XPND vs. IPDP ETF Comparison

Comparison of First Trust Expanded Technology ETF (XPND) to Dividend Performers ETF (IPDP)
XPND

First Trust Expanded Technology ETF

XPND Description

The investment seeks to provide long-term capital appreciation. The fund will invest at least 80% of its net assets in the common stocks of companies identified by it?s investment advisor as either information technology companies or consumer discretionary and communication services companies whose operations are principally derived from and/or dependent upon technology (such companies are collectively referred to herein as ?Expanded Technology Companies?). The fund?s investments will be concentrated (i.e., invest more than 25% of fund assets) in the industries or group of industries comprising the information technology sector. It is non-diversified.

Grade (RS Rating)

Last Trade

$27.83

Average Daily Volume

2,359

Number of Holdings *

48

* 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

$19.32

Average Daily Volume

804

Number of Holdings *

49

* may have additional holdings in another (foreign) market
Performance
Period XPND IPDP
30 Days -0.83% 1.78%
60 Days 2.09% 3.93%
90 Days -1.56% 4.48%
12 Months 32.15% 27.66%
6 Overlapping Holdings
Symbol Grade Weight in XPND Weight in IPDP Overlap
AAPL D 4.38% 2.27% 2.27%
APH D 1.45% 1.77% 1.45%
AVGO C 4.55% 1.98% 1.98%
KLAC D 1.88% 1.81% 1.81%
MSI C 1.4% 2.32% 1.4%
QCOM D 3.5% 1.55% 1.55%
XPND Overweight 42 Positions Relative to IPDP
Symbol Grade Weight
ORCL B 5.15%
V B 4.65%
MSFT C 4.61%
ADBE D 4.6%
MA B 4.59%
META A 4.54%
CRM D 4.51%
NVDA D 4.5%
TMUS C 4.49%
GOOGL D 4.27%
IBM B 3.71%
NOW A 3.47%
INTU D 3.44%
TXN C 3.4%
AMAT D 2.87%
PANW D 2.13%
ANET B 2.12%
LRCX F 1.85%
PYPL B 1.37%
WDAY D 1.26%
MRVL C 1.22%
CRWD F 1.2%
ADSK B 1.06%
CHTR D 0.92%
APP B 0.28%
IT B 0.26%
OMC A 0.25%
TDY C 0.25%
TYL C 0.25%
MANH B 0.25%
WMG D 0.25%
FOXA B 0.24%
BSY D 0.24%
PTC D 0.24%
EA D 0.24%
MPWR C 0.24%
NTAP D 0.24%
CDW D 0.24%
CPAY B 0.24%
SWKS F 0.23%
TER D 0.23%
HPE D 0.22%
XPND Underweight 43 Positions Relative to IPDP
Symbol Grade Weight
CAH C -2.3%
CTAS C -2.25%
UNH C -2.24%
HIG A -2.24%
BRO C -2.23%
HNI B -2.21%
ABT C -2.18%
ACN C -2.18%
TRV B -2.18%
HD B -2.17%
MMC C -2.15%
ADP B -2.13%
JNJ B -2.13%
SYK C -2.12%
BRC B -2.12%
ECL B -2.09%
ABM D -2.05%
HPQ D -2.03%
TT B -2.03%
CSCO B -2.01%
GWW B -1.98%
SNA B -1.97%
RGA B -1.97%
CSX D -1.95%
ELV C -1.95%
AMP B -1.95%
AIT C -1.94%
SEIC B -1.91%
DOV B -1.87%
APOG B -1.86%
DCI D -1.84%
AOS C -1.8%
GPC D -1.79%
MCK F -1.79%
A C -1.77%
IEX D -1.77%
UPS D -1.76%
WTS C -1.75%
TROW D -1.73%
MRK D -1.73%
ETN C -1.69%
NSP D -1.65%
LECO F -1.51%
Compare ETFs