IPDP vs. FTDS ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to First Trust Dividend Strength ETF (FTDS)
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 *

50

* may have additional holdings in another (foreign) market
FTDS

First Trust Dividend Strength ETF

FTDS Description The fund will normally invest at least 90% of its net assets (plus any borrowings for investment purposes) in the common stocks and real estate investment companies (?REITs?) that comprise the index. The index is designed to provide exposure to well-capitalized companies with a history of increasing their dividends. The term ?well-capitalized? reflects companies that have strong balance sheets with durable cash flow and a record of profitability.

Grade (RS Rating)

Last Trade

$54.81

Average Daily Volume

1,416

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period IPDP FTDS
30 Days 5.99% 4.60%
60 Days 7.03% 5.67%
90 Days 8.82% 6.43%
12 Months 33.16% 29.14%
5 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in FTDS Overlap
ALL A 2.02% 2.03% 2.02%
ORI A 2.02% 2.05% 2.02%
QCOM F 1.88% 1.92% 1.88%
SNA A 2.0% 2.17% 2.0%
THG A 2.0% 2.1% 2.0%
IPDP Overweight 45 Positions Relative to FTDS
Symbol Grade Weight
MCK B 2.04%
UNH C 2.03%
HIG B 2.03%
RTX C 2.02%
ABT B 2.02%
CTAS B 2.02%
JNJ D 2.02%
MMC B 2.01%
TRV B 2.01%
TT A 2.01%
AAPL C 2.01%
SYK C 2.01%
MSI B 2.0%
COR B 2.0%
AMP A 2.0%
CSGS B 2.0%
ABM B 2.0%
BRO B 2.0%
HNI B 2.0%
GWW B 2.0%
CAH B 1.99%
PRI A 1.99%
CSCO B 1.99%
FAST B 1.99%
ETN A 1.99%
A D 1.98%
ADP B 1.98%
ABBV D 1.98%
RGA A 1.98%
MRK F 1.98%
AOS F 1.97%
ACN C 1.97%
APH A 1.96%
DCI B 1.96%
LECO B 1.96%
APOG B 1.96%
SEIC B 1.96%
DOV A 1.96%
AIT A 1.96%
TROW B 1.96%
IEX B 1.95%
WTS B 1.95%
ECL D 1.95%
KLAC D 1.92%
BRC D 1.9%
IPDP Underweight 43 Positions Relative to FTDS
Symbol Grade Weight
GRMN B -2.48%
CBSH A -2.34%
WH B -2.29%
HOMB A -2.27%
UNM A -2.25%
EWBC A -2.24%
CFR B -2.22%
CTRA B -2.2%
EOG A -2.15%
DGX A -2.15%
CINF A -2.14%
COP C -2.14%
CMI A -2.14%
RLI B -2.13%
NOV C -2.06%
CF B -2.06%
HON B -2.05%
EQH B -2.04%
OSK B -2.02%
BG F -2.01%
PCAR B -2.01%
TGT F -1.99%
LW C -1.97%
PSX C -1.97%
APD A -1.96%
DINO D -1.92%
EG C -1.92%
DVN F -1.91%
RDN C -1.91%
UNP C -1.9%
EMN D -1.89%
MTG C -1.89%
NXPI D -1.87%
BPOP B -1.87%
ADM D -1.85%
PPG F -1.85%
DKS C -1.82%
GD F -1.82%
FMC D -1.75%
GPC D -1.72%
LMT D -1.72%
IPG D -1.7%
HII D -1.48%
Compare ETFs