IPDP vs. KIE ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to SPDR S&P Insurance ETF (KIE)
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

$19.32

Average Daily Volume

804

Number of Holdings *

49

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

SPDR S&P Insurance ETF

KIE Description The investment seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of an index that tracks the performance of publicly traded companies in the insurance industry. In seeking to track the performance of the S&P Insurance Select Industry Index (the "index"), the fund employs a replication strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index. The index represents the insurance industry group of the S&P Total Market Index ("S&P TMI"). The fund is non-diversified.

Grade (RS Rating)

Last Trade

$56.63

Average Daily Volume

1,054,050

Number of Holdings *

48

* may have additional holdings in another (foreign) market
Performance
Period IPDP KIE
30 Days 1.78% 4.10%
60 Days 3.93% 10.28%
90 Days 4.48% 12.45%
12 Months 27.66% 30.80%
5 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in KIE Overlap
BRO C 2.23% 2.07% 2.07%
HIG A 2.24% 2.11% 2.11%
MMC C 2.15% 2.01% 2.01%
RGA B 1.97% 1.92% 1.92%
TRV B 2.18% 2.07% 2.07%
IPDP Overweight 44 Positions Relative to KIE
Symbol Grade Weight
MSI C 2.32%
CAH C 2.3%
AAPL D 2.27%
CTAS C 2.25%
UNH C 2.24%
HNI B 2.21%
ABT C 2.18%
ACN C 2.18%
HD B 2.17%
ADP B 2.13%
JNJ B 2.13%
SYK C 2.12%
BRC B 2.12%
ECL B 2.09%
ABM D 2.05%
HPQ D 2.03%
TT B 2.03%
CSCO B 2.01%
GWW B 1.98%
AVGO C 1.98%
SNA B 1.97%
CSX D 1.95%
ELV C 1.95%
AMP B 1.95%
AIT C 1.94%
SEIC B 1.91%
DOV B 1.87%
APOG B 1.86%
DCI D 1.84%
KLAC D 1.81%
AOS C 1.8%
GPC D 1.79%
MCK F 1.79%
APH D 1.77%
A C 1.77%
IEX D 1.77%
UPS D 1.76%
WTS C 1.75%
TROW D 1.73%
MRK D 1.73%
ETN C 1.69%
NSP D 1.65%
QCOM D 1.55%
LECO F 1.51%
IPDP Underweight 43 Positions Relative to KIE
Symbol Grade Weight
ERIE A -2.66%
GL C -2.4%
AFL B -2.26%
CNO B -2.24%
FNF A -2.24%
PGR A -2.23%
FAF B -2.23%
RYAN C -2.21%
CINF B -2.2%
THG A -2.2%
KNSL C -2.19%
ALL A -2.16%
AON B -2.15%
RNR B -2.13%
ORI A -2.12%
AIZ B -2.11%
AJG C -2.1%
PRI B -2.09%
ACGL B -2.07%
WTW B -2.07%
UNM B -2.05%
AXS B -2.04%
CB B -2.03%
OSCR B -2.02%
WRB C -2.02%
MET A -2.01%
GNW B -2.01%
AFG B -1.96%
RLI B -1.96%
L B -1.93%
PFG B -1.91%
KMPR D -1.89%
BHF D -1.88%
EG B -1.88%
PRU C -1.87%
AGO C -1.86%
AIG D -1.82%
MKL C -1.82%
ESGR D -1.82%
SIGI C -1.81%
PLMR B -1.79%
WTM F -1.77%
LNC D -1.76%
Compare ETFs