IPDP vs. NDVG ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to Nuveen Dividend Growth ETF (NDVG)
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
NDVG

Nuveen Dividend Growth ETF

NDVG Description The investment seeks an attractive total return comprised of income from dividends and long-term capital appreciation. Under normal market conditions, the fund invests at least 80% of the sum of its net assets and the amount of any borrowings for investment purposes in dividend-paying exchange-traded equity securities, which include common stocks and preferred securities. It may invest in small-, mid- and large-cap companies. The fund may invest up to 25% of its net assets in non- U.S. exchange-traded equity securities that are U.S. dollar-denominated.

Grade (RS Rating)

Last Trade

$33.44

Average Daily Volume

1,543

Number of Holdings *

41

* may have additional holdings in another (foreign) market
Performance
Period IPDP NDVG
30 Days 5.99% 0.42%
60 Days 7.03% 1.67%
90 Days 8.82% 4.01%
12 Months 33.16% 26.33%
11 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in NDVG Overlap
AAPL C 2.25% 7.32% 2.25%
ABT B 2.23% 2.17% 2.17%
ACN C 2.36% 2.83% 2.36%
APH A 2.17% 2.04% 2.04%
AVGO D 0.25% 4.38% 0.25%
ELV F 1.51% 1.49% 1.49%
ETN A 2.22% 2.4% 2.22%
MMC B 2.16% 2.19% 2.16%
MSI B 1.72% 3.25% 1.72%
TT A 2.31% 2.13% 2.13%
UNH C 2.23% 3.23% 2.23%
IPDP Overweight 39 Positions Relative to NDVG
Symbol Grade Weight
CAH B 2.37%
AIT A 2.34%
SYK C 2.33%
AMP A 2.32%
CSCO B 2.32%
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%
ABM B 2.24%
RGA A 2.2%
DOV A 2.2%
ECL D 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%
KLAC D 1.68%
GPC D 1.67%
QCOM F 1.6%
MRK F 1.52%
NSP D 1.52%
HD A 0.24%
HPQ B 0.23%
CSX B 0.22%
IPDP Underweight 30 Positions Relative to NDVG
Symbol Grade Weight
MSFT F -7.64%
JPM A -3.65%
AXP A -2.96%
LIN D -2.93%
MA C -2.89%
WMT A -2.48%
MCD D -2.47%
TSM B -2.39%
NEE D -2.37%
XOM B -2.21%
LOW D -2.18%
ABBV D -2.14%
PLD D -2.12%
TJX A -2.11%
SPGI C -2.08%
PM B -2.03%
CMCSA B -2.02%
CVX A -2.01%
ZTS D -2.01%
AMT D -1.98%
WEC A -1.83%
HON B -1.79%
PKG A -1.59%
PEP F -1.38%
MDLZ F -1.38%
UNP C -1.37%
NOC D -1.31%
NVO D -1.17%
SBUX A -1.14%
TXN C -0.95%
Compare ETFs