IPDP vs. QLTY ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to GMO U.S. Quality ETF (QLTY)
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
$18.18
Average Daily Volume
2,131
49
QLTY
GMO U.S. Quality ETF
QLTY Description
QLTY seeks total return by investing in US companies deemed high quality. These companies are defined as having established businesses capable of delivering substantial returns on past investments, utilizing cash flows for high-return investments, or returning cash to shareholders through dividends or share buybacks. The investment strategy combines systematic factors like profitability and leverage, alongside judgmental factors such as assessments of future profitability and growth prospects. It may also use various valuation methodologies, including discounted cash flow analysis and multiples of price-to-earnings, revenues, book values, or other fundamental metrics, to acquire underrated stocks. Additionally, the fund may invest in other ETFs. The fund may also invest in the GMO U.S. Treasury Fund, and money market funds. Investment decisions are not constrained by portfolio turnover rates or benchmark considerations.Grade (RS Rating)
Last Trade
$31.32
Average Daily Volume
231,158
10
Performance
| Period | IPDP | QLTY |
|---|---|---|
| 30 Days | 1.02% | 5.49% |
| 60 Days | 2.76% | 7.41% |
| 90 Days | -0.95% | 7.67% |
| 12 Months | 19.39% |
IPDP Overweight 44 Positions Relative to QLTY
| Symbol | Grade | Weight | |
|---|---|---|---|
| AVGO | B | 2.31% | |
| MCK | B | 2.16% | |
| KLAC | B | 2.14% | |
| ABM | B | 2.13% | |
| HPQ | C | 2.13% | |
| MSI | B | 2.11% | |
| HD | C | 2.09% | |
| CAH | D | 2.09% | |
| ECL | B | 2.08% | |
| SYK | C | 2.06% | |
| CTAS | B | 2.05% | |
| HNI | B | 2.03% | |
| CSCO | D | 2.03% | |
| TT | B | 2.03% | |
| MMC | A | 2.03% | |
| APH | B | 2.03% | |
| HIG | C | 2.03% | |
| MRK | C | 2.01% | |
| BRO | B | 2.0% | |
| APOG | C | 1.99% | |
| TROW | C | 1.99% | |
| AMP | B | 1.99% | |
| BRC | B | 1.98% | |
| ELV | C | 1.98% | |
| CSX | D | 1.97% | |
| RGA | B | 1.97% | |
| AIT | B | 1.96% | |
| QCOM | B | 1.95% | |
| AOS | D | 1.95% | |
| TRV | D | 1.94% | |
| DOV | D | 1.93% | |
| DCI | D | 1.93% | |
| UPS | F | 1.91% | |
| SEIC | C | 1.91% | |
| GWW | C | 1.9% | |
| SNA | F | 1.9% | |
| ETN | C | 1.89% | |
| ADP | D | 1.89% | |
| IEX | F | 1.86% | |
| GPC | F | 1.86% | |
| NSP | F | 1.8% | |
| WTS | D | 1.74% | |
| A | D | 1.73% | |
| LECO | F | 1.67% |
IPDP: Top Represented Industries & Keywords
QLTY: Top Represented Industries & Keywords
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