TBG vs. DIVP
Compare and contrast key facts about TBG Dividend Focus ETF (TBG) and Cullen Enhanced Equity Income ETF (DIVP).
TBG and DIVP are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023. DIVP is an actively managed fund by Cullen. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: TBG or DIVP.
Correlation
The correlation between TBG and DIVP is 0.47, 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
TBG vs. DIVP - Performance Comparison
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Key characteristics
TBG:
0.72
DIVP:
0.21
TBG:
0.91
DIVP:
0.30
TBG:
1.13
DIVP:
1.04
TBG:
0.61
DIVP:
0.17
TBG:
2.15
DIVP:
0.57
TBG:
4.19%
DIVP:
3.67%
TBG:
15.43%
DIVP:
13.71%
TBG:
-14.76%
DIVP:
-12.26%
TBG:
-7.79%
DIVP:
-6.09%
Returns By Period
In the year-to-date period, TBG achieves a -1.71% return, which is significantly lower than DIVP's 0.44% return.
TBG
-1.71%
2.86%
-6.31%
10.97%
N/A
N/A
N/A
DIVP
0.44%
1.47%
-4.88%
2.79%
N/A
N/A
N/A
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TBG vs. DIVP - Expense Ratio Comparison
TBG has a 0.59% expense ratio, which is higher than DIVP's 0.55% expense ratio.
Risk-Adjusted Performance
TBG vs. DIVP — Risk-Adjusted Performance Rank
TBG
DIVP
TBG vs. DIVP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) and Cullen Enhanced Equity Income ETF (DIVP). 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
TBG vs. DIVP - Dividend Comparison
TBG's dividend yield for the trailing twelve months is around 2.36%, less than DIVP's 7.59% yield.
| TTM | 2024 | 2023 | |
|---|---|---|---|
TBG TBG Dividend Focus ETF | 2.36% | 2.33% | 0.48% |
DIVP Cullen Enhanced Equity Income ETF | 7.59% | 5.92% | 0.00% |
Drawdowns
TBG vs. DIVP - Drawdown Comparison
The maximum TBG drawdown since its inception was -14.76%, which is greater than DIVP's maximum drawdown of -12.26%. Use the drawdown chart below to compare losses from any high point for TBG and DIVP. For additional features, visit the drawdowns tool.
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Volatility
TBG vs. DIVP - Volatility Comparison
TBG Dividend Focus ETF (TBG) has a higher volatility of 4.34% compared to Cullen Enhanced Equity Income ETF (DIVP) at 3.52%. This indicates that TBG's price experiences larger fluctuations and is considered to be riskier than DIVP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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