CAXAX vs. VOO
Compare and contrast key facts about Catalyst/MAP Global Equity Fund (CAXAX) and Vanguard S&P 500 ETF (VOO).
CAXAX is managed by Catalyst Mutual Funds. It was launched on Jul 28, 2011. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAXAX or VOO.
Correlation
The correlation between CAXAX and VOO is 0.82, 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. VOO - Performance Comparison
Key characteristics
CAXAX:
0.25
VOO:
1.88
CAXAX:
0.37
VOO:
2.52
CAXAX:
1.06
VOO:
1.35
CAXAX:
0.23
VOO:
2.83
CAXAX:
0.84
VOO:
11.96
CAXAX:
3.18%
VOO:
2.00%
CAXAX:
10.67%
VOO:
12.70%
CAXAX:
-33.04%
VOO:
-33.99%
CAXAX:
-10.86%
VOO:
-3.91%
Returns By Period
In the year-to-date period, CAXAX achieves a 1.19% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, CAXAX has underperformed VOO with an annualized return of 4.79%, while VOO has yielded a comparatively higher 13.26% annualized return.
CAXAX
1.19%
-4.49%
-6.71%
2.26%
3.82%
4.79%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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CAXAX vs. VOO - Expense Ratio Comparison
CAXAX has a 1.21% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CAXAX vs. VOO — Risk-Adjusted Performance Rank
CAXAX
VOO
CAXAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/MAP Global Equity Fund (CAXAX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
CAXAX's dividend yield for the trailing twelve months is around 1.36%, more than VOO's 1.25% 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% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CAXAX vs. VOO - Drawdown Comparison
The maximum CAXAX drawdown since its inception was -33.04%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CAXAX and VOO. For additional features, visit the drawdowns tool.
Volatility
CAXAX vs. VOO - Volatility Comparison
Catalyst/MAP Global Equity Fund (CAXAX) has a higher volatility of 6.40% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that CAXAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.