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 Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLPAX or VGT.
Correlation
The correlation between CLPAX and VGT is 0.84, 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
CLPAX vs. VGT - Performance Comparison
Key characteristics
CLPAX:
0.46
VGT:
0.51
CLPAX:
0.77
VGT:
0.90
CLPAX:
1.10
VGT:
1.12
CLPAX:
0.46
VGT:
0.56
CLPAX:
1.40
VGT:
1.88
CLPAX:
5.97%
VGT:
8.15%
CLPAX:
18.18%
VGT:
29.88%
CLPAX:
-36.85%
VGT:
-54.63%
CLPAX:
-8.86%
VGT:
-12.20%
Returns By Period
In the year-to-date period, CLPAX achieves a -3.98% return, which is significantly higher than VGT's -8.61% return. Over the past 10 years, CLPAX has underperformed VGT with an annualized return of 0.63%, while VGT has yielded a comparatively higher 19.37% annualized return.
CLPAX
-3.98%
11.65%
-1.34%
6.72%
5.55%
0.63%
VGT
-8.61%
18.58%
-2.99%
12.00%
19.61%
19.37%
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CLPAX vs. VGT - Expense Ratio Comparison
CLPAX has a 1.74% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
CLPAX vs. VGT — Risk-Adjusted Performance Rank
CLPAX
VGT
CLPAX vs. VGT - Risk-Adjusted Performance 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.
Dividends
CLPAX vs. VGT - Dividend Comparison
CLPAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.56%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 0.00% | 0.00% | 0.00% | 2.68% | 0.32% | 0.49% | 5.41% | 0.30% | 0.02% | 0.00% | 17.72% | 1.89% |
VGT Vanguard Information Technology ETF | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
CLPAX vs. VGT - Drawdown Comparison
The maximum CLPAX drawdown since its inception was -36.85%, 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. For additional features, visit the drawdowns tool.
Volatility
CLPAX vs. VGT - Volatility Comparison
The current volatility for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) is 10.91%, while Vanguard Information Technology ETF (VGT) has a volatility of 19.07%. 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.