IPDP vs. SXQG ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to 6 Meridian Quality Growth ETF (SXQG)
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

$19.45

Average Daily Volume

955

Number of Holdings *

49

* may have additional holdings in another (foreign) market
SXQG

6 Meridian Quality Growth ETF

SXQG Description The investment seeks capital appreciation. The fund is an actively managed exchange-traded fund (ETF) that seeks to achieve its investment objective primarily by investing in equity securities. It invests mainly in common stocks and may invest in the securities of companies of any capitalization. Currently, the Sub-Adviser expects to invest a significant portion of the fund's assets in the securities of companies in the health care and information technology sectors, although this may change from time to time. It is non-diversified.

Grade (RS Rating)

Last Trade

$30.52

Average Daily Volume

1,823

Number of Holdings *

78

* may have additional holdings in another (foreign) market
Performance
Period IPDP SXQG
30 Days 0.70% 0.75%
60 Days 6.95% 6.62%
90 Days 8.07% 1.31%
12 Months 36.14% 31.35%
3 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in SXQG Overlap
AAPL C 2.23% 4.76% 2.23%
CTAS B 2.22% 2.58% 2.22%
GWW A 2.02% 1.71% 1.71%
IPDP Overweight 46 Positions Relative to SXQG
Symbol Grade Weight
AVGO C 2.37%
MSI A 2.29%
HD A 2.26%
TT A 2.19%
HNI B 2.19%
HIG A 2.15%
BRO A 2.14%
CAH B 2.13%
BRC C 2.13%
CSCO A 2.09%
UNH B 2.08%
AIT B 2.08%
ACN B 2.07%
ECL B 2.06%
TRV C 2.06%
HPQ C 2.06%
ADP A 2.04%
SYK C 2.02%
ABT B 2.02%
ABM D 2.01%
MMC D 2.0%
AMP A 1.99%
JNJ D 1.97%
APOG B 1.96%
SNA A 1.94%
RGA C 1.94%
DOV C 1.91%
SEIC B 1.9%
AOS B 1.9%
KLAC B 1.89%
CSX D 1.86%
ETN C 1.84%
APH D 1.83%
DCI B 1.82%
IEX D 1.81%
WTS C 1.81%
ELV F 1.79%
GPC D 1.75%
A B 1.72%
TROW D 1.72%
UPS D 1.72%
MRK F 1.65%
MCK F 1.62%
NSP F 1.59%
LECO D 1.56%
QCOM D 1.56%
IPDP Underweight 75 Positions Relative to SXQG
Symbol Grade Weight
META A -5.29%
GOOGL B -5.2%
NVDA C -5.01%
MSFT D -4.7%
MA A -4.24%
V C -4.06%
PG C -4.06%
PGR C -3.83%
ISRG A -3.76%
TJX C -3.71%
ADBE F -3.65%
ANET A -3.56%
REGN D -3.46%
ITW A -2.81%
ADSK B -2.18%
APO A -2.1%
FTNT A -1.85%
CPRT B -1.78%
PAYX A -1.7%
LNG A -1.55%
FAST B -1.5%
IDXX D -1.48%
SYY B -1.47%
ODFL D -1.42%
DDOG D -1.4%
VEEV C -1.13%
PINS D -0.88%
DECK B -0.88%
TPL B -0.7%
EXPD C -0.7%
MANH C -0.62%
DT C -0.56%
ROL B -0.56%
DOCU B -0.52%
NBIX F -0.45%
INCY B -0.42%
HRB C -0.34%
CHE C -0.34%
MEDP F -0.34%
CROX C -0.33%
APPF C -0.31%
MLI C -0.31%
LNTH C -0.29%
SPSC D -0.28%
HALO D -0.28%
EXEL B -0.27%
AAON A -0.27%
CVLT C -0.25%
CWAN C -0.25%
BMI A -0.24%
INSP B -0.22%
CSWI B -0.2%
MGY B -0.2%
QLYS F -0.18%
KNTK B -0.18%
ALKS B -0.18%
FELE C -0.16%
LOPE D -0.16%
YETI B -0.14%
LRN C -0.14%
WDFC B -0.14%
CALM B -0.13%
SHOO A -0.13%
LANC F -0.13%
CRVL C -0.12%
LBRT F -0.12%
AGYS D -0.11%
YELP D -0.09%
EPAC C -0.09%
CPRX C -0.09%
PTGX C -0.09%
CNMD D -0.08%
GPOR B -0.07%
PGNY F -0.05%
NSSC F -0.05%
Compare ETFs