CLPAX vs. VGT
Compare and contrast key facts about Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and Vanguard Information Technology ETF (VGT).
CLPAX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2013. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004.
Performance
CLPAX vs. VGT - Performance Comparison
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CLPAX vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | -6.01% | 12.32% | 11.42% | 35.92% | -30.54% | 13.11% | 5.25% | 19.41% | -3.65% | 8.20% |
VGT Vanguard Information Technology ETF | -6.16% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CLPAX having a -6.01% return and VGT slightly lower at -6.16%. Over the past 10 years, CLPAX has underperformed VGT with an annualized return of 5.45%, while VGT has yielded a comparatively higher 21.51% annualized return.
CLPAX
- 1D
- 1.12%
- 1M
- -4.88%
- YTD
- -6.01%
- 6M
- -6.20%
- 1Y
- 14.98%
- 3Y*
- 11.51%
- 5Y*
- 4.87%
- 10Y*
- 5.45%
VGT
- 1D
- 1.28%
- 1M
- -3.61%
- YTD
- -6.16%
- 6M
- -5.90%
- 1Y
- 29.76%
- 3Y*
- 23.10%
- 5Y*
- 14.83%
- 10Y*
- 21.51%
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CLPAX vs. VGT - Expense Ratio Comparison
CLPAX has a 1.74% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
CLPAX vs. VGT — Risk / Return Rank
CLPAX
VGT
CLPAX vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and Vanguard Information Technology ETF (VGT). 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.
| CLPAX | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.95 | 1.10 | -0.14 |
Sortino ratioReturn per unit of downside risk | 1.47 | 1.67 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.23 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.21 | 1.88 | -0.67 |
Martin ratioReturn relative to average drawdown | 3.60 | 5.77 | -2.17 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CLPAX | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.95 | 1.10 | -0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.31 | 0.59 | -0.28 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.88 | -0.50 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.34 | 0.61 | -0.26 |
Correlation
The correlation between CLPAX and VGT is 0.85, 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.
Dividends
CLPAX vs. VGT - Dividend Comparison
CLPAX's dividend yield for the trailing twelve months is around 9.69%, more than VGT's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 9.69% | 9.10% | 0.00% | 0.00% | 2.68% | 0.32% | 0.49% | 5.41% | 0.30% | 0.02% | 0.00% | 17.26% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
CLPAX vs. VGT - Drawdown Comparison
The maximum CLPAX drawdown since its inception was -32.47%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CLPAX and VGT.
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Drawdown Indicators
| CLPAX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.47% | -54.63% | +22.16% |
Max Drawdown (1Y)Largest decline over 1 year | -12.87% | -16.40% | +3.53% |
Max Drawdown (5Y)Largest decline over 5 years | -32.47% | -35.07% | +2.60% |
Max Drawdown (10Y)Largest decline over 10 years | -32.47% | -35.07% | +2.60% |
Current DrawdownCurrent decline from peak | -11.89% | -11.66% | -0.23% |
Average DrawdownAverage peak-to-trough decline | -8.16% | -8.00% | -0.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.32% | 5.35% | -1.03% |
Volatility
CLPAX vs. VGT - Volatility Comparison
The current volatility for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) is 3.45%, while Vanguard Information Technology ETF (VGT) has a volatility of 8.03%. This indicates that CLPAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CLPAX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 8.03% | -4.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.92% | 16.35% | -6.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.59% | 27.27% | -10.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.63% | 25.06% | -9.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.39% | 24.48% | -10.09% |