IPDP vs. NDVG ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Nuveen Dividend Growth ETF (NDVG)
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
$20.56
Average Daily Volume
1,326
50
NDVG
Nuveen Dividend Growth ETF
NDVG Description
The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in dividend-paying exchange-traded equity securities, which include common stocks and preferred securities. It may invest in small-, mid- and large-cap companies. The fund may invest up to 25% of its net assets in non- U.S. exchange-traded equity securities that are U.S. dollar-denominated.Grade (RS Rating)
Last Trade
$33.24
Average Daily Volume
1,506
41
Performance
Period | IPDP | NDVG |
---|---|---|
30 Days | 3.03% | -0.58% |
60 Days | 6.38% | 1.42% |
90 Days | 7.75% | 3.39% |
12 Months | 31.86% | 25.56% |
11 Overlapping Holdings
Symbol | Grade | Weight in IPDP | Weight in NDVG | Overlap | |
---|---|---|---|---|---|
AAPL | C | 2.25% | 7.32% | 2.25% | |
ABT | B | 2.23% | 2.17% | 2.17% | |
ACN | B | 2.36% | 2.83% | 2.36% | |
APH | A | 2.17% | 2.04% | 2.04% | |
AVGO | D | 0.25% | 4.38% | 0.25% | |
ELV | F | 1.51% | 1.49% | 1.49% | |
ETN | A | 2.22% | 2.4% | 2.22% | |
MMC | B | 2.16% | 2.19% | 2.16% | |
MSI | B | 1.72% | 3.25% | 1.72% | |
TT | A | 2.31% | 2.13% | 2.13% | |
UNH | B | 2.23% | 3.23% | 2.23% |
IPDP Overweight 39 Positions Relative to NDVG
Symbol | Grade | Weight | |
---|---|---|---|
CAH | B | 2.37% | |
AIT | B | 2.34% | |
SYK | B | 2.33% | |
AMP | A | 2.32% | |
CSCO | B | 2.32% | |
SNA | A | 2.31% | |
HNI | B | 2.3% | |
GWW | B | 2.29% | |
ADP | A | 2.29% | |
COR | B | 2.28% | |
SEIC | B | 2.28% | |
HIG | B | 2.27% | |
TRV | B | 2.27% | |
CTAS | B | 2.27% | |
BRO | B | 2.27% | |
MCK | A | 2.26% | |
APOG | C | 2.26% | |
BRC | D | 2.25% | |
ABM | B | 2.24% | |
RGA | A | 2.2% | |
DOV | A | 2.2% | |
ECL | D | 2.16% | |
IEX | C | 2.14% | |
DCI | B | 2.09% | |
TROW | B | 2.04% | |
JNJ | C | 2.02% | |
WTS | B | 1.99% | |
UPS | C | 1.88% | |
LECO | C | 1.87% | |
A | D | 1.78% | |
AOS | F | 1.74% | |
KLAC | F | 1.68% | |
GPC | D | 1.67% | |
QCOM | F | 1.6% | |
MRK | D | 1.52% | |
NSP | F | 1.52% | |
HD | B | 0.24% | |
HPQ | B | 0.23% | |
CSX | C | 0.22% |
IPDP Underweight 30 Positions Relative to NDVG
Symbol | Grade | Weight | |
---|---|---|---|
MSFT | D | -7.64% | |
JPM | A | -3.65% | |
AXP | A | -2.96% | |
LIN | C | -2.93% | |
MA | B | -2.89% | |
WMT | A | -2.48% | |
MCD | D | -2.47% | |
TSM | B | -2.39% | |
NEE | C | -2.37% | |
XOM | B | -2.21% | |
LOW | C | -2.18% | |
ABBV | F | -2.14% | |
PLD | F | -2.12% | |
TJX | A | -2.11% | |
SPGI | C | -2.08% | |
PM | B | -2.03% | |
CMCSA | B | -2.02% | |
CVX | A | -2.01% | |
ZTS | D | -2.01% | |
AMT | C | -1.98% | |
WEC | A | -1.83% | |
HON | C | -1.79% | |
PKG | A | -1.59% | |
PEP | F | -1.38% | |
MDLZ | F | -1.38% | |
UNP | C | -1.37% | |
NOC | D | -1.31% | |
NVO | F | -1.17% | |
SBUX | A | -1.14% | |
TXN | C | -0.95% |
IPDP: Top Represented Industries & Keywords
NDVG: Top Represented Industries & Keywords