IPDP vs. OCFS ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Professionally Managed Portfolios Otter Creek Focus Strategy ETF (OCFS)
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
$20.26
Average Daily Volume
1,326
50
OCFS
Professionally Managed Portfolios Otter Creek Focus Strategy ETF
OCFS Description
The fund is an actively-managed ETF that invests in U.S.-listed equity securities of small- and mid-capitalization companies. The fund invests primarily in publicly traded stocks of U.S. companies which the Advisor considers to have a small to mid-size market capitalization. The fund may invest up to 20% of its total assets in U.S. dollar denominated foreign equity securities, including through American Depositary Receipts ("ADRs") and Global Depositary Receipts ("GDRs") issued by U.S. depository banks, which are traded on U.S. exchanges.Grade (RS Rating)
Last Trade
$27.60
Average Daily Volume
1,237
20
Performance
| Period | IPDP | OCFS |
|---|---|---|
| 30 Days | 1.50% | -1.99% |
| 60 Days | 4.79% | 3.23% |
| 90 Days | 7.50% | 9.77% |
| 12 Months | 30.29% |
1 Overlapping Holdings
| Symbol | Grade | Weight in IPDP | Weight in OCFS | Overlap | |
|---|---|---|---|---|---|
| BRO | B | 2.27% | 3.78% | 2.27% |
IPDP Overweight 49 Positions Relative to OCFS
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | 2.37% | |
| ACN | B | 2.36% | |
| AIT | B | 2.34% | |
| SYK | A | 2.33% | |
| AMP | A | 2.32% | |
| CSCO | B | 2.32% | |
| TT | A | 2.31% | |
| SNA | B | 2.31% | |
| HNI | A | 2.3% | |
| GWW | B | 2.29% | |
| ADP | B | 2.29% | |
| COR | B | 2.28% | |
| SEIC | B | 2.28% | |
| HIG | A | 2.27% | |
| TRV | B | 2.27% | |
| CTAS | B | 2.27% | |
| MCK | A | 2.26% | |
| APOG | B | 2.26% | |
| BRC | C | 2.25% | |
| AAPL | C | 2.25% | |
| ABM | B | 2.24% | |
| UNH | B | 2.23% | |
| ABT | B | 2.23% | |
| ETN | B | 2.22% | |
| RGA | B | 2.2% | |
| DOV | B | 2.2% | |
| APH | B | 2.17% | |
| ECL | D | 2.16% | |
| MMC | D | 2.16% | |
| IEX | B | 2.14% | |
| DCI | B | 2.09% | |
| TROW | B | 2.04% | |
| JNJ | D | 2.02% | |
| WTS | B | 1.99% | |
| UPS | C | 1.88% | |
| LECO | C | 1.87% | |
| A | F | 1.78% | |
| AOS | F | 1.74% | |
| MSI | A | 1.72% | |
| KLAC | F | 1.68% | |
| GPC | F | 1.67% | |
| QCOM | F | 1.6% | |
| MRK | F | 1.52% | |
| NSP | F | 1.52% | |
| ELV | F | 1.51% | |
| AVGO | D | 0.25% | |
| HD | C | 0.24% | |
| HPQ | B | 0.23% | |
| CSX | C | 0.22% |
IPDP Underweight 19 Positions Relative to OCFS
IPDP: Top Represented Industries & Keywords
OCFS: Top Represented Industries & Keywords
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