CWS vs. IPDP ETF Comparison
Comparison of AdvisorShares Focused Equity ETF (CWS) to Dividend Performers ETF (IPDP)
CWS
AdvisorShares Focused Equity ETF
CWS Description
The AdvisorShares Focused Equity ETF seeks long-term capital appreciation. CWS aims to achieve its investment objective by investing primarily in a focused group of U.S. exchange-listed equity securities that the portfolio manager believes have favorable fundamental attributes.
Grade (RS Rating)
Last Trade
$61.46
Average Daily Volume
13,446
Number of Holdings
*
23
* 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
$17.87
Average Daily Volume
1,314
Number of Holdings
*
49
* may have additional holdings in another (foreign) market
Performance
Period | CWS | IPDP |
---|---|---|
30 Days | -1.79% | -3.61% |
60 Days | -1.27% | -0.36% |
90 Days | 1.12% | 3.49% |
12 Months | 22.89% | 29.12% |
CWS Overweight 20 Positions Relative to IPDP
CWS Underweight 46 Positions Relative to IPDP
Symbol | Grade | Weight | |
---|---|---|---|
ETN | A | -2.5% | |
AVGO | D | -2.41% | |
APOG | A | -2.38% | |
TT | A | -2.36% | |
DOV | A | -2.33% | |
HIG | D | -2.32% | |
QCOM | A | -2.26% | |
TRV | C | -2.23% | |
KLAC | B | -2.22% | |
DCI | B | -2.16% | |
ITT | D | -2.15% | |
CTAS | A | -2.15% | |
RGA | A | -2.15% | |
HI | F | -2.15% | |
MCK | C | -2.14% | |
GWW | D | -2.13% | |
A | C | -2.13% | |
GPC | B | -2.09% | |
ELV | B | -2.08% | |
SEIC | C | -2.04% | |
SHW | D | -2.02% | |
BRC | B | -2.01% | |
FAST | D | -2.01% | |
AIT | C | -1.98% | |
MSI | A | -1.97% | |
AOS | D | -1.96% | |
HD | D | -1.94% | |
CSX | D | -1.94% | |
ABM | B | -1.92% | |
ADP | D | -1.91% | |
PAYX | D | -1.87% | |
WTS | C | -1.85% | |
ROK | F | -1.81% | |
MMC | D | -1.81% | |
CAH | F | -1.8% | |
CSCO | F | -1.79% | |
UPS | F | -1.79% | |
JNJ | F | -1.77% | |
NSP | D | -1.76% | |
SNA | D | -1.76% | |
CHE | F | -1.75% | |
ACN | F | -1.69% | |
UNH | C | -1.64% | |
AAPL | C | -1.6% | |
GL | F | -1.15% | |
HUM | F | -1.08% |
CWS: Top Represented Industries & Keywords
Industries:
Business Services
Capital Markets
Medical Devices
Aerospace & Defense
Auto Parts
Chemicals
Confectioners
Credit Services
Diagnostics & Research
Electronic Components
Financial Data & Stock Exchanges
Information Technology Services
Insurance - Life
Packaging & Containers
Recreational Vehicles
Rental & Leasing Services
Software - Application
Software - Infrastructure
Specialty Industrial Machinery
Utilities - Regulated Water
IPDP: Top Represented Industries & Keywords
Industries:
Diversified Industrials
Business Services
Health Care Plans
Industrial Distribution
Communication Equipment
Medical Devices
Medical Distribution
Semiconductors
Specialty Industrial Machinery
Asset Management
Building Materials
Consumer Electronics
Diagnostics & Research
Drug Manufacturers - Major
Electronic Components
Home Improvement Stores
Information Technology Services
Insurance - Diversified
Insurance - Life
Insurance - Property & Casualty