Quick Verdict

VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 505 holdings.

Lower Fees: VOOHigher Returns: VOOMore Diversified: VOO

Side-by-Side Comparison

MetricDIVPVOOWinner
Expense Ratio0.55%0.03%
AUM$57M$979.0B
Dividend Yield6.49%1.09%
Holdings42509
YTD Return+11.63%+13.80%
1Y Return+16.45%+23.71%
3Y Return (annualized)-+21.50%
5Y Return (annualized)-+13.44%
Volatility (annualized)10.1%14.1%
Max Drawdown-13.4%-34.3%
Fund FamilyCullen FundsVanguard (US)
CategoryEquityEquity
InceptionMar 6, 2024Sep 7, 2010

DIVP vs VOO Performance

Cullen Enhanced Equity Income ETF (DIVP) is a ETF from Cullen Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DIVP returned +16.45% while VOO returned +23.71%. Year to date, DIVP is up 11.63% versus a gain of 13.80% for VOO.

Risk: Volatility and Drawdowns

VOO has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 10.1% for DIVP. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -13.4% for DIVP and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.39. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DIVP charges 0.55% per year while VOO charges 0.03%. On a $10,000 position that is $55 vs $3 annually, a gap of $52 per year that compounds over a long holding period. On income, DIVP currently yields 6.49% against 1.09% for VOO.

Holdings Overlap

5.8%overlap

DIVP and VOO share 30 holdings out of 510 unique holdings combined, representing a 5.8% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DIVPWeight in VOODifference
UNH4.09%0.59%3.50%
MRK4.15%0.49%3.66%
IBM3.84%0.41%3.43%
EOGProProPro
XOMProProPro
BMYProProPro
SYYProProPro
COPProProPro
CProProPro
VICIProProPro
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Frequently Asked Questions

Which is cheaper, DIVP or VOO?

DIVP has an expense ratio of 0.55% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $52 per year of difference.

Which performed better, DIVP or VOO?

Over the past year DIVP returned +16.45% vs +23.71% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (2 years), DIVP annualized +10.22% vs +13.58% for VOO. Past performance does not guarantee future results.

Which is riskier, DIVP or VOO?

VOO has been the more volatile fund at 14.1% annualized versus 10.1% for DIVP. Worst drawdown: DIVP -13.4% vs VOO -34.3%.

Should I hold both DIVP and VOO?

DIVP and VOO have a monthly-return correlation of 0.39, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DIVP and VOO?

DIVP and VOO share 30 common holdings with a 5.8% weight overlap. Combined, they hold 510 unique securities.

Which pays a higher dividend, DIVP or VOO?

DIVP yields 6.49% while VOO yields 1.09%, so DIVP currently pays the higher dividend yield.

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