CLPAX vs. VOO
Compare and contrast key facts about Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) and Vanguard S&P 500 ETF (VOO).
CLPAX is managed by Catalyst Mutual Funds. It was launched on Dec 30, 2013. 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: CLPAX or VOO.
Correlation
The correlation between CLPAX and VOO is 0.83, 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. VOO - Performance Comparison
Key characteristics
CLPAX:
1.06
VOO:
2.25
CLPAX:
1.52
VOO:
2.98
CLPAX:
1.19
VOO:
1.42
CLPAX:
1.13
VOO:
3.31
CLPAX:
4.27
VOO:
14.77
CLPAX:
3.24%
VOO:
1.90%
CLPAX:
13.08%
VOO:
12.46%
CLPAX:
-36.85%
VOO:
-33.99%
CLPAX:
-3.00%
VOO:
-2.47%
Returns By Period
In the year-to-date period, CLPAX achieves a 12.87% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, CLPAX has underperformed VOO with an annualized return of 1.25%, while VOO has yielded a comparatively higher 13.08% annualized return.
CLPAX
12.87%
2.80%
5.08%
12.97%
4.20%
1.25%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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CLPAX vs. VOO - Expense Ratio Comparison
CLPAX has a 1.74% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CLPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) 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
CLPAX vs. VOO - Dividend Comparison
CLPAX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLPAX Catalyst Nasdaq-100 Hedged Equity Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.08% | 0.29% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
CLPAX vs. VOO - Drawdown Comparison
The maximum CLPAX drawdown since its inception was -36.85%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CLPAX and VOO. For additional features, visit the drawdowns tool.
Volatility
CLPAX vs. VOO - Volatility Comparison
Catalyst Nasdaq-100 Hedged Equity Fund (CLPAX) has a higher volatility of 4.55% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that CLPAX'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.