IPDP vs. YLDE ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to ClearBridge Dividend Strategy ESG ETF (YLDE)
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
$20.77
Average Daily Volume
1,324
50
YLDE
ClearBridge Dividend Strategy ESG ETF
YLDE Description
The investment seeks dividend income, growth of dividend income and long-term capital appreciation. Under normal circumstances, the fund will invest at least 80% of its net assets, plus borrowings for investment purposes, if any, in dividend-paying stocks or other instruments with similar economic characteristics that offer the potential for income growth and capital appreciation over time and that meet its financial and environmental, social and governance (ESG) criteria. The fund may also invest in companies that the subadviser believes are making substantial progress toward becoming a leader in ESG policies.Grade (RS Rating)
Last Trade
$52.87
Average Daily Volume
3,143
50
Performance
| Period | IPDP | YLDE |
|---|---|---|
| 30 Days | 5.99% | 3.07% |
| 60 Days | 7.03% | 5.04% |
| 90 Days | 8.82% | 8.07% |
| 12 Months | 33.16% | 24.75% |
IPDP Overweight 44 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| MCK | B | 2.04% | |
| HIG | B | 2.03% | |
| RTX | C | 2.02% | |
| ALL | A | 2.02% | |
| ABT | B | 2.02% | |
| CTAS | B | 2.02% | |
| ORI | A | 2.02% | |
| MMC | B | 2.01% | |
| TT | A | 2.01% | |
| SYK | C | 2.01% | |
| MSI | B | 2.0% | |
| COR | B | 2.0% | |
| AMP | A | 2.0% | |
| CSGS | B | 2.0% | |
| ABM | B | 2.0% | |
| SNA | A | 2.0% | |
| BRO | B | 2.0% | |
| HNI | B | 2.0% | |
| GWW | B | 2.0% | |
| THG | A | 2.0% | |
| CAH | B | 1.99% | |
| PRI | A | 1.99% | |
| FAST | B | 1.99% | |
| ETN | A | 1.99% | |
| A | D | 1.98% | |
| ADP | B | 1.98% | |
| ABBV | D | 1.98% | |
| RGA | A | 1.98% | |
| AOS | F | 1.97% | |
| ACN | C | 1.97% | |
| APH | A | 1.96% | |
| DCI | B | 1.96% | |
| LECO | B | 1.96% | |
| APOG | B | 1.96% | |
| SEIC | B | 1.96% | |
| DOV | A | 1.96% | |
| AIT | A | 1.96% | |
| TROW | B | 1.96% | |
| IEX | B | 1.95% | |
| WTS | B | 1.95% | |
| ECL | D | 1.95% | |
| KLAC | D | 1.92% | |
| BRC | D | 1.9% | |
| QCOM | F | 1.88% |
IPDP Underweight 44 Positions Relative to YLDE
| Symbol | Grade | Weight | |
|---|---|---|---|
| WMB | A | -4.25% | |
| MSFT | F | -3.69% | |
| SRE | A | -3.56% | |
| JPM | A | -3.36% | |
| APO | B | -3.25% | |
| CMCSA | B | -2.98% | |
| BDX | F | -2.95% | |
| TMUS | B | -2.85% | |
| V | A | -2.77% | |
| AVGO | D | -2.57% | |
| KMI | A | -2.51% | |
| LIN | D | -2.43% | |
| ORCL | B | -2.41% | |
| VMC | B | -2.3% | |
| COF | B | -2.06% | |
| MET | A | -1.99% | |
| AVB | B | -1.91% | |
| GOOGL | C | -1.88% | |
| KO | D | -1.84% | |
| HLN | D | -1.73% | |
| AMT | D | -1.68% | |
| UNP | C | -1.64% | |
| PG | A | -1.61% | |
| HON | B | -1.58% | |
| WM | A | -1.55% | |
| SAP | B | -1.54% | |
| EQT | B | -1.51% | |
| HD | A | -1.48% | |
| APD | A | -1.46% | |
| EIX | B | -1.44% | |
| PNC | B | -1.3% | |
| DTE | C | -1.25% | |
| SBUX | A | -1.14% | |
| AZN | D | -1.09% | |
| PSA | D | -1.02% | |
| FCX | D | -0.96% | |
| PPG | F | -0.88% | |
| AIG | B | -0.87% | |
| DIS | B | -0.86% | |
| NUE | C | -0.85% | |
| GILD | C | -0.78% | |
| GM | B | -0.76% | |
| TXN | C | -0.65% | |
| UPS | C | -0.47% |
IPDP: Top Represented Industries & Keywords
YLDE: Top Represented Industries & Keywords
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