DIVP vs. SCHD
Compare and contrast key facts about Cullen Enhanced Equity Income ETF (DIVP) and Schwab US Dividend Equity ETF (SCHD).
DIVP and SCHD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVP is an actively managed fund by Cullen. It was launched on Mar 6, 2024. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVP or SCHD.
Correlation
The correlation between DIVP and SCHD is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DIVP vs. SCHD - Performance Comparison
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Key characteristics
DIVP:
0.21
SCHD:
0.08
DIVP:
0.39
SCHD:
0.32
DIVP:
1.06
SCHD:
1.04
DIVP:
0.24
SCHD:
0.15
DIVP:
0.83
SCHD:
0.49
DIVP:
3.62%
SCHD:
4.96%
DIVP:
13.41%
SCHD:
16.03%
DIVP:
-12.26%
SCHD:
-33.37%
DIVP:
-6.00%
SCHD:
-11.26%
Returns By Period
In the year-to-date period, DIVP achieves a 0.54% return, which is significantly higher than SCHD's -4.97% return.
DIVP
0.54%
1.76%
-4.45%
2.75%
N/A
N/A
SCHD
-4.97%
-0.54%
-9.89%
1.26%
12.61%
10.39%
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DIVP vs. SCHD - Expense Ratio Comparison
DIVP has a 0.55% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DIVP vs. SCHD — Risk-Adjusted Performance Rank
DIVP
SCHD
DIVP vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen Enhanced Equity Income ETF (DIVP) and Schwab US Dividend Equity ETF (SCHD). 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
DIVP vs. SCHD - Dividend Comparison
DIVP's dividend yield for the trailing twelve months is around 7.58%, more than SCHD's 4.04% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVP Cullen Enhanced Equity Income ETF | 7.58% | 5.92% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 4.04% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DIVP vs. SCHD - Drawdown Comparison
The maximum DIVP drawdown since its inception was -12.26%, smaller than the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DIVP and SCHD. For additional features, visit the drawdowns tool.
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Volatility
DIVP vs. SCHD - Volatility Comparison
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