ATFV vs DIVP
Alger 35 ETF vs Cullen Enhanced Equity Income ETF
Which is better, ATFV or DIVP?
Each has led over a different period.
ATFV led over the full window, DIVP over 1Y.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | ATFV | DIVP |
|---|---|---|
| Expense Ratio | 0.55%Tie | 0.55%Tie |
| AUM | $629M | $61M |
| Dividend Yield | 0.17% | 6.81% |
| Holdings | 36 | 47 |
| YTD Return | +10.86%Best | +9.06% |
| 1Y Return | +11.47% | +14.04%Best |
| 3Y Return (annualized) | +37.88% | - |
| 5Y Return (annualized) | +12.24% | - |
| Volatility (annualized) | 24.2% | 10.4%Best |
| Max Drawdown | -29.0% | -13.4%Best |
| $10,000 over 2.6 years | $19,143Best | $12,357 |
| Fund Family | Alger | Cullen Funds |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Growth |
| Inception | May 4, 2021 | Mar 6, 2024 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.6 years row, are measured over the window both funds cover: Mar 7, 2024 to Oct 14, 2026 (2.6 years).
ATFV vs DIVP growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.6 years both funds cover.
ATFV vs DIVP Performance
Alger 35 ETF (ATFV) is an ETF from Alger and Cullen Enhanced Equity Income ETF (DIVP) is an ETF from Cullen Funds. Over the past year ATFV returned +11.47% while DIVP returned +14.04%. Year to date, ATFV is up 10.86% versus a gain of 9.06% for DIVP.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
ATFV has been the more volatile fund, with annualized monthly volatility of 24.2% compared with 10.4% 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 -29.0% for ATFV and -13.4% for DIVP. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.03. They move largely independently of each other.
Fees and Cost Over Time
ATFV charges 0.55% per year while DIVP charges 0.55%. On a $10,000 position that is $55 vs $55 annually. On income, ATFV currently yields 0.17% against 6.81% for DIVP.
You are not choosing between two funds in isolation.
Whichever of ATFV and DIVP you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, ATFV or DIVP?
ATFV has an expense ratio of 0.55% while DIVP charges 0.55%. At the precision these are quoted to, they cost the same.
Which performed better, ATFV or DIVP?
Over the past year ATFV returned +11.47% vs +14.04% for DIVP, so DIVP leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, ATFV or DIVP?
ATFV has been the more volatile fund at 24.2% annualized versus 10.4% for DIVP. Worst drawdown: ATFV -29.0% vs DIVP -13.4%.
Should I hold both ATFV and DIVP?
ATFV and DIVP have a monthly-return correlation of 0.03, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, ATFV or DIVP?
ATFV yields 0.17% while DIVP yields 6.81%, so DIVP currently pays the higher dividend yield.
Is DIVP better than ATFV?
ATFV led over the full window, DIVP over 1Y. Which one suits a particular account depends on what it is for. This is information, not a recommendation.