WLTG vs. IPDP ETF Comparison
Comparison of WealthTrust DBS Long Term Growth ETF (WLTG) to Dividend Performers ETF (IPDP)
WLTG
WealthTrust DBS Long Term Growth ETF
WLTG Description
The fund seeks long-term growth of capital and providing dividend income. The Fund’s investment strategy is based on the belief that long term superior performance of a portfolio is driven by two factors: tactical allocation- accomplished by identifying positive trends for asset classes, sectors, and industries; and equity stock selection- based on quantitative analysis with an emphasis on earnings.
Grade (RS Rating)
Last Trade
$30.21
Average Daily Volume
2,240
Number of Holdings
*
34
* may have additional holdings in another (foreign) market
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
$20.68
Average Daily Volume
858
Number of Holdings
*
50
* may have additional holdings in another (foreign) market
Performance
| Period | WLTG | IPDP |
|---|---|---|
| 30 Days | 2.01% | 3.10% |
| 60 Days | 6.97% | 8.56% |
| 90 Days | 9.05% | 10.81% |
| 12 Months | 36.48% | 33.76% |
WLTG Overweight 32 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| BILS | A | 11.45% | |
| QQQ | A | 11.4% | |
| RSP | A | 6.56% | |
| AMZN | A | 4.13% | |
| META | B | 3.95% | |
| NVDA | B | 3.47% | |
| NFLX | A | 3.34% | |
| RCL | A | 3.06% | |
| GOOGL | B | 2.83% | |
| LNG | B | 2.65% | |
| IWB | A | 2.49% | |
| LLY | F | 2.49% | |
| VRT | B | 2.35% | |
| MSFT | C | 2.15% | |
| IBKR | A | 2.02% | |
| EME | B | 1.94% | |
| COST | B | 1.89% | |
| SYF | B | 1.71% | |
| PGR | A | 1.67% | |
| LHX | A | 1.57% | |
| HAL | C | 1.55% | |
| BLDR | D | 1.55% | |
| PHM | D | 1.53% | |
| CAT | C | 1.53% | |
| BK | B | 1.51% | |
| RTX | C | 1.45% | |
| LEN | D | 1.27% | |
| LDOS | B | 1.19% | |
| TSM | C | 1.19% | |
| REGN | F | 0.98% | |
| ARM | D | 0.89% | |
| VRTX | B | 0.03% |
WLTG Underweight 48 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| MSI | B | -2.34% | |
| HD | B | -2.27% | |
| SNA | A | -2.27% | |
| CTAS | A | -2.24% | |
| APOG | B | -2.23% | |
| CSCO | A | -2.23% | |
| AIT | A | -2.22% | |
| BRO | A | -2.2% | |
| AMP | A | -2.2% | |
| CAH | A | -2.2% | |
| HNI | B | -2.18% | |
| ADP | A | -2.17% | |
| ABM | B | -2.16% | |
| GWW | B | -2.16% | |
| TT | A | -2.15% | |
| ACN | C | -2.13% | |
| TRV | B | -2.13% | |
| ABT | C | -2.13% | |
| SEIC | A | -2.11% | |
| SYK | A | -2.08% | |
| HPQ | B | -2.07% | |
| HIG | C | -2.06% | |
| COR | A | -2.05% | |
| UNH | B | -2.03% | |
| BRC | A | -2.02% | |
| ECL | C | -1.99% | |
| MMC | C | -1.99% | |
| JNJ | D | -1.96% | |
| APH | B | -1.92% | |
| IEX | B | -1.91% | |
| DOV | A | -1.91% | |
| RGA | A | -1.89% | |
| DCI | A | -1.88% | |
| ETN | A | -1.87% | |
| CSX | B | -1.86% | |
| TROW | B | -1.81% | |
| MCK | A | -1.79% | |
| UPS | C | -1.76% | |
| WTS | B | -1.74% | |
| A | F | -1.73% | |
| AOS | F | -1.68% | |
| LECO | C | -1.66% | |
| KLAC | F | -1.64% | |
| QCOM | F | -1.55% | |
| GPC | D | -1.47% | |
| MRK | F | -1.47% | |
| ELV | F | -1.45% | |
| NSP | F | -1.4% |
WLTG: Top Represented Industries & Keywords
Industries:
Semiconductors
Biotechnology
Internet Content & Information
Residential Construction
Aerospace & Defense
Asset Management
Building Materials
Capital Markets
Communication Equipment
Conglomerates
Consumer Electronics
Credit Services
Discount Stores
Drug Manufacturers - Major
Engineering & Construction
Farm & Construction Equipment
Information Technology Services
Insurance - Property & Casualty
Leisure
Media - Diversified
IPDP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Asset Management
Business Services
Medical Distribution
Communication Equipment
Drug Manufacturers - Major
Health Care Plans
Industrial Distribution
Insurance Brokers
Medical Devices
Semiconductors
Specialty Industrial Machinery
Tools & Accessories
Building Materials
Business Equipment
Computer Systems
Consumer Electronics
Diagnostics & Research
Electronic Components
Home Improvement Stores
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