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 Dec 19, 2013.
Performance
CLTAX vs. VIG - Performance Comparison
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CLTAX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CLTAX Catalyst/Lyons Tactical Allocation Fund | -5.68% | 15.26% | 3.51% | 10.16% | -24.36% | 17.82% | 27.88% | 2.80% | -4.99% | 16.74% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, CLTAX achieves a -5.68% return, which is significantly lower than VIG's -1.48% return. Over the past 10 years, CLTAX has underperformed VIG with an annualized return of 5.60%, while VIG has yielded a comparatively higher 12.29% annualized return.
CLTAX
- 1D
- -1.19%
- 1M
- -10.37%
- YTD
- -5.68%
- 6M
- -3.98%
- 1Y
- 10.92%
- 3Y*
- 6.89%
- 5Y*
- 0.80%
- 10Y*
- 5.60%
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
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CLTAX vs. VIG - Expense Ratio Comparison
CLTAX has a 1.53% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
CLTAX vs. VIG — Risk / Return Rank
CLTAX
VIG
CLTAX vs. VIG - Risk-Adjusted Trends 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.
| CLTAX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.87 | -0.26 |
Sortino ratioReturn per unit of downside risk | 0.99 | 1.33 | -0.34 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.19 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 0.85 | 1.20 | -0.35 |
Martin ratioReturn relative to average drawdown | 3.40 | 5.31 | -1.91 |
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
| CLTAX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.87 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.06 | 0.69 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.40 | 0.77 | -0.37 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.54 | 0.57 | -0.03 |
Correlation
The correlation between CLTAX and VIG is 0.79, 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
CLTAX vs. VIG - Dividend Comparison
CLTAX's dividend yield for the trailing twelve months is around 10.67%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CLTAX Catalyst/Lyons Tactical Allocation Fund | 10.67% | 10.06% | 0.02% | 1.02% | 12.48% | 0.55% | 3.42% | 12.17% | 2.73% | 2.81% | 1.35% | 6.33% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
CLTAX vs. VIG - Drawdown Comparison
The maximum CLTAX drawdown since its inception was -28.93%, 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.
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Drawdown Indicators
| CLTAX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.93% | -46.81% | +17.88% |
Max Drawdown (1Y)Largest decline over 1 year | -10.91% | -10.83% | -0.08% |
Max Drawdown (5Y)Largest decline over 5 years | -26.92% | -20.39% | -6.53% |
Max Drawdown (10Y)Largest decline over 10 years | -28.93% | -31.72% | +2.79% |
Current DrawdownCurrent decline from peak | -10.91% | -5.73% | -5.18% |
Average DrawdownAverage peak-to-trough decline | -8.10% | -5.55% | -2.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.73% | 2.45% | +0.28% |
Volatility
CLTAX vs. VIG - Volatility Comparison
Catalyst/Lyons Tactical Allocation Fund (CLTAX) has a higher volatility of 5.92% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.05%. 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.
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Volatility by Period
| CLTAX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.92% | 4.05% | +1.87% |
Volatility (6M)Calculated over the trailing 6-month period | 12.76% | 7.82% | +4.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.09% | 15.28% | +3.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.46% | 14.26% | +0.20% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.18% | 16.04% | -1.86% |