CHDEX vs. VOO
Compare and contrast key facts about Cullen High Dividend Equity Fund (CHDEX) and Vanguard S&P 500 ETF (VOO).
CHDEX is managed by Cullen Funds Trust. It was launched on Aug 1, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CHDEX or VOO.
Correlation
The correlation between CHDEX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CHDEX vs. VOO - Performance Comparison
Key characteristics
CHDEX:
-0.10
VOO:
2.25
CHDEX:
-0.02
VOO:
2.98
CHDEX:
0.99
VOO:
1.42
CHDEX:
-0.09
VOO:
3.31
CHDEX:
-0.65
VOO:
14.77
CHDEX:
2.50%
VOO:
1.90%
CHDEX:
15.68%
VOO:
12.46%
CHDEX:
-49.12%
VOO:
-33.99%
CHDEX:
-17.18%
VOO:
-2.47%
Returns By Period
In the year-to-date period, CHDEX achieves a -3.71% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, CHDEX has underperformed VOO with an annualized return of 5.22%, while VOO has yielded a comparatively higher 13.08% annualized return.
CHDEX
-3.71%
-14.45%
-8.99%
-2.56%
2.93%
5.22%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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CHDEX vs. VOO - Expense Ratio Comparison
CHDEX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CHDEX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen High Dividend Equity Fund (CHDEX) and Vanguard S&P 500 ETF (VOO). 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.
Dividends
CHDEX vs. VOO - Dividend Comparison
CHDEX's dividend yield for the trailing twelve months is around 2.16%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDEX Cullen High Dividend Equity Fund | 2.16% | 12.45% | 8.23% | 10.94% | 11.08% | 6.24% | 14.64% | 9.93% | 5.24% | 5.05% | 7.06% | 2.23% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CHDEX vs. VOO - Drawdown Comparison
The maximum CHDEX drawdown since its inception was -49.12%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CHDEX and VOO. For additional features, visit the drawdowns tool.
Volatility
CHDEX vs. VOO - Volatility Comparison
Cullen High Dividend Equity Fund (CHDEX) has a higher volatility of 13.07% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that CHDEX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.