IPDP

AUM $20.9MER 1.52%NAV $18.27Holdings 56

Price Chart

Key Statistics

Previous Close

Day Range

N/A

52-Week Range

$18.28$20.68

Avg Volume

Dividend Yield

Expense Ratio

1.52%

AUM

$20.9M

Shares Outstanding

ETF Grades

?

Sector Breakdown

SectorWeight %
Industrials46.77%
Financial Services18.64%
Healthcare13.55%
Technology13.09%
Consumer Defensive3.88%
Consumer Cyclical1.95%
Basic Materials1.55%
Cash & Others0.58%

Country Allocation

CountryWeight %
Ireland0.00%
Other0.00%
United States0.00%

Fund Information

Category
Industrials
Inception Date
Mar 7, 2022
Description
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.

Similar ETFs

SymbolNameAUM
VOVanguard Mid-Cap ETF$198.30B
VBVanguard Small-Cap ETF$164.60B
IJHiShares Core S&P Mid-Cap ETF$115.60B
VXFVanguard Extended Market ETF$81.60B
IWRiShares Russell Mid-Cap ETF$52.10B

The Dividend Performers ETF (IPDP) is an exchange-traded fund that launched on Mar 7, 2022. It currently manages $20.9M in assets under management. The fund charges an expense ratio of 1.52%. The fund holds 56 securities in its portfolio. It falls under the Industrials category.

Top 10 holdings represent 24.5% of the fund

RankSymbolNameWeight %SharesMarket Value
1MCKMCKESSON CORP2.75%1,517$0
2ABCAMERISOURCEBERGEN CORP2.66%2,855$0
3ALLALLSTATE CORP2.61%3,255$0
4THGHANOVER INS GROUP INC2.46%2,715$0
5HPQHP INC2.45%11,269$0
6GLGLOBE LIFE INC2.37%3,826$0
7SRCE1ST SOURCE CORP2.33%7,418$0
8UNHUNITEDHEALTH GROUP INC2.31%745$0
9JNJJOHNSON & JOHNSON2.31%2,116$0
10ABMABM INDS INC2.26%7,715$0
11RHIROBERT HALF INTL INC2.26%3,210$0
12TNCTENNANT CO2.24%4,282$0
13EMREMERSON ELEC CO2.23%3,797$0
14AFGAMERICAN FINL GROUP INC OHIO COM2.22%2,548$0
15AITAPPLIED INDL TECHNOLOGIES INC COM2.21%3,424$0
Page 1 of 2

Detailed Returns

PeriodReturnETF
1D
1W
1M
3M
6M
YTD
1Y
+12.28%
3Y
+39.34%
5Y
+36.72%

Moving Averages

20-Day MA

50-Day MA

200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$20.68

Current Price

52-Week Low

$18.28

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricIPDPIndustrials(380 ETFs)Real Estate(212 ETFs)
Fund Info
Expense Ratio1.52%0.64%0.66%
AUM$20.9M$3.14B$955.6M
Dividend Yield2.03%3.05%
Avg Volume220.7K356.7K
Holdings5626564
Performance
1-Month Return+6.01%+5.81%
6-Month Return+11.21%+5.69%
YTD Return+10.60%+7.08%
1-Year Return+41.06%+18.60%

Compare with Another ETF

Search for an ETF to compare with IPDP:

FREE DOWNLOAD

The Beginner's Guide to ETFs

20 pages. Zero fluff. Everything you need to start investing in ETFs.

No spam. Unsubscribe anytime.