DIVL vs CBLS
Comparison between MADISON DIVIDEND VALUE ETF (DIVL, ETF) and CLOUGH HEDGED EQUITY ETF (CBLS, ETF).
DIVL vs CBLS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVL
$60M
Winner
CBLS
$60M
Expense Ratio
Winner
DIVL
0.65%
CBLS
1.89%
Max Drawdown
Winner
DIVL
14.67%
CBLS
32.78%
Sharpe Ratio
Winner
DIVL
0.88
CBLS
0.49
5Y Beta
Winner
DIVL
0.55
CBLS
0.58
P/E Ratio
Winner
DIVL
24.88
CBLS
57.24
Forward P/E
Winner
DIVL
18.48
CBLS
38.88
PEG Ratio
DIVL
1.18
Winner
CBLS
1.15
5Y EPS CAGR
DIVL
8.50%
CBLS
N/A
Debt to Equity
DIVL
131.15%
CBLS
N/A
P/S Ratio
DIVL
2.72
Winner
CBLS
1.64
P/B Ratio
Winner
DIVL
4.07
CBLS
8.47
DIVL vs CBLS - Holdings Comparison
DIVL and CBLS have 2 common holdings. Overlap is -2.02%
DIVL's top 25 holdings weight is 81.59%. CBLS's top 25 holdings weight is 69.61%.
| Rank | DIVL | CBLS |
|---|---|---|
| #1 | JOHNSON & JOHNSON (JNJ) - 5.62% | TENABLE HOLDINGS INC (TENB) - 3.63% |
| #2 | EXXON MOBIL CORP (XOM) - 4.45% | BLACKROCK LIQUIDITY T-FUND INSTL (TSTXX) - 3.28% |
| #3 | CHEVRON CORP (CVX) - 4.34% | IMMUNITYBIO INC ORDINARY SHARES (IBRX) - 3.28% |
| #4 | TEXAS INSTRUMENTS INC (TXN) - 4.15% | SERVICE CORP INTERNATIONAL (SCI) - 3.15% |
| #5 | NEXTERA ENERGY INC (NEE) - 4.05% | STARBUCKS CORP (SBUX) - 3.07% |
| #6 | ABBVIE INC (ABBV) - 3.62% | KRYSTAL BIOTECH INC (KRYS) - 3.06% |
| #7 | UNION PACIFIC CORP (UNP) - 3.53% | MAGNITE INC (MGNI) - 2.92% |
| #8 | BUNGE GLOBAL SA (BG) - 3.50% | n/a (TXG) - 2.87% |
| #9 | PROCTER & GAMBLE CO (PG) - 3.49% | ROLLINS INC (ROL) - 2.84% |
| #10 | CME GROUP INC CLASS A (CME) - 3.35% | POOL CORP (POOL) - 2.82% |
| #11 | ANALOG DEVICES INC (ADI) - 3.22% | UNITEDHEALTH GROUP INC (UNH) - 2.76% |
| #12 | ILLINOIS TOOL WORKS INC (ITW) - 3.18% | n/a (VG) - 2.70% |
| #13 | AIR PRODUCTS AND CHEMICALS INC (APD) - 3.06% | ASML HOLDING NV ADR (ASML) - 2.70% |
| #14 | CONOCOPHILLIPS (COP) - 2.97% | n/a (SEI) - 2.67% |
| #15 | PROLOGIS INC (PLD) - 2.97% | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.64% |
| #16 | COLGATE-PALMOLIVE CO (CL) - 2.95% | ONESPAWORLD HOLDINGS LTD (OSW) - 2.63% |
| #17 | THE HOME DEPOT INC (HD) - 2.92% | MGM RESORTS INTERNATIONAL (MGM) - 2.61% |
| #18 | BANK OF AMERICA CORP (BAC) - 2.87% | KEURIG DR PEPPER INC (KDP) - 2.59% |
| #19 | COCA-COLA CO (KO) - 2.84% | SELECT WATER SOLUTIONS INC CLASS A (WTTR) - 2.57% |
| #20 | MEDTRONIC PLC (MDT) - 2.64% | n/a (TSM) - 2.51% |
| #21 | AMGEN INC (AMGN) - 2.48% | ASTERA LABS INC (ALAB) - 2.51% |
| #22 | SLB LTD (SLB) - 2.41% | MONOLITHIC POWER SYSTEMS INC (MPWR) - 2.49% |
| #23 | LOWE'S COMPANIES INC (LOW) - 2.41% | FREEPORT-MCMORAN INC (FCX) - 2.44% |
| #24 | FASTENAL CO (FAST) - 2.30% | RH CLASS A (RH) - 2.44% |
| #25 | MCDONALD'S CORP (MCD) - 2.27% | GARRETT MOTION INC ORDINARY SHARES NEW (GTX) - 2.43% |
| Total Holdings | 38 | 74 |
DIVL vs CBLS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVL
+4.41%
CBLS
-4.50%
3M
Winner
DIVL
+2.38%
CBLS
-1.00%
6M
Winner
DIVL
+6.33%
CBLS
+4.94%
1Y
Winner
DIVL
+13.64%
CBLS
+10.76%
5Y(CAGR)
DIVL
N/A
CBLS
+4.90%
Max(CAGR)
Winner
DIVL
+11.00%
CBLS
+8.36%
DIVL vs CBLS - Annual Returns (2020 - 2026)
Returns include dividend reinvestment.
