IPDP vs. XSHD ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to PowerShares S&P SmallCap High Dividend Low Volatility Portfolio (XSHD)
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

$18.49

Average Daily Volume

2,090

Number of Holdings *

49

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

PowerShares S&P SmallCap High Dividend Low Volatility Portfolio

XSHD Description The PowerShares S&P SmallCap High Dividend Low Volatility Portfolio is based on the S&P SmallCap 600 Low Volatility High Dividend Index. The Fund will invest at least 90% of its total assets in securities that comprise the Index. The Index is composed of 60 securities in the S&P SmallCap 600 Index that have historically provided high dividend yields with lower volatility over the past 12 months. Volatility is a statistical measurement of the magnitude of up and down asset price fluctuations over time. The Fund and the Index are rebalanced and reconstituted semi-annually on the last business day in January and July.

Grade (RS Rating)

Last Trade

$14.85

Average Daily Volume

25,399

Number of Holdings *

50

* may have additional holdings in another (foreign) market
Performance
Period IPDP XSHD
30 Days 2.03% 4.73%
60 Days 1.40% 0.96%
90 Days 5.79% 3.89%
12 Months 20.76% -3.25%
1 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in XSHD Overlap
HNI A 2.05% 1.2% 1.2%
IPDP Overweight 48 Positions Relative to XSHD
Symbol Grade Weight
AVGO B 2.54%
AAPL B 2.41%
KLAC B 2.27%
HPQ C 2.17%
MCK C 2.14%
MSI B 2.13%
ABM B 2.11%
ECL A 2.1%
HD C 2.08%
QCOM C 2.07%
MMC A 2.06%
APH B 2.05%
CTAS B 2.05%
CAH F 2.04%
SYK C 2.02%
TT A 2.02%
BRO B 2.01%
CSX C 1.99%
BRC C 1.99%
CSCO D 1.97%
ABT D 1.97%
TROW B 1.97%
AMP B 1.97%
ACN D 1.97%
HIG C 1.96%
RGA A 1.96%
ELV C 1.95%
MRK C 1.94%
AOS C 1.93%
SEIC C 1.93%
AIT C 1.92%
JNJ D 1.92%
ETN C 1.92%
GWW D 1.92%
UPS F 1.91%
TRV D 1.91%
UNH D 1.9%
DCI D 1.9%
DOV C 1.9%
SNA D 1.89%
APOG D 1.87%
ADP F 1.86%
IEX D 1.82%
GPC D 1.8%
NSP F 1.75%
WTS D 1.69%
A D 1.67%
LECO F 1.66%
IPDP Underweight 49 Positions Relative to XSHD
Symbol Grade Weight
HIW B -3.59%
OGN C -3.5%
EFC A -3.21%
IIPR A -3.03%
CALM A -2.99%
BXMT C -2.94%
RC C -2.92%
ARI C -2.91%
GNL C -2.78%
DEA B -2.76%
VGR C -2.48%
KREF D -2.45%
KW D -2.45%
DLX C -2.22%
CWEN D -2.17%
SVC F -2.15%
CVI F -2.06%
AVA D -1.9%
AROC A -1.8%
NUS F -1.71%
NWN C -1.66%
TRN D -1.64%
NOG C -1.61%
XRX F -1.47%
MOV D -1.45%
ETD D -1.45%
UVV D -1.38%
CBRL F -1.36%
ENR C -1.28%
CCOI D -1.26%
BHE C -1.24%
UTL A -1.19%
DIN F -1.18%
PINC F -1.14%
SPTN D -1.1%
SXT B -1.09%
SXC C -1.09%
KMT D -1.07%
SLVM D -1.07%
SEM A -1.04%
HP D -1.0%
NHC B -1.0%
FDP D -0.91%
CPK C -0.81%
SEE D -0.78%
CRC C -0.78%
SJW D -0.75%
MYE F -0.7%
CMP F -0.42%
Compare ETFs