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DIVP vs SPY

Comparison between CULLEN ENHANCED EQUITY INCOME ETF (DIVP, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

DIVP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIVP
$54M
Winner
SPY
$781B
Expense Ratio
DIVP
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVP
14.87%
SPY
56.47%
Sharpe Ratio
DIVP
0.92
Winner
SPY
1.25
5Y Beta
Winner
DIVP
0.44
SPY
1.00
P/E Ratio
Winner
DIVP
15.57
SPY
28.78
Forward P/E
Winner
DIVP
13.76
SPY
21.23
PEG Ratio
DIVP
0.14
SPY
N/A
5Y Dividends CAGR
DIVP
N/A
SPY
6.00%
5Y EPS CAGR
DIVP
6.75%
Winner
SPY
25.62%
Debt to Equity
DIVP
62.86%
Winner
SPY
31.92%
P/S Ratio
Winner
DIVP
1.85
SPY
3.76
P/B Ratio
Winner
DIVP
2.23
SPY
5.64

DIVP vs SPY - Holdings Comparison

DIVP and SPY have 32 common holdings. Overlap is 5.62%

DIVP's top 25 holdings weight is 80.24%. SPY's top 25 holdings weight is 51.74%.

RankDIVPSPY
#1
UNITEDHEALTH GROUP INC (UNH) - 4.13%
NVIDIA CORP (NVDA) - 7.89%
#2
INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 4.10%
APPLE INC (AAPL) - 7.37%
#3
MERCK & CO INC (MRK) - 4.10%
MICROSOFT CORP (MSFT) - 4.50%
#4
SYSCO CORP (SYY) - 3.67%
AMAZON.COM INC (AMZN) - 3.82%
#5
EOG RESOURCES INC (EOG) - 3.64%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BRISTOL-MYERS SQUIBB CO (BMY) - 3.45%
BROADCOM INC (AVGO) - 2.86%
#7
CONOCOPHILLIPS (COP) - 3.40%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
TRUIST FINANCIAL CORP (TFC) - 3.36%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
VICI PROPERTIES INC ORDINARY SHARES (VICI) - 3.35%
TESLA INC (TSLA) - 1.70%
#10
CASH (n/a) - 3.34%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
KEURIG DR PEPPER INC (KDP) - 3.21%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
HEALTHPEAK PROPERTIES INC (DOC) - 3.14%
ELI LILLY AND CO (LLY) - 1.40%
#13
CITIGROUP INC (C) - 3.14%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
DUKE ENERGY CORP (DUK) - 3.09%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
BECTON DICKINSON & CO (BDX) - 3.07%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
MEDTRONIC PLC (MDT) - 3.02%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
RESTAURANT BRANDS INTERNATIONAL INC (QSR) - 2.99%
VISA INC CLASS A (V) - 0.90%
#18
PPL CORP (PPL) - 2.92%
WALMART INC (WMT) - 0.76%
#19
ALTRIA GROUP INC (MO) - 2.86%
INTEL CORP (INTC) - 0.75%
#20
UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.83%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
EXXON MOBIL CORP (XOM) - 2.83%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
QUALCOMM INC (QCOM) - 2.69%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
BRITISH AMERICAN TOBACCO PLC ADR (BTI) - 2.68%
ABBVIE INC (ABBV) - 0.66%
#24
FIRST HORIZON CORP (FHN) - 2.64%
CATERPILLAR INC (CAT) - 0.65%
#25
VERIZON COMMUNICATIONS INC (VZ) - 2.59%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings46505

DIVP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIVP
+3.39%
SPY
+0.52%
3M
DIVP
+5.20%
Winner
SPY
+6.55%
6M
DIVP
+8.14%
Winner
SPY
+9.76%
1Y
DIVP
+13.65%
Winner
SPY
+20.32%
5Y(CAGR)
DIVP
N/A
SPY
+13.01%
10Y(CAGR)
DIVP
N/A
SPY
+15.06%
Max(CAGR)
Winner
DIVP
+10.49%
SPY
+8.50%

DIVP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVPSPY
2026+10.37%+10.11%
2025+7.86%+18.00%
2024+5.74%+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DIVP vs SPY Drawdown Comparison

The maximum drawdown for DIVP was -12.25%, occurring on Apr 8, 2025. Recovery took 158 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DIVP drawdown is -0.48%. The current SPY drawdown is -1.24%.

RankDIVPSPY
#1-12.25%
Nov 29, 2024 - Jul 22, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-6.28%
Feb 11, 2026 - May 22, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.49%
Jul 23, 2025 - Dec 12, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-4.43%
May 17, 2024 - Jul 17, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-3.96%
Mar 28, 2024 - May 10, 2024		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-3.66%
Jul 31, 2024 - Aug 19, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-2.80%
Oct 18, 2024 - Nov 22, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-2.45%
Jun 12, 2026 - Jun 26, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-2.34%
Jul 7, 2026 - Jul 14, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-2.13%
Jul 17, 2024 - Jul 30, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.53%
Aug 30, 2024 - Sep 16, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.37%
Sep 30, 2024 - Oct 14, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.24%
Jan 6, 2026 - Jan 8, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.19%
May 22, 2026 - Jun 5, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.15%
Dec 15, 2025 - Jan 5, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIVP and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

DIVP vs SPY dividend yield comparison.

YearDIVPSPY
20263.08%0.49%
20256.06%1.07%
20245.92%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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