| Year | DIVL | CBLS |
|---|---|---|
| 2026 | +10.88% | +12.95% |
| 2025 | +9.82% | +4.95% |
| 2024 | +8.56% | +30.19% |
| 2023 | +1.81% | -2.20% |
| 2022 | N/A | -12.33% |
| 2021 | N/A | +3.87% |
| 2020 | N/A | +14.15% |
DIVL vs CBLS Drawdown Comparison
The maximum drawdown for DIVL was -14.06%, occurring on Apr 8, 2025. Recovery took 146 trading sessions.
The maximum drawdown for CBLS was -32.78%, occurring on Oct 5, 2023. Recovery took 932 trading sessions.
The current DIVL drawdown is -0.17%. The current CBLS drawdown is -7.95%.
| Rank | DIVL | CBLS |
|---|---|---|
| #1 | -14.06% Nov 29, 2024 - Jul 3, 2025 | -32.78% Apr 29, 2021 - Jan 14, 2025 |
| #2 | -10.05% Sep 14, 2023 - Dec 14, 2023 | -15.27% Jan 22, 2025 - Jul 17, 2025 |
| #3 | -6.93% Mar 2, 2026 - Mar 20, 2026 | -8.46% Jan 22, 2021 - Feb 5, 2021 |
| #4 | -5.99% Mar 28, 2024 - Jul 16, 2024 | -8.15% Oct 16, 2025 - Jan 13, 2026 |
| #5 | -4.84% Sep 30, 2025 - Dec 11, 2025 | -7.95% Jun 4, 2026 - Jul 24, 2026 |
| #6 | -4.42% Jul 17, 2024 - Aug 23, 2024 | -7.12% Feb 24, 2026 - Apr 14, 2026 |
| #7 | -2.96% Aug 30, 2024 - Sep 23, 2024 | -6.17% Mar 15, 2021 - Apr 29, 2021 |
| #8 | -2.73% Jul 23, 2025 - Aug 13, 2025 | -5.62% Feb 22, 2021 - Mar 15, 2021 |
| #9 | -2.40% Jan 30, 2024 - Feb 22, 2024 | -4.62% Jul 31, 2025 - Oct 8, 2025 |
| #10 | -2.32% Jan 2, 2024 - Jan 30, 2024 | -4.43% May 13, 2026 - Jun 2, 2026 |
| #11 | -2.31% Oct 18, 2024 - Nov 6, 2024 | -3.55% Apr 24, 2026 - May 6, 2026 |
| #12 | -1.73% Aug 22, 2025 - Sep 26, 2025 | -2.48% May 6, 2026 - May 11, 2026 |
| #13 | -1.72% Jul 3, 2025 - Jul 22, 2025 | -2.34% Oct 8, 2025 - Oct 15, 2025 |
| #14 | -1.71% Dec 15, 2025 - Jan 5, 2026 | -2.32% Jan 29, 2026 - Feb 9, 2026 |
| #15 | -1.65% Aug 15, 2023 - Aug 30, 2023 | -1.96% Feb 9, 2026 - Feb 23, 2026 |
Correlation
Correlation between DIVL and CBLS is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2023 - 2026)
DIVL vs CBLS dividend yield comparison.
| Year | DIVL | CBLS |
|---|---|---|
| 2026 | 0.84% | 0.00% |
| 2025 | 1.80% | 0.90% |
| 2024 | 2.19% | 0.73% |
| 2023 | 1.01% | 0.44% |
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