IPDP Dividend Performers ETF
What is IPDP?
IPDP seeks to provide income through an actively managed portfolio of dividend-paying, large-cap US stocks combined with credit spread options on an S&P 500 ETF or index.
IPDP Factset Analytics Insight
IPDP is an income-focused fund that invests in dividend-paying US stocks utilizing an S&P 500 Index-based options overlay. The fund generally holds large-cap companies but has the ability to invest in income-producing securities of all-caps, including REITs. The selection process starts with a universe of companies that have a history of increasing dividends for at least 10 consecutive years. This is narrowed down to a portfolio of 50 stocks using a downside risk analysis based on valuation, growth, fundamentals, and sentiment. To generate additional income, the fund creates a credit spread position on an S&P 500 ETF or index by selling/writing short put options each month while simultaneously purchasing long put options with the same expiration. The fund seeks to maintain approx. 20% exposure to credit spread options, although market conditions may dictate otherwise. Prior to March 7, 2022, IPDP operated as a mutual fund (ticker: IPDPX) with $15.8 million in assets.
IPDP Summary Data
Peers
Fund Flows
IPDP Portfolio Data
IPDP Index Data
IPDP Portfolio Management
IPDP Tax Exposures
IPDP Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of IPDP. IPDP is rated a 4 out of 5.
IPDP Tradability
IPDP Sector/Industry Breakdown
Benchmark
IPDP Top 10 Holdings
IPDP Performance Statistics
IPDP Countries
Benchmark
IPDP Regions
Benchmark
IPDP Economic Development
Benchmark
IPDP Benchmark Comparison Summary
Benchmark
IPDP Benchmark Comparison Market Cap Size
Benchmark
Options Strategies for Outcome Investing
A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.
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MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.