IPDP vs. RFDA ETF Comparison

Comparison of Dividend Performers ETF (IPDP) to RiverFront Dynamic US Dividend Advantage ETF (RFDA)
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

$19.37

Average Daily Volume

940

Number of Holdings *

50

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

RiverFront Dynamic US Dividend Advantage ETF

RFDA Description The Fund seeks to provide capital appreciation and dividend income. RiverFront Dynamic US Dividend Advantage is an Actively Managed ETF and does not follow an index.

Grade (RS Rating)

Last Trade

$54.66

Average Daily Volume

1,683

Number of Holdings *

69

* may have additional holdings in another (foreign) market
Performance
Period IPDP RFDA
30 Days -0.38% 0.63%
60 Days 0.32% 0.61%
90 Days 6.54% 5.65%
12 Months 31.85% 27.78%
4 Overlapping Holdings
Symbol Grade Weight in IPDP Weight in RFDA Overlap
AAPL C 2.29% 8.4% 2.29%
APOG A 2.2% 1.35% 1.35%
CSCO B 2.19% 1.76% 1.76%
QCOM D 1.59% 1.24% 1.24%
IPDP Overweight 46 Positions Relative to RFDA
Symbol Grade Weight
AVGO B 2.32%
MSI B 2.31%
HD B 2.29%
SNA A 2.26%
CTAS B 2.23%
ACN C 2.21%
TT C 2.21%
AMP B 2.2%
AIT A 2.2%
HNI D 2.19%
TRV B 2.19%
CAH B 2.16%
GWW A 2.15%
HPQ B 2.13%
BRO B 2.13%
ADP A 2.12%
ABM B 2.11%
SEIC A 2.09%
HIG D 2.08%
ECL C 2.06%
UNH C 2.04%
BRC D 2.04%
ABT A 2.04%
COR A 2.02%
SYK A 1.99%
MMC D 1.98%
JNJ D 1.98%
DOV B 1.93%
ETN B 1.93%
APH B 1.92%
RGA C 1.88%
DCI B 1.87%
CSX F 1.84%
TROW A 1.79%
UPS C 1.77%
IEX A 1.76%
WTS D 1.73%
MCK C 1.72%
AOS F 1.7%
KLAC F 1.64%
LECO B 1.62%
A D 1.61%
MRK F 1.49%
GPC F 1.48%
NSP F 1.45%
ELV F 1.43%
IPDP Underweight 65 Positions Relative to RFDA
Symbol Grade Weight
NVDA B -10.59%
MSFT D -8.16%
AMZN A -4.04%
GOOG A -2.29%
PRDO B -1.96%
IBM C -1.86%
HRB D -1.81%
FIS B -1.72%
HPE A -1.71%
AM C -1.67%
USB B -1.65%
ORI D -1.57%
PEG B -1.54%
CWEN C -1.42%
KMI B -1.41%
EOG D -1.39%
PBI A -1.32%
CRGY B -1.29%
SKT B -1.24%
V A -1.22%
TJX D -1.22%
XOM C -1.17%
GMRE D -1.17%
UHT D -1.17%
BGS C -1.16%
HAFC A -1.06%
MYE F -1.03%
WASH B -1.03%
NRC F -1.0%
FHN B -0.94%
DLX F -0.94%
UVE C -0.93%
THFF B -0.9%
EGY F -0.89%
HTBK D -0.88%
TRST D -0.88%
JWN C -0.85%
GNK D -0.8%
AMGN C -0.79%
GOOGL A -0.79%
MO A -0.77%
LMT D -0.77%
METC F -0.75%
VBTX B -0.71%
PAYX B -0.7%
OMF A -0.7%
KO D -0.69%
VLY A -0.67%
FULT B -0.65%
MPW D -0.64%
CPT D -0.64%
ETD F -0.63%
INVH F -0.62%
WU F -0.61%
TGNA B -0.6%
GEF B -0.59%
EVRG C -0.57%
FNB A -0.55%
MSM D -0.55%
UPBD D -0.5%
PM A -0.47%
PDM C -0.46%
DVN F -0.44%
STWD D -0.42%
RC F -0.35%
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