IPDP vs. SOVF ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Sovereign's Capital Flourish Fund (SOVF)
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
SOVF
Sovereign's Capital Flourish Fund
SOVF Description
The fund invests primarily in common stock of publicly traded U.S. companies that are selected by the fund's investment adviser. The Adviser employs an active management strategy in seeking to achieve the fund"s objective.Grade (RS Rating)
Last Trade
$32.27
Average Daily Volume
12,200
79
Performance
| Period | IPDP | SOVF |
|---|---|---|
| 30 Days | 3.03% | 5.98% |
| 60 Days | 6.38% | 5.98% |
| 90 Days | 7.75% | 5.25% |
| 12 Months | 31.86% | 24.72% |
IPDP Overweight 43 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | 2.37% | |
| ACN | B | 2.36% | |
| AIT | B | 2.34% | |
| SYK | B | 2.33% | |
| AMP | A | 2.32% | |
| TT | A | 2.31% | |
| SNA | A | 2.31% | |
| HNI | B | 2.3% | |
| GWW | B | 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% | |
| AAPL | C | 2.25% | |
| ABM | B | 2.24% | |
| UNH | B | 2.23% | |
| ABT | B | 2.23% | |
| ETN | A | 2.22% | |
| RGA | A | 2.2% | |
| DOV | A | 2.2% | |
| APH | A | 2.17% | |
| ECL | D | 2.16% | |
| MMC | B | 2.16% | |
| DCI | B | 2.09% | |
| TROW | B | 2.04% | |
| JNJ | C | 2.02% | |
| WTS | B | 1.99% | |
| A | D | 1.78% | |
| AOS | F | 1.74% | |
| MSI | B | 1.72% | |
| KLAC | F | 1.68% | |
| GPC | D | 1.67% | |
| MRK | D | 1.52% | |
| ELV | F | 1.51% | |
| AVGO | D | 0.25% | |
| HD | B | 0.24% | |
| HPQ | B | 0.23% | |
| CSX | C | 0.22% |
IPDP Underweight 72 Positions Relative to SOVF
| Symbol | Grade | Weight | |
|---|---|---|---|
| GSHD | A | -3.58% | |
| PAYC | B | -2.85% | |
| ALKT | B | -2.83% | |
| PCTY | C | -2.72% | |
| PRI | B | -2.71% | |
| COKE | C | -2.69% | |
| LOPE | C | -2.69% | |
| CBRE | B | -2.63% | |
| FI | A | -2.55% | |
| DAVA | C | -2.5% | |
| PGR | A | -2.28% | |
| AFG | A | -2.28% | |
| LCII | C | -2.2% | |
| AJG | A | -2.01% | |
| PX | A | -2.0% | |
| TSN | B | -1.96% | |
| FOLD | F | -1.95% | |
| EEFT | B | -1.87% | |
| RJF | A | -1.82% | |
| MOH | F | -1.78% | |
| PPC | C | -1.67% | |
| BIGC | B | -1.62% | |
| DIOD | D | -1.57% | |
| KFY | B | -1.54% | |
| SBAC | D | -1.46% | |
| RPAY | D | -1.42% | |
| NHC | C | -1.39% | |
| COLM | C | -1.35% | |
| BDX | F | -1.31% | |
| APG | B | -1.29% | |
| FANG | C | -1.24% | |
| GEF | A | -1.23% | |
| SCHW | B | -1.17% | |
| DVN | F | -1.1% | |
| NEO | C | -1.09% | |
| ANET | C | -1.08% | |
| ITT | A | -1.05% | |
| BKH | A | -1.04% | |
| ADV | D | -1.01% | |
| VRRM | F | -1.0% | |
| APA | D | -1.0% | |
| SITE | F | -0.98% | |
| AWK | C | -0.91% | |
| AMED | F | -0.88% | |
| USFD | A | -0.85% | |
| PLOW | D | -0.7% | |
| INTC | C | -0.69% | |
| CSWI | B | -0.68% | |
| TFIN | B | -0.62% | |
| FAST | B | -0.58% | |
| SAIC | F | -0.57% | |
| SMCI | F | -0.57% | |
| WMT | A | -0.56% | |
| JBHT | C | -0.54% | |
| HCSG | C | -0.54% | |
| RMD | C | -0.52% | |
| ERIE | D | -0.52% | |
| VRSN | C | -0.5% | |
| WCN | A | -0.49% | |
| HUBS | A | -0.49% | |
| CPT | B | -0.49% | |
| GGG | B | -0.48% | |
| AZZ | A | -0.48% | |
| ORLY | B | -0.48% | |
| SPB | C | -0.47% | |
| CPRT | B | -0.47% | |
| SPTN | D | -0.46% | |
| JJSF | C | -0.45% | |
| SPSC | D | -0.45% | |
| KFRC | D | -0.43% | |
| NTAP | C | -0.42% | |
| OPCH | D | -0.37% |
IPDP: Top Represented Industries & Keywords
SOVF: Top Represented Industries & Keywords
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