DIVP vs. TBG
Compare and contrast key facts about Cullen Enhanced Equity Income ETF (DIVP) and TBG Dividend Focus ETF (TBG).
DIVP and TBG 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. TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVP or TBG.
Correlation
The correlation between DIVP and TBG 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
DIVP vs. TBG - Performance Comparison
Key characteristics
DIVP:
0.35
TBG:
0.73
DIVP:
0.56
TBG:
1.08
DIVP:
1.08
TBG:
1.15
DIVP:
0.38
TBG:
0.73
DIVP:
1.45
TBG:
3.25
DIVP:
3.25%
TBG:
3.30%
DIVP:
13.41%
TBG:
14.75%
DIVP:
-12.26%
TBG:
-14.76%
DIVP:
-7.80%
TBG:
-10.66%
Returns By Period
In the year-to-date period, DIVP achieves a -1.38% return, which is significantly higher than TBG's -4.76% return.
DIVP
-1.38%
-5.85%
-6.71%
2.89%
N/A
N/A
TBG
-4.76%
-7.36%
-6.70%
9.67%
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIVP vs. TBG - Expense Ratio Comparison
DIVP has a 0.55% expense ratio, which is lower than TBG's 0.59% expense ratio.
Risk-Adjusted Performance
DIVP vs. TBG — Risk-Adjusted Performance Rank
DIVP
TBG
DIVP vs. TBG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Cullen Enhanced Equity Income ETF (DIVP) and TBG Dividend Focus ETF (TBG). 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
DIVP vs. TBG - Dividend Comparison
DIVP's dividend yield for the trailing twelve months is around 7.62%, more than TBG's 2.44% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
DIVP Cullen Enhanced Equity Income ETF | 7.62% | 5.92% | 0.00% |
TBG TBG Dividend Focus ETF | 2.44% | 2.33% | 0.48% |
Drawdowns
DIVP vs. TBG - Drawdown Comparison
The maximum DIVP drawdown since its inception was -12.26%, smaller than the maximum TBG drawdown of -14.76%. Use the drawdown chart below to compare losses from any high point for DIVP and TBG. For additional features, visit the drawdowns tool.
Volatility
DIVP vs. TBG - Volatility Comparison
Cullen Enhanced Equity Income ETF (DIVP) and TBG Dividend Focus ETF (TBG) have volatilities of 9.57% and 9.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.