CAXAX vs. SCHD
Compare and contrast key facts about Catalyst/MAP Global Equity Fund (CAXAX) and Schwab US Dividend Equity ETF (SCHD).
CAXAX is managed by Catalyst Mutual Funds. It was launched on Jul 28, 2011. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAXAX or SCHD.
Correlation
The correlation between CAXAX and SCHD is 0.78, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
CAXAX vs. SCHD - Performance Comparison
Key characteristics
CAXAX:
0.25
SCHD:
1.11
CAXAX:
0.37
SCHD:
1.63
CAXAX:
1.06
SCHD:
1.19
CAXAX:
0.23
SCHD:
1.58
CAXAX:
0.84
SCHD:
4.56
CAXAX:
3.18%
SCHD:
2.76%
CAXAX:
10.67%
SCHD:
11.39%
CAXAX:
-33.04%
SCHD:
-33.37%
CAXAX:
-10.86%
SCHD:
-5.94%
Returns By Period
In the year-to-date period, CAXAX achieves a 1.19% return, which is significantly higher than SCHD's 0.73% return. Over the past 10 years, CAXAX has underperformed SCHD with an annualized return of 4.79%, while SCHD has yielded a comparatively higher 11.16% annualized return.
CAXAX
1.19%
-4.49%
-6.71%
2.26%
3.82%
4.79%
SCHD
0.73%
-2.17%
3.46%
12.27%
10.85%
11.16%
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CAXAX vs. SCHD - Expense Ratio Comparison
CAXAX has a 1.21% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
CAXAX vs. SCHD — Risk-Adjusted Performance Rank
CAXAX
SCHD
CAXAX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/MAP Global Equity Fund (CAXAX) and Schwab US Dividend Equity ETF (SCHD). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
CAXAX vs. SCHD - Dividend Comparison
CAXAX's dividend yield for the trailing twelve months is around 1.36%, less than SCHD's 3.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAXAX Catalyst/MAP Global Equity Fund | 1.36% | 1.38% | 1.78% | 0.00% | 1.75% | 1.79% | 3.33% | 0.00% | 1.61% | 1.05% | 1.19% | 1.02% |
SCHD Schwab US Dividend Equity ETF | 3.62% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
CAXAX vs. SCHD - Drawdown Comparison
The maximum CAXAX drawdown since its inception was -33.04%, roughly equal to the maximum SCHD drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for CAXAX and SCHD. For additional features, visit the drawdowns tool.
Volatility
CAXAX vs. SCHD - Volatility Comparison
Catalyst/MAP Global Equity Fund (CAXAX) has a higher volatility of 6.40% compared to Schwab US Dividend Equity ETF (SCHD) at 4.04%. This indicates that CAXAX's price experiences larger fluctuations and is considered to be riskier than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.