CLTAX vs. VIG
Compare and contrast key facts about Catalyst/Lyons Tactical Allocation Fund (CLTAX) and Vanguard Dividend Appreciation ETF (VIG).
CLTAX is managed by Catalyst Mutual Funds. It was launched on Jul 1, 2012. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CLTAX or VIG.
Correlation
The correlation between CLTAX and VIG 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
CLTAX vs. VIG - Performance Comparison
Key characteristics
CLTAX:
0.49
VIG:
1.61
CLTAX:
0.75
VIG:
2.25
CLTAX:
1.09
VIG:
1.29
CLTAX:
0.23
VIG:
3.13
CLTAX:
1.80
VIG:
9.01
CLTAX:
3.32%
VIG:
1.86%
CLTAX:
12.31%
VIG:
10.45%
CLTAX:
-37.30%
VIG:
-46.81%
CLTAX:
-21.89%
VIG:
-4.22%
Returns By Period
In the year-to-date period, CLTAX achieves a 2.12% return, which is significantly higher than VIG's -0.33% return. Over the past 10 years, CLTAX has underperformed VIG with an annualized return of 1.42%, while VIG has yielded a comparatively higher 11.54% annualized return.
CLTAX
2.12%
-2.46%
-1.82%
5.99%
2.53%
1.42%
VIG
-0.33%
-2.97%
3.38%
16.54%
10.91%
11.54%
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CLTAX vs. VIG - Expense Ratio Comparison
CLTAX has a 1.53% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
CLTAX vs. VIG — Risk-Adjusted Performance Rank
CLTAX
VIG
CLTAX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/Lyons Tactical Allocation Fund (CLTAX) and Vanguard Dividend Appreciation ETF (VIG). 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
CLTAX vs. VIG - Dividend Comparison
CLTAX's dividend yield for the trailing twelve months is around 0.02%, less than VIG's 1.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLTAX Catalyst/Lyons Tactical Allocation Fund | 0.02% | 0.02% | 1.02% | 0.00% | 0.00% | 0.00% | 1.10% | 0.60% | 1.46% | 1.35% | 0.61% | 0.88% |
VIG Vanguard Dividend Appreciation ETF | 1.73% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
CLTAX vs. VIG - Drawdown Comparison
The maximum CLTAX drawdown since its inception was -37.30%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CLTAX and VIG. For additional features, visit the drawdowns tool.
Volatility
CLTAX vs. VIG - Volatility Comparison
Catalyst/Lyons Tactical Allocation Fund (CLTAX) has a higher volatility of 4.29% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.08%. This indicates that CLTAX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.