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CTIF vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

CTIF vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Castellan Targeted Income ETF (CTIF) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


CTIF

1D
0.03%
1M
2.46%
YTD
5.33%
6M
4.50%
1Y
3Y*
5Y*
10Y*

IPDP

1D
0.00%
1M
0.00%
YTD
6M
1Y
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

CTIF vs. IPDP - Yearly Performance Comparison


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Return for Risk

CTIF vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Castellan Targeted Income ETF (CTIF) and Dividend Performers ETF (IPDP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

CTIF vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


CTIFIPDPDifference

Sharpe Ratio (All Time)

Calculated using the full available price history

0.90

Drawdowns

CTIF vs. IPDP - Drawdown Comparison

The maximum CTIF drawdown since its inception was -9.43%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for CTIF and IPDP.


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Drawdown Indicators


CTIFIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-9.43%

0.00%

-9.43%

Current Drawdown

Current decline from peak

0.00%

0.00%

0.00%

Average Drawdown

Average peak-to-trough decline

-1.89%

0.00%

-1.89%

Volatility

CTIF vs. IPDP - Volatility Comparison


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Volatility by Period


CTIFIPDPDifference

Volatility (1Y)

Calculated over the trailing 1-year period

12.39%

0.00%

+12.39%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

12.39%

0.00%

+12.39%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

12.39%

0.00%

+12.39%

CTIF vs. IPDP - Expense Ratio Comparison

CTIF has a 0.45% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

CTIF vs. IPDP - Dividend Comparison

CTIF's dividend yield for the trailing twelve months is around 3.65%, while IPDP has not paid dividends to shareholders.


PositionTTM2025
CTIF
Castellan Targeted Income ETF
3.65%2.55%
IPDP
Dividend Performers ETF
0.00%0.00%

Frequently Asked Questions


On fees, CTIF is cheaper at 0.45% per year. The better choice depends on whether you care most about return, fees, risk, or income.

CTIF is cheaper with a 0.45% expense ratio, compared with 1.52% for IPDP.

CTIF has the higher dividend yield at 3.65%, compared with 0.00% for IPDP.

They also come from different issuers: Castellan and Innovative Portfolios. Their fees differ too: 0.45% for CTIF and 1.52% for IPDP.

Portfolio Optimizer

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