IPDP vs. SHRY

Last updated Jun 4, 2026

IPDP (Dividend Performers ETF) and SHRY (First Trust Bloomberg Shareholder Yield ETF) are both exchange-traded funds - IPDP is a Derivative Income fund actively managed by Innovative Portfolios, while SHRY is a Large Cap Blend Equities fund tracking the Bloomberg Shareholder Yield Index - Benchmark TR Gross. IPDP is actively managed, while SHRY is passively managed. IPDP charges 1.52%/yr vs 0.60%/yr for SHRY.

Performance

IPDP vs. SHRY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dividend Performers ETF (IPDP) and First Trust Bloomberg Shareholder Yield ETF (SHRY). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

IPDP

• 1D: 0.00%
• 1M: 0.00%
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

SHRY

• 1D: -0.83%
• 1M: -1.07%
• YTD: 4.24%
• 6M: 5.20%
• 1Y: 6.62%
• 3Y*: 13.90%
• 5Y*: 7.87%
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

IPDP vs. SHRY - Yearly Performance Comparison

	2026 (YTD)
IPDP Dividend Performers ETF	0.00%
SHRY First Trust Bloomberg Shareholder Yield ETF	-1.24%

IPDP vs. SHRY - Sectors Allocation Comparison

Sectors	IPDP	SHRY
Industrials	45.1%	8.1%
Financial Services	18.6%	23.2%
Healthcare	13.6%	8.5%
Technology	13.1%	18.2%
Consumer Defensive	3.9%	10.2%
Consumer Cyclical	3.6%	7.5%
Basic Materials	1.5%	0.7%
Communication Services	-	12.9%
Energy	-	10.7%
Real Estate	-	-
Utilities	-	-

Return for Risk

IPDP vs. SHRY — Risk / Return Rank

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

SHRY

SHRY Risk / Return Rank: 20
SHRY Sharpe Ratio Rank: 19
SHRY Sortino Ratio Rank: 18
SHRY Omega Ratio Rank: 18
SHRY Calmar Ratio Rank: 21
SHRY Martin Ratio Rank: 22

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.

IPDP vs. SHRY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and First Trust Bloomberg Shareholder Yield ETF (SHRY). 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.

Sharpe Ratios by Period

	IPDP	SHRY	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.62	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.50	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.60	—

Drawdowns

IPDP vs. SHRY - Drawdown Comparison

The maximum IPDP drawdown since its inception was 0.00%, smaller than the maximum SHRY drawdown of -36.67%. Use the drawdown chart below to compare losses from any high point for IPDP and SHRY.

Drawdown Indicators

	IPDP	SHRY	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-36.67%	+36.67%
Max Drawdown (1Y) Largest decline over 1 year	—	-7.20%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-15.34%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-23.94%	—
Current Drawdown Current decline from peak	0.00%	-3.73%	+3.73%
Average Drawdown Average peak-to-trough decline	0.00%	-5.03%	+5.03%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.62%	—

Volatility

Volatility by Period

	IPDP	SHRY	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.31%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.51%	—
Volatility (1Y) Calculated over the trailing 1-year period	0.00%	10.78%	-10.78%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	0.00%	15.67%	-15.67%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	0.00%	18.18%	-18.18%

IPDP vs. SHRY - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than SHRY's 0.60% expense ratio.

Dividends

IPDP vs. SHRY - Dividend Comparison

IPDP has not paid dividends to shareholders, while SHRY's dividend yield for the trailing twelve months is around 1.69%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017
IPDP Dividend Performers ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
SHRY First Trust Bloomberg Shareholder Yield ETF	1.69%	1.73%	1.76%	1.49%	1.52%	0.98%	1.65%	1.54%	1.89%	0.55%

Frequently Asked Questions

Which ETF is better, IPDP or SHRY?

On fees, SHRY is cheaper at 0.60% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, IPDP or SHRY?

SHRY is cheaper with a 0.60% expense ratio, compared with 1.52% for IPDP.

Which ETF pays a higher dividend yield, IPDP or SHRY?

SHRY has the higher dividend yield at 1.69%, compared with 0.00% for IPDP.

What is the main difference between IPDP and SHRY?

IPDP is categorized as Derivative Income, while SHRY is Large Cap Blend Equities. They also come from different issuers: Innovative Portfolios and First Trust. Their fees differ too: 1.52% for IPDP and 0.60% for SHRY.