks long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets in equity securities, or other exchange-traded investments with similar economic characteristics in which it is permitted to invest, of companies with large market capitalizations. It will only invest in instruments that trade on a U.S. exchange contemporaneously with the fund's shares and, for temporary or defensive purposes, in cash and cash equivalents.Grade (RS Rating)
Last Trade
$37.22
Average Daily Volume
1,515
39
Performance
Period | IPDP | CFCV |
---|---|---|
30 Days | 2.20% | -0.41% |
60 Days | 12.31% | -0.31% |
90 Days | 8.91% | 3.16% |
12 Months | 35.13% | 16.80% |
IPDP Overweight 42 Positions Relative to CFCV
Symbol | Grade | Weight | |
---|---|---|---|
AAPL | C | 2.23% | |
CTAS | C | 2.22% | |
TT | A | 2.19% | |
HNI | B | 2.19% | |
HIG | A | 2.15% | |
BRO | A | 2.14% | |
CAH | B | 2.13% | |
BRC | C | 2.13% | |
CSCO | A | 2.09% | |
AIT | B | 2.08% | |
ACN | B | 2.07% | |
ECL | C | 2.06% | |
TRV | B | 2.06% | |
HPQ | B | 2.06% | |
ADP | A | 2.04% | |
GWW | B | 2.02% | |
SYK | C | 2.02% | |
ABT | C | 2.02% | |
ABM | D | 2.01% | |
AMP | A | 1.99% | |
APOG | B | 1.96% | |
SNA | C | 1.94% | |
RGA | B | 1.94% | |
DOV | C | 1.91% | |
SEIC | B | 1.9% | |
AOS | C | 1.9% | |
KLAC | B | 1.89% | |
CSX | D | 1.86% | |
ETN | B | 1.84% | |
APH | D | 1.83% | |
DCI | B | 1.82% | |
IEX | D | 1.81% | |
WTS | C | 1.81% | |
ELV | F | 1.79% | |
GPC | D | 1.75% | |
A | B | 1.72% | |
TROW | D | 1.72% | |
UPS | D | 1.72% | |
MRK | F | 1.65% | |
NSP | F | 1.59% | |
LECO | D | 1.56% | |
QCOM | D | 1.56% |
IPDP Underweight 32 Positions Relative to CFCV
Symbol | Grade | Weight | |
---|---|---|---|
SRE | C | -5.0% | |
JPM | C | -4.64% | |
WEC | B | -4.43% | |
SHW | C | -4.35% | |
MCHP | F | -3.9% | |
TMO | D | -3.87% | |
AXP | A | -3.28% | |
CMCSA | B | -3.22% | |
MLM | F | -3.21% | |
BDX | C | -3.12% | |
EIX | C | -3.06% | |
OTIS | A | -2.99% | |
WMB | A | -2.98% | |
SCHW | D | -2.49% | |
ITW | C | -2.42% | |
BAC | B | -2.23% | |
VLTO | A | -2.2% | |
COF | A | -2.18% | |
XPO | F | -1.91% | |
HLN | C | -1.77% | |
INTC | D | -1.67% | |
PGR | B | -1.67% | |
ORLY | A | -1.42% | |
V | B | -1.35% | |
META | A | -1.32% | |
MSFT | D | -1.29% | |
PH | A | -1.24% | |
GOOGL | B | -1.17% | |
DE | C | -1.01% | |
DIS | D | -0.8% | |
CVS | D | -0.77% | |
SBUX | B | -0.55% |
IPDP: Top Represented Industries & Keywords
CFCV: Top Represented Industries & Keywords