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
49
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
50
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% |
IPDP: Top Represented Industries & Keywords
XSHD: Top Represented Industries & Keywords