CRED vs DVDN

Comparison between COLUMBIA RESEARCH ENHANCED REAL ESTATE ETF (CRED, ETF) and KINGSBARN DIVIDEND OPPORTUNITY ETF (DVDN, ETF).

Both CRED and DVDN are from the Real Estate sector.

CRED vs DVDN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CRED(ETF)	DVDN(ETF)
Net Assets	$3.40M	$3.50M
Expense Ratio	0.33%	1.65%
Max Drawdown	20.19%	48.15%
Sharpe Ratio	0.62	-1.14
5Y Beta	0.45	0.63
P/E Ratio	28.65	-17.93
Forward P/E	30.36	6.77
PEG Ratio	N/A	-4.81
5Y EPS CAGR	9.68%	-16.30%
Debt to Equity	84.66%	106.78%
P/S Ratio	7.29	4.30
P/B Ratio	3.43	0.62

Net Assets

CRED

$3.40M

Winner

DVDN

$3.50M

Expense Ratio

Winner

CRED

0.33%

DVDN

1.65%

Max Drawdown

Winner

CRED

20.19%

DVDN

48.15%

Sharpe Ratio

Winner

CRED

0.62

DVDN

-1.14

5Y Beta

Winner

CRED

0.45

DVDN

0.63

P/E Ratio

CRED

28.65

Winner

DVDN

-17.93

Forward P/E

CRED

30.36

Winner

DVDN

6.77

PEG Ratio

CRED

N/A

DVDN

-4.81

5Y EPS CAGR

Winner

CRED

9.68%

DVDN

-16.30%

Debt to Equity

Winner

CRED

84.66%

DVDN

106.78%

P/S Ratio

CRED

7.29

Winner

DVDN

4.30

P/B Ratio

CRED

3.43

Winner

DVDN

0.62

CRED vs DVDN - Holdings Comparison

CRED and DVDN have 0 common holdings. Overlap is 0.00%

CRED's top 25 holdings weight is 88.27%. DVDN's top 25 holdings weight is 99.99%.

Rank	CRED	DVDN
#1	SIMON PROPERTY GROUP INC (SPG) - 9.44%	ADAMAS TRUST INC (ADAM) - 7.78%
#2	AMERICAN TOWER CORP (AMT) - 9.03%	TRINITY CAPITAL INC ORDINARY SHARES (TRIN) - 7.39%
#3	EQUINIX INC (EQIX) - 8.74%	ORCHID ISLAND CAPITAL INC (ORC) - 7.35%
#4	PUBLIC STORAGE (PSA) - 7.63%	AGNC INVESTMENT CORP (AGNC) - 7.25%
#5	CROWN CASTLE INC (CCI) - 6.49%	ANNALY CAPITAL MANAGEMENT INC (NLY) - 7.24%
#6	DIGITAL REALTY TRUST INC (DLR) - 6.07%	INVESCO MORTGAGE CAPITAL INC (IVR) - 7.08%
#7	VICI PROPERTIES INC ORDINARY SHARES (VICI) - 4.44%	ELLINGTON CREDIT CO (EARN) - 6.21%
#8	VENTAS INC (VTR) - 3.74%	ADVANCED FLOWER CAPITAL INC ORDINARY SHARES (AFCG) - 5.95%
#9	AVALONBAY COMMUNITIES INC (AVB) - 2.86%	NEXPOINT REAL ESTATE FINANCE INC ORDINARY SHARES (NREF) - 5.20%
#10	IRON MOUNTAIN INC (IRM) - 2.75%	CHIMERA INVESTMENT CORP (CIM) - 4.77%
#11	W.P. CAREY INC (WPC) - 2.34%	ACRES COMMERCIAL REALTY CORP (ACR) - 4.70%
#12	GAMING AND LEISURE PROPERTIES INC (GLPI) - 2.26%	ARMOUR RESIDENTIAL REIT INC (ARR) - 4.59%
#13	SBA COMMUNICATIONS CORP CLASS A (SBAC) - 2.19%	BCP INVESTMENT CORP (BCIC) - 4.47%
#14	OMEGA HEALTHCARE INVESTORS INC (OHI) - 2.15%	ANGEL OAK MORTGAGE REIT INC ORDINARY SHARES (AOMR) - 4.35%
#15	HEALTHPEAK PROPERTIES INC (DOC) - 2.14%	READY CAPITAL CORP (RC) - 4.15%
#16	LAMAR ADVERTISING CO CLASS A (LAMR) - 2.12%	CLAROS MORTGAGE TRUST INC (CMTG) - 4.12%
#17	HOST HOTELS & RESORTS INC (HST) - 2.10%	ARES COMMERCIAL REAL ESTATE CORP (ACRE) - 4.08%
#18	UDR INC (UDR) - 1.83%	ARBOR REALTY TRUST INC (ABR) - 3.31%
#19	INVITATION HOMES INC (INVH) - 1.81%	N/A
#20	ESSEX PROPERTY TRUST INC (ESS) - 1.78%	N/A
#21	EQUITY LIFESTYLE PROPERTIES INC (ELS) - 1.37%	N/A
#22	CAMDEN PROPERTY TRUST (CPT) - 1.29%	N/A
#23	AMERICAN HOMES 4 RENT CLASS A (AMH) - 1.27%	N/A
#24	BRIXMOR PROPERTY GROUP INC (BRX) - 1.25%	N/A
#25	NNN REIT INC (NNN) - 1.18%	N/A
Total Holdings	70	18

