IPDP vs. BEEZ ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Honeytree U.S. Equity ETF (BEEZ)
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
$20.56
Average Daily Volume
1,326
50
BEEZ
Honeytree U.S. Equity ETF
BEEZ Description
The fund is an actively managed exchange-traded fund ("ETF") sub-advised by Honeytree Investment Management Ltd. (the "Sub-Adviser"). The fund does not seek to replicate the performance of a specified index. The fund seeks to achieve its investment objective by investing at least 80% of the fund"s net assets, plus borrowings for investment purposes in a concentrated portfolio of large-cap and mid-cap U.S. listed equity stocks.Grade (RS Rating)
Last Trade
$32.81
Average Daily Volume
601
25
Performance
| Period | IPDP | BEEZ |
|---|---|---|
| 30 Days | 3.03% | 1.11% |
| 60 Days | 6.38% | 2.05% |
| 90 Days | 7.75% | 4.98% |
| 12 Months | 31.86% | 25.00% |
IPDP Overweight 46 Positions Relative to BEEZ
| Symbol | Grade | Weight | |
|---|---|---|---|
| CAH | B | 2.37% | |
| AIT | B | 2.34% | |
| SYK | B | 2.33% | |
| AMP | A | 2.32% | |
| CSCO | B | 2.32% | |
| TT | A | 2.31% | |
| SNA | A | 2.31% | |
| HNI | B | 2.3% | |
| GWW | B | 2.29% | |
| ADP | A | 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 | A | 2.26% | |
| APOG | C | 2.26% | |
| BRC | D | 2.25% | |
| AAPL | C | 2.25% | |
| ABM | B | 2.24% | |
| UNH | B | 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 | C | 2.14% | |
| DCI | B | 2.09% | |
| TROW | B | 2.04% | |
| JNJ | C | 2.02% | |
| UPS | C | 1.88% | |
| LECO | C | 1.87% | |
| AOS | F | 1.74% | |
| MSI | B | 1.72% | |
| KLAC | F | 1.68% | |
| GPC | D | 1.67% | |
| QCOM | F | 1.6% | |
| MRK | D | 1.52% | |
| NSP | F | 1.52% | |
| ELV | F | 1.51% | |
| AVGO | D | 0.25% | |
| HPQ | B | 0.23% | |
| CSX | C | 0.22% |
IPDP Underweight 21 Positions Relative to BEEZ
IPDP: Top Represented Industries & Keywords
BEEZ: Top Represented Industries & Keywords
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