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EGGS vs. IPDP
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

EGGS vs. IPDP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in NestYield Total Return Guard ETF (EGGS) and Dividend Performers ETF (IPDP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


EGGS

1D
-0.63%
1M
7.70%
YTD
16.81%
6M
14.31%
1Y
25.40%
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)

EGGS vs. IPDP - Yearly Performance Comparison


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Return for Risk

EGGS vs. IPDP — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EGGS
EGGS Risk / Return Rank: 2828
Overall Rank
EGGS Sharpe Ratio Rank: 3030
Sharpe Ratio Rank
EGGS Sortino Ratio Rank: 2828
Sortino Ratio Rank
EGGS Omega Ratio Rank: 3131
Omega Ratio Rank
EGGS Calmar Ratio Rank: 2929
Calmar Ratio Rank
EGGS Martin Ratio Rank: 2424
Martin Ratio Rank

IPDP
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EGGS vs. IPDP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for NestYield Total Return Guard ETF (EGGS) 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.


EGGSIPDPDifference

Sharpe ratio

Return per unit of total volatility

1.10

Sortino ratio

Return per unit of downside risk

1.52

Omega ratio

Gain probability vs. loss probability

1.21

Calmar ratio

Return relative to maximum drawdown

1.40

Martin ratio

Return relative to average drawdown

3.20

EGGS vs. IPDP - Sharpe Ratio Comparison


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Sharpe Ratios by Period


EGGSIPDPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.10

Sharpe Ratio (All Time)

Calculated using the full available price history

0.86

Drawdowns

EGGS vs. IPDP - Drawdown Comparison

The maximum EGGS drawdown since its inception was -18.52%, which is greater than IPDP's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for EGGS and IPDP.


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Drawdown Indicators


EGGSIPDPDifference

Max Drawdown

Largest peak-to-trough decline

-18.52%

0.00%

-18.52%

Max Drawdown (1Y)

Largest decline over 1 year

-18.17%

Current Drawdown

Current decline from peak

-0.63%

0.00%

-0.63%

Average Drawdown

Average peak-to-trough decline

-5.85%

0.00%

-5.85%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.96%

Volatility

EGGS vs. IPDP - Volatility Comparison


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Volatility by Period


EGGSIPDPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.80%

Volatility (6M)

Calculated over the trailing 6-month period

19.13%

Volatility (1Y)

Calculated over the trailing 1-year period

23.29%

0.00%

+23.29%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.38%

0.00%

+24.38%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.38%

0.00%

+24.38%

EGGS vs. IPDP - Expense Ratio Comparison

EGGS has a 0.89% expense ratio, which is lower than IPDP's 1.52% expense ratio.


Dividends

EGGS vs. IPDP - Dividend Comparison

EGGS's dividend yield for the trailing twelve months is around 15.54%, while IPDP has not paid dividends to shareholders.


PositionTTM2025
EGGS
NestYield Total Return Guard ETF
15.54%14.52%
IPDP
Dividend Performers ETF
0.00%0.00%

Frequently Asked Questions


On fees, EGGS is cheaper at 0.89% per year. The better choice depends on whether you care most about return, fees, risk, or income.

EGGS is cheaper with a 0.89% expense ratio, compared with 1.52% for IPDP.

EGGS has the higher dividend yield at 15.54%, compared with 0.00% for IPDP.

They also come from different issuers: NestYield and Innovative Portfolios. Their fees differ too: 0.89% for EGGS and 1.52% for IPDP.

Portfolio Optimizer

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