CSB vs. IPDP ETF Comparison
Comparison of Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF (CSB) to Dividend Performers ETF (IPDP)
CSB
Compass EMP US Small Cap High Dividend 100 Volatility Weighted Index ETF
CSB Description
CSB's take on the US small-cap space mirrors that of its large-cap sibling, CDL. To qualify for this fund, a company must be among the 500 largest US companies under 3 billion USD in market cap and must have positive earnings for the four most recent quarters. The index selects the 100 highest dividend-yielding stocks from this group and weights them by inverse volatility, giving overweight to low-vol stocks. The index applies 20% country cap and 25% sector cap with semi-annual reconstitution starting each March. The funds closest peers are sibling funds: CSA, which has the same exposure but without the dividend yield screen, and CSF with a cash toggle feature during downturns.
Grade (RS Rating)
Last Trade
$63.96
Average Daily Volume
12,618
97
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
Performance
| Period | CSB | IPDP |
|---|---|---|
| 30 Days | 8.97% | 5.99% |
| 60 Days | 9.39% | 7.03% |
| 90 Days | 10.15% | 8.82% |
| 12 Months | 30.73% | 33.16% |
CSB Overweight 95 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| DTM | B | 2.12% | |
| IDA | A | 1.75% | |
| FHI | A | 1.69% | |
| SR | A | 1.53% | |
| PNM | F | 1.5% | |
| NJR | A | 1.48% | |
| NFG | A | 1.46% | |
| KNTK | B | 1.43% | |
| NWE | B | 1.41% | |
| BKH | A | 1.4% | |
| POR | C | 1.38% | |
| FLO | D | 1.37% | |
| OGS | A | 1.37% | |
| CALM | A | 1.36% | |
| AWR | B | 1.36% | |
| PINC | B | 1.33% | |
| AVA | A | 1.26% | |
| WEN | D | 1.25% | |
| TGNA | B | 1.23% | |
| GEF | A | 1.22% | |
| ENR | B | 1.21% | |
| SON | D | 1.2% | |
| FHB | A | 1.2% | |
| SWX | B | 1.2% | |
| AVT | C | 1.15% | |
| KMT | B | 1.14% | |
| WMG | C | 1.12% | |
| SJW | D | 1.12% | |
| ASB | B | 1.12% | |
| SXT | B | 1.11% | |
| NWBI | B | 1.11% | |
| MSM | C | 1.1% | |
| BANR | B | 1.1% | |
| WU | D | 1.07% | |
| FFBC | A | 1.07% | |
| KTB | B | 1.05% | |
| TNL | A | 1.05% | |
| APAM | B | 1.04% | |
| BOH | B | 1.03% | |
| UBSI | B | 1.03% | |
| FRME | B | 1.01% | |
| CVBF | A | 1.01% | |
| SNV | B | 1.0% | |
| WSBC | A | 0.99% | |
| WKC | D | 0.99% | |
| AROC | B | 0.99% | |
| FULT | A | 0.99% | |
| CAKE | C | 0.97% | |
| AUB | B | 0.95% | |
| NOG | A | 0.94% | |
| SFNC | B | 0.94% | |
| MC | C | 0.93% | |
| BKE | B | 0.93% | |
| CCOI | B | 0.92% | |
| MAN | D | 0.91% | |
| OTTR | C | 0.91% | |
| INDB | B | 0.9% | |
| SEE | C | 0.88% | |
| LNC | B | 0.88% | |
| NAVI | C | 0.87% | |
| TRN | C | 0.87% | |
| FIBK | A | 0.86% | |
| VAC | B | 0.85% | |
| PFS | B | 0.85% | |
| CWEN | C | 0.84% | |
| UGI | A | 0.84% | |
| CRI | D | 0.84% | |
| UPBD | B | 0.83% | |
| OZK | B | 0.82% | |
| CRGY | B | 0.82% | |
| PDCO | D | 0.8% | |
| HP | B | 0.79% | |
| IPAR | B | 0.78% | |
| INSW | F | 0.77% | |
| CRC | B | 0.77% | |
| HEES | B | 0.76% | |
| COLB | A | 0.75% | |
| CABO | C | 0.72% | |
| AESI | B | 0.72% | |
| VLY | B | 0.72% | |
| STRA | C | 0.71% | |
| LCII | C | 0.67% | |
| PTVE | B | 0.66% | |
| PII | D | 0.65% | |
| AEO | F | 0.65% | |
| PTEN | C | 0.63% | |
| LEVI | F | 0.6% | |
| CVI | F | 0.6% | |
| JWN | C | 0.6% | |
| M | D | 0.59% | |
| AAP | C | 0.55% | |
| MLKN | D | 0.55% | |
| KSS | F | 0.46% | |
| OGN | D | 0.45% | |
| CC | C | 0.44% |
CSB Underweight 48 Positions Relative to IPDP
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | -2.37% | |
| ACN | C | -2.36% | |
| AIT | A | -2.34% | |
| SYK | C | -2.33% | |
| AMP | A | -2.32% | |
| CSCO | B | -2.32% | |
| TT | A | -2.31% | |
| SNA | A | -2.31% | |
| GWW | B | -2.29% | |
| ADP | B | -2.29% | |
| COR | B | -2.28% | |
| SEIC | B | -2.28% | |
| HIG | B | -2.27% | |
| TRV | B | -2.27% | |
| CTAS | B | -2.27% | |
| BRO | B | -2.27% | |
| MCK | B | -2.26% | |
| APOG | B | -2.26% | |
| BRC | D | -2.25% | |
| AAPL | C | -2.25% | |
| ABM | B | -2.24% | |
| UNH | C | -2.23% | |
| ABT | B | -2.23% | |
| ETN | A | -2.22% | |
| RGA | A | -2.2% | |
| DOV | A | -2.2% | |
| APH | A | -2.17% | |
| ECL | D | -2.16% | |
| MMC | B | -2.16% | |
| IEX | B | -2.14% | |
| DCI | B | -2.09% | |
| TROW | B | -2.04% | |
| JNJ | D | -2.02% | |
| WTS | B | -1.99% | |
| UPS | C | -1.88% | |
| LECO | B | -1.87% | |
| A | D | -1.78% | |
| AOS | F | -1.74% | |
| MSI | B | -1.72% | |
| KLAC | D | -1.68% | |
| GPC | D | -1.67% | |
| QCOM | F | -1.6% | |
| MRK | F | -1.52% | |
| ELV | F | -1.51% | |
| AVGO | D | -0.25% | |
| HD | A | -0.24% | |
| HPQ | B | -0.23% | |
| CSX | B | -0.22% |
CSB: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords
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