IPDP vs. SMRI ETF Comparison
Comparison of Dividend Performers ETF (IPDP) to Bushido Capital US Equity ETF (SMRI)
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
50
SMRI
Bushido Capital US Equity ETF
SMRI Description
The fund is an actively managed exchange-traded fund ("ETF") that seeks to achieve its investment objective by investing, under normal circumstances, at least 80% of the fund"s net assets (plus the amount of any borrowings for investment purposes) in U.S. listed common stock.Grade (RS Rating)
Last Trade
$33.54
Average Daily Volume
5,628
50
Performance
Period | IPDP | SMRI |
---|---|---|
30 Days | 5.99% | 10.48% |
60 Days | 7.03% | 9.99% |
90 Days | 8.82% | 11.21% |
12 Months | 33.16% | 34.42% |
IPDP Overweight 43 Positions Relative to SMRI
Symbol | Grade | Weight | |
---|---|---|---|
ACN | C | 2.36% | |
AIT | A | 2.34% | |
SYK | C | 2.33% | |
AMP | A | 2.32% | |
CSCO | B | 2.32% | |
TT | A | 2.31% | |
HNI | B | 2.3% | |
GWW | B | 2.29% | |
ADP | B | 2.29% | |
SEIC | B | 2.28% | |
HIG | B | 2.27% | |
TRV | B | 2.27% | |
CTAS | B | 2.27% | |
BRO | B | 2.27% | |
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% | |
JNJ | D | 2.02% | |
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% | |
GPC | D | 1.67% | |
NSP | D | 1.52% | |
AVGO | D | 0.25% | |
HD | A | 0.24% | |
HPQ | B | 0.23% | |
CSX | B | 0.22% |
IPDP Underweight 43 Positions Relative to SMRI
Symbol | Grade | Weight | |
---|---|---|---|
APP | B | -4.07% | |
DAL | C | -2.56% | |
DOCU | A | -2.55% | |
EXPE | B | -2.33% | |
VST | B | -2.32% | |
EPAM | C | -2.28% | |
BKNG | A | -2.22% | |
ZM | B | -2.2% | |
PCAR | B | -2.16% | |
EME | C | -2.14% | |
JBL | B | -2.11% | |
HPE | B | -2.1% | |
GEN | B | -2.07% | |
OC | A | -2.07% | |
CVX | A | -2.04% | |
FFIV | B | -2.03% | |
PYPL | B | -2.03% | |
PAYX | C | -2.03% | |
UTHR | C | -2.0% | |
EG | C | -1.97% | |
EOG | A | -1.97% | |
VLO | C | -1.94% | |
NRG | B | -1.93% | |
ABNB | C | -1.91% | |
XOM | B | -1.91% | |
BWA | D | -1.89% | |
SLB | C | -1.87% | |
FANG | D | -1.84% | |
NUE | C | -1.81% | |
LKQ | D | -1.79% | |
MPC | D | -1.79% | |
NTAP | C | -1.79% | |
DVN | F | -1.78% | |
NVR | D | -1.76% | |
CI | F | -1.71% | |
LEN | D | -1.71% | |
BLD | D | -1.68% | |
BG | F | -1.68% | |
AMGN | D | -1.68% | |
PHM | D | -1.68% | |
MOH | F | -1.64% | |
WSM | B | -1.59% | |
CNC | D | -1.46% |
IPDP: Top Represented Industries & Keywords
SMRI: Top Represented Industries & Keywords