IPDP vs. MDPL ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to Monarch Dividend Plus Index ETF (MDPL)
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

Number of Holdings *

50

* may have additional holdings in another (foreign) market
MDPL

Monarch Dividend Plus Index ETF

MDPL Description MPDL tracks an equal-weighted index of 30 dividend-paying US stocks that are expected to provide dividend income and capital appreciation.

Grade (RS Rating)

Last Trade

$27.32

Average Daily Volume

4,985

Number of Holdings *

30

* may have additional holdings in another (foreign) market
Performance
Period IPDP MDPL
30 Days 5.99% 3.67%
60 Days 7.03% 2.66%
90 Days 8.82% 3.80%
12 Months 33.16%
4 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in MDPL Overlap
ELV F 1.51% 3.21% 1.51%
GPC D 1.67% 3.44% 1.67%
JNJ D 2.02% 3.37% 2.02%
MRK F 1.52% 3.18% 1.52%
IPDP Overweight 46 Positions Relative to MDPL
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%
HNI B 2.3%
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%
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%
QCOM F 1.6%
NSP D 1.52%
AVGO D 0.25%
HD A 0.24%
HPQ B 0.23%
CSX B 0.22%
IPDP Underweight 26 Positions Relative to MDPL
Symbol Grade Weight
OVV B -3.53%
TAP C -3.52%
OC A -3.47%
CVS D -3.42%
CI F -3.41%
FANG D -3.39%
DG F -3.39%
AMCR D -3.36%
WTW B -3.35%
CABO C -3.34%
ALSN B -3.34%
SSNC B -3.33%
SON D -3.33%
CMCSA B -3.32%
NXST C -3.31%
MKTX D -3.3%
RGLD C -3.3%
G B -3.29%
HSY F -3.28%
KR B -3.28%
GPK C -3.26%
SJM D -3.24%
CTSH B -3.24%
STLD B -3.21%
CAG D -3.17%
IPG D -3.12%
Compare ETFs