IPDP vs. MBOX ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Freedom Day Dividend ETF (MBOX)
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
49
MBOX
Freedom Day Dividend ETF
MBOX Description
The investment seeks dividend growth. The fund is an actively-managed exchange-traded fund (ETF) that seeks to achieve its investment objective by investing in equity securities that the Sub-Adviser (Freedom Day Solutions, LLC) believes have the potential to provide rising dividend income streams to the fund over time. Under normal circumstances, it will invest at least 80% of its net assets, plus borrowings for investment purposes, in dividend-paying securities. The fund is non-diversified.Grade (RS Rating)
Last Trade
$33.73
Average Daily Volume
5,802
48
Performance
Period | IPDP | MBOX |
---|---|---|
30 Days | 1.78% | 0.71% |
60 Days | 3.93% | 2.63% |
90 Days | 4.48% | 5.89% |
12 Months | 27.66% | 29.92% |
IPDP Overweight 44 Positions Relative to MBOX
Symbol | Grade | Weight | |
---|---|---|---|
MSI | C | 2.32% | |
CAH | C | 2.3% | |
AAPL | D | 2.27% | |
CTAS | C | 2.25% | |
HIG | A | 2.24% | |
BRO | C | 2.23% | |
HNI | B | 2.21% | |
ABT | C | 2.18% | |
TRV | B | 2.18% | |
MMC | C | 2.15% | |
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% | |
SNA | B | 1.97% | |
RGA | 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% | |
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 MBOX
Symbol | Grade | Weight | |
---|---|---|---|
LLY | C | -3.36% | |
JPM | D | -2.34% | |
PGR | A | -2.33% | |
DKS | D | -2.32% | |
EOG | D | -2.28% | |
CARR | B | -2.27% | |
NSA | B | -2.26% | |
FNF | A | -2.22% | |
MLI | B | -2.21% | |
CI | C | -2.16% | |
GRMN | D | -2.15% | |
CINF | B | -2.15% | |
KBH | B | -2.14% | |
ABBV | C | -2.12% | |
TSCO | C | -2.1% | |
JEF | B | -2.1% | |
EPD | A | -2.09% | |
RSG | D | -2.09% | |
ET | B | -2.08% | |
PLD | C | -2.04% | |
MDLZ | B | -2.03% | |
HSY | C | -2.02% | |
BPOP | C | -2.01% | |
INGR | A | -2.01% | |
PEP | C | -2.0% | |
AMGN | B | -2.0% | |
MSFT | C | -1.91% | |
MS | D | -1.89% | |
DE | B | -1.86% | |
LOGI | D | -1.84% | |
WSO | C | -1.83% | |
AGM | D | -1.81% | |
DELL | D | -1.81% | |
MPC | D | -1.78% | |
OC | C | -1.73% | |
NXST | D | -1.72% | |
MATX | C | -1.71% | |
KR | B | -1.71% | |
ASML | D | -1.64% | |
WSM | C | -1.57% | |
MCHP | D | -1.57% | |
LYB | F | -1.43% | |
CQP | F | -1.41% |
IPDP: Top Represented Industries & Keywords
MBOX: Top Represented Industries & Keywords