ESGX vs. IPDP ETF Comparison
Comparison of Tuttle Capital Shareholders First Index ETF (ESGX) to Dividend Performers ETF (IPDP)
ESGX
Tuttle Capital Shareholders First Index ETF
ESGX Description
ESGX invests in US-listed companies determined to have high shareholder value, unencumbered by ESG restrictions, such as political stances or conforming to a greater social goal of stakeholder capitalism. Using a proprietary methodology, the fund assigns stocks with shareholder value creation and financial metric scores. The shareholder value creation score considers information on corporate donations, advocacy, activities, and policies gathered from different data sources. The financial metrics score separately calculates a securitys one-year and five-year price performance, closing price, cash, revenue, debt-to-equity ratio, average dividend yield, profit margin, and market capitalization. Companies are ranked according to the highest shareholder value creation and financial metric scores. The fund selects and weights 50 companies from the resulting sets of filtered companies. The index is rebalanced and reconstituted quarterly.
Grade (RS Rating)
Last Trade
$26.60
Average Daily Volume
97
49
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
$20.90
Average Daily Volume
1,335
50
Performance
Period | ESGX | IPDP |
---|---|---|
30 Days | 5.64% | 7.21% |
60 Days | 4.22% | 6.87% |
90 Days | 9.59% | |
12 Months | 33.58% |
ESGX Overweight 47 Positions Relative to IPDP
Symbol | Grade | Weight | |
---|---|---|---|
GTLS | B | 2.58% | |
VTRS | B | 2.48% | |
GEF | B | 2.36% | |
TYL | A | 2.36% | |
RLI | A | 2.35% | |
WST | C | 2.33% | |
NWS | B | 2.33% | |
EVRG | A | 2.28% | |
VNO | B | 2.27% | |
SLGN | A | 2.22% | |
TPX | A | 2.21% | |
JBHT | C | 2.21% | |
PNR | B | 2.17% | |
VRSN | F | 2.14% | |
KIM | A | 2.11% | |
SYY | C | 2.11% | |
PNW | B | 2.09% | |
FFIV | A | 2.09% | |
KEYS | B | 2.08% | |
IBOC | B | 2.06% | |
EHC | B | 2.06% | |
DXCM | C | 2.04% | |
TDY | B | 2.03% | |
SYNA | C | 2.0% | |
ROL | B | 2.0% | |
MANH | C | 1.92% | |
CNP | A | 1.91% | |
FRT | A | 1.91% | |
HST | C | 1.89% | |
RVTY | D | 1.88% | |
MAA | B | 1.86% | |
POOL | C | 1.84% | |
LKQ | D | 1.82% | |
SWKS | F | 1.8% | |
O | D | 1.79% | |
POST | B | 1.78% | |
STE | F | 1.75% | |
GPC | D | 1.71% | |
WEX | F | 1.7% | |
MCHP | F | 1.69% | |
KNSL | B | 1.69% | |
EGP | D | 1.68% | |
LNTH | D | 1.63% | |
BCO | D | 1.53% | |
HII | F | 1.42% | |
QRVO | F | 1.19% | |
ENPH | F | 1.1% |
ESGX Underweight 48 Positions Relative to IPDP
Symbol | Grade | Weight | |
---|---|---|---|
MCK | C | -2.04% | |
UNH | B | -2.03% | |
HIG | B | -2.03% | |
RTX | D | -2.02% | |
ALL | B | -2.02% | |
ABT | B | -2.02% | |
CTAS | B | -2.02% | |
JNJ | D | -2.02% | |
ORI | A | -2.02% | |
MMC | A | -2.01% | |
TRV | B | -2.01% | |
TT | B | -2.01% | |
AAPL | B | -2.01% | |
SYK | C | -2.01% | |
MSI | C | -2.0% | |
COR | C | -2.0% | |
AMP | B | -2.0% | |
CSGS | B | -2.0% | |
ABM | B | -2.0% | |
SNA | A | -2.0% | |
BRO | B | -2.0% | |
HNI | B | -2.0% | |
GWW | A | -2.0% | |
THG | C | -2.0% | |
CAH | B | -1.99% | |
PRI | A | -1.99% | |
CSCO | 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% | |
MRK | F | -1.98% | |
AOS | D | -1.97% | |
ACN | B | -1.97% | |
APH | B | -1.96% | |
LECO | C | -1.96% | |
APOG | B | -1.96% | |
DOV | A | -1.96% | |
AIT | B | -1.96% | |
TROW | A | -1.96% | |
IEX | B | -1.95% | |
WTS | B | -1.95% | |
ECL | D | -1.95% | |
KLAC | F | -1.92% | |
BRC | C | -1.9% | |
QCOM | F | -1.88% |
ESGX: Top Represented Industries & Keywords
IPDP: Top Represented Industries & Keywords