Dividend Performers Etf Profile
IPDP Etf | USD 21.05 0.08 0.38% |
Performance15 of 100
| Odds Of DistressLess than 9
|
Dividend Performers is selling at 21.05 as of the 30th of November 2024; that is 0.38 percent increase since the beginning of the trading day. The etf's last reported lowest price was 21.05. Dividend Performers has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. Equity ratings for Dividend Performers ETF are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 1st of September 2024 and ending today, the 30th of November 2024. Click here to learn more.
The funds investment strategy is twofold investing in dividend paying U.S. equity securities, and credit spread options on an SP 500 ETF or Index. Listed Funds is traded on BATS Exchange in the United States. More on Dividend Performers ETF
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Dividend Etf Highlights
Thematic Ideas | (View all Themes) |
Business Concentration | High Dividend Yield ETFs, Absolute Returns ETFs, Derivative Income, Innovative Portfolios (View all Sectors) |
Issuer | Innovative Portfolios |
Inception Date | 2018-12-24 |
Entity Type | Regulated Investment Company |
Asset Type | Multi Asset |
Category | Absolute Returns |
Focus | High Dividend Yield |
Market Concentration | Developed Markets |
Region | North America |
Administrator | U.S. Bancorp Fund Services, LLC |
Advisor | Innovative Portfolios, LLC |
Custodian | U.S. Bank, N.A. |
Distributor | Foreside Fund Services, LLC |
Portfolio Manager | Dave Gilreath, Tom Kaiser |
Transfer Agent | U.S. Bancorp Fund Services, LLC |
Fiscal Year End | 30-Sep |
Exchange | Cboe BZX Exchange, Inc. |
Number of Constituents | 57.0 |
Market Maker | Wolverine Trading |
Total Expense | 1.52 |
Management Fee | 0.85 |
Country Name | USA |
Returns Y T D | 27.6 |
Name | Dividend Performers ETF |
Currency Code | USD |
Open Figi | BBG015TPKQG3 |
In Threey Volatility | 28.48 |
1y Volatility | 13.66 |
200 Day M A | 18.7837 |
50 Day M A | 19.9442 |
Code | IPDP |
Updated At | 30th of November 2024 |
Currency Name | US Dollar |
In Threey Sharp Ratio | 0.27 |
Type | ETF |
Dividend Performers ETF [IPDP] is traded in USA and was established 2018-12-24. The fund is listed under Derivative Income category and is part of Innovative Portfolios family. The entity is thematically classified as High Dividend Yield ETFs. Dividend Performers ETF currently have 15.84 M in assets under management (AUM). , while the total return for the last 3 years was 12.0%.
Check Dividend Performers Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Dividend Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Dividend Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Dividend Performers ETF Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Dividend Performers ETF Etf Constituents
CSGS | CSG Systems International | Stock | Industrials | |
RTX | Raytheon Technologies Corp | Stock | Industrials | |
MMC | Marsh McLennan Companies | Stock | Financials | |
TT | Trane Technologies plc | Stock | Industrials | |
MCK | McKesson | Stock | Health Care | |
ECL | Ecolab Inc | Stock | Materials | |
MSI | Motorola Solutions | Stock | Information Technology | |
ALL | The Allstate | Stock | Financials |
Dividend Performers ETF Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Dividend Performers. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
Risk Adjusted Performance | 0.131 | |||
Jensen Alpha | 0.0025 | |||
Total Risk Alpha | (0.01) | |||
Sortino Ratio | 0.025 |
Dividend Performers Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Dividend Performers ETF. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in unemployment. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
The market value of Dividend Performers ETF is measured differently than its book value, which is the value of Dividend that is recorded on the company's balance sheet. Investors also form their own opinion of Dividend Performers' value that differs from its market value or its book value, called intrinsic value, which is Dividend Performers' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Dividend Performers' market value can be influenced by many factors that don't directly affect Dividend Performers' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Dividend Performers' value and its price as these two are different measures arrived at by different means. Investors typically determine if Dividend Performers is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Dividend Performers' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.