CRED vs DVDN - Historical Returns

Returns include dividend reinvestment.

Period	CRED	DVDN
1 month	+2.40%	-6.38%
3 months	+5.26%	-5.59%
6 months	+15.56%	-14.25%
1 year	+11.59%	-17.05%
Max(CAGR)	+9.85%	-4.81%

Winner

CRED

+2.40%

DVDN

-6.38%

Winner

CRED

+5.26%

DVDN

-5.59%

Winner

CRED

+15.56%

DVDN

-14.25%

Winner

CRED

+11.59%

DVDN

-17.05%

Max(CAGR)

Winner

CRED

+9.85%

DVDN

-4.81%

CRED vs DVDN - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

Year	CRED	DVDN
2026	+15.08%	-10.67%
2025	-1.37%	-16.84%
2024	+4.36%	+2.56%
2023	+13.17%	+14.92%

CRED vs DVDN Drawdown Comparison

The maximum drawdown for CRED was -17.50%, occurring on Apr 8, 2025. Recovery took 344 trading sessions.

The maximum drawdown for DVDN was -34.38%, occurring on Mar 20, 2026. This drawdown has not yet recovered.

The current CRED drawdown is -0.08%. The current DVDN drawdown is -31.47%.

Rank	CRED	DVDN
#1	-17.50% Nov 29, 2024 - Apr 17, 2026	-34.38% Jul 23, 2024 - Mar 20, 2026
#2	-16.57% Jul 24, 2023 - Dec 13, 2023	-7.85% Jan 29, 2024 - Jul 10, 2024
#3	-10.34% Dec 28, 2023 - Jul 16, 2024	-4.22% Dec 27, 2023 - Jan 29, 2024
#4	-6.19% Apr 28, 2023 - Jun 30, 2023	-2.49% Dec 14, 2023 - Dec 26, 2023
#5	-5.08% Sep 24, 2024 - Nov 27, 2024	-2.15% Dec 4, 2023 - Dec 13, 2023
#6	-3.33% Aug 2, 2024 - Aug 21, 2024	-1.95% Jul 17, 2024 - Jul 23, 2024
#7	-2.85% May 6, 2026 - May 21, 2026	-1.68% Nov 3, 2023 - Nov 14, 2023
#8	-2.67% May 26, 2026 - Jun 1, 2026	-1.13% Nov 20, 2023 - Nov 29, 2023
#9	-2.41% Apr 20, 2026 - May 6, 2026	-0.93% Nov 15, 2023 - Nov 17, 2023
#10	-2.02% Jul 23, 2024 - Jul 29, 2024	N/A
#11	-1.75% Dec 14, 2023 - Dec 26, 2023	N/A
#12	-1.70% Jul 13, 2023 - Jul 24, 2023	N/A
#13	-1.00% Jul 5, 2023 - Jul 11, 2023	N/A
#14	-0.74% Sep 16, 2024 - Sep 23, 2024	N/A
#15	-0.72% Jul 17, 2024 - Jul 23, 2024	N/A

Correlation

Correlation between CRED and DVDN is -0.31 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.31

-101