CMMVX vs. QDTE
Compare and contrast key facts about Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE).
CMMVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. QDTE is an actively managed fund by Roundhill. It was launched on Mar 6, 2024.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CMMVX or QDTE.
Correlation
The correlation between CMMVX and QDTE is 0.81, 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
CMMVX vs. QDTE - Performance Comparison
Key characteristics
CMMVX:
8.29%
QDTE:
17.10%
CMMVX:
-20.58%
QDTE:
-10.74%
CMMVX:
-1.98%
QDTE:
-2.86%
Returns By Period
In the year-to-date period, CMMVX achieves a 1.51% return, which is significantly lower than QDTE's 2.21% return.
CMMVX
1.51%
1.04%
7.94%
11.89%
N/A
N/A
QDTE
2.21%
0.95%
21.31%
N/A
N/A
N/A
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CMMVX vs. QDTE - Expense Ratio Comparison
CMMVX has a 0.15% expense ratio, which is lower than QDTE's 0.95% expense ratio.
Risk-Adjusted Performance
CMMVX vs. QDTE — Risk-Adjusted Performance Rank
CMMVX
QDTE
CMMVX vs. QDTE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) and Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE). 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.
Not enough dataDividends
CMMVX vs. QDTE - Dividend Comparison
CMMVX's dividend yield for the trailing twelve months is around 2.39%, less than QDTE's 35.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|
CMMVX Catholic Responsible Investments Magnus 60/40 Beta Plus Fund | 2.39% | 2.42% | 2.31% | 1.76% | 0.08% |
QDTE Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF | 35.55% | 32.10% | 0.00% | 0.00% | 0.00% |
Drawdowns
CMMVX vs. QDTE - Drawdown Comparison
The maximum CMMVX drawdown since its inception was -20.58%, which is greater than QDTE's maximum drawdown of -10.74%. Use the drawdown chart below to compare losses from any high point for CMMVX and QDTE. For additional features, visit the drawdowns tool.
Volatility
CMMVX vs. QDTE - Volatility Comparison
The current volatility for Catholic Responsible Investments Magnus 60/40 Beta Plus Fund (CMMVX) is 2.76%, while Roundhill ETF Trust - Roundhill N-100 0DTE Covered Call Strategy ETF (QDTE) has a volatility of 5.63%. This indicates that CMMVX experiences smaller price fluctuations and is considered to be less risky than QDTE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.