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
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Key characteristics
CHDEX:
0.40
VOO:
0.70
CHDEX:
0.76
VOO:
1.15
CHDEX:
1.11
VOO:
1.17
CHDEX:
0.54
VOO:
0.76
CHDEX:
2.00
VOO:
2.93
CHDEX:
3.51%
VOO:
4.86%
CHDEX:
14.41%
VOO:
19.43%
CHDEX:
-49.12%
VOO:
-33.99%
CHDEX:
-2.71%
VOO:
-4.59%
Returns By Period
In the year-to-date period, CHDEX achieves a 3.67% return, which is significantly higher than VOO's -0.19% return. Over the past 10 years, CHDEX has underperformed VOO with an annualized return of 7.00%, while VOO has yielded a comparatively higher 12.67% annualized return.
CHDEX
3.67%
6.67%
-1.48%
5.76%
12.36%
7.00%
VOO
-0.19%
9.25%
-1.98%
13.44%
17.53%
12.67%
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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 Rank
CHDEX
VOO
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.
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Dividends
CHDEX vs. VOO - Dividend Comparison
CHDEX's dividend yield for the trailing twelve months is around 14.42%, more than VOO's 1.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CHDEX Cullen High Dividend Equity Fund | 14.42% | 15.09% | 12.45% | 8.23% | 10.94% | 11.08% | 6.24% | 14.64% | 9.93% | 5.24% | 5.05% | 7.06% |
VOO Vanguard S&P 500 ETF | 1.30% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
CHDEX vs. VOO - Volatility Comparison
The current volatility for Cullen High Dividend Equity Fund (CHDEX) is 4.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.36%. This indicates that CHDEX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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