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IPDP vs. THTA
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IPDP vs. THTA - Performance Comparison

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

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Returns By Period


IPDP

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

THTA

1D
-0.02%
1M
0.56%
YTD
6.86%
6M
8.04%
1Y
16.78%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

IPDP vs. THTA - Yearly Performance Comparison


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Return for Risk

IPDP vs. THTA — Risk / Return Rank

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

IPDP

THTA
THTA Risk / Return Rank: 9292
Overall Rank
THTA Sharpe Ratio Rank: 8787
Sharpe Ratio Rank
THTA Sortino Ratio Rank: 9090
Sortino Ratio Rank
THTA Omega Ratio Rank: 9595
Omega Ratio Rank
THTA Calmar Ratio Rank: 9292
Calmar Ratio Rank
THTA Martin Ratio Rank: 9797
Martin Ratio Rank
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. THTA - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dividend Performers ETF (IPDP) and SoFi Enhanced Yield ETF (THTA). 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.

IPDP vs. THTA - Sharpe Ratio Comparison


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Sharpe Ratios by Period


IPDPTHTADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

2.91

Sharpe Ratio (All Time)

Calculated using the full available price history

0.08

Drawdowns

IPDP vs. THTA - Drawdown Comparison

The maximum IPDP drawdown since its inception was 0.00%, smaller than the maximum THTA drawdown of -31.41%. Use the drawdown chart below to compare losses from any high point for IPDP and THTA.


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Drawdown Indicators


IPDPTHTADifference

Max Drawdown

Largest peak-to-trough decline

0.00%

-31.41%

+31.41%

Max Drawdown (1Y)

Largest decline over 1 year

-2.64%

Current Drawdown

Current decline from peak

0.00%

-6.79%

+6.79%

Average Drawdown

Average peak-to-trough decline

0.00%

-7.52%

+7.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

0.32%

Volatility

IPDP vs. THTA - Volatility Comparison


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Volatility by Period


IPDPTHTADifference

Volatility (1M)

Calculated over the trailing 1-month period

0.75%

Volatility (6M)

Calculated over the trailing 6-month period

4.00%

Volatility (1Y)

Calculated over the trailing 1-year period

0.00%

5.80%

-5.80%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

0.00%

20.25%

-20.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

0.00%

20.25%

-20.25%

IPDP vs. THTA - Expense Ratio Comparison

IPDP has a 1.52% expense ratio, which is higher than THTA's 0.49% expense ratio.


Dividends

IPDP vs. THTA - Dividend Comparison

IPDP has not paid dividends to shareholders, while THTA's dividend yield for the trailing twelve months is around 11.26%.


PositionTTM202520242023
IPDP
Dividend Performers ETF
0.00%0.00%0.00%0.00%
THTA
SoFi Enhanced Yield ETF
11.26%12.66%12.44%0.58%

Frequently Asked Questions


On fees, THTA is cheaper at 0.49% per year. The better choice depends on whether you care most about return, fees, risk, or income.

THTA is cheaper with a 0.49% expense ratio, compared with 1.52% for IPDP.

THTA has the higher dividend yield at 11.26%, compared with 0.00% for IPDP.

They also come from different issuers: Innovative Portfolios and SoFi. Their fees differ too: 1.52% for IPDP and 0.49% for THTA.

Portfolio Optimizer

Find the right allocation for IPDP and THTA

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