CMUVX vs. VIG
Compare and contrast key facts about Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) and Vanguard Dividend Appreciation ETF (VIG).
CMUVX is managed by Catholic Responsible Investments Funds. It was launched on Dec 2, 2021. 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: CMUVX or VIG.
Correlation
The correlation between CMUVX and VIG is 0.90, 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
CMUVX vs. VIG - Performance Comparison
Key characteristics
CMUVX:
1.47
VIG:
1.78
CMUVX:
2.03
VIG:
2.49
CMUVX:
1.27
VIG:
1.32
CMUVX:
2.34
VIG:
3.47
CMUVX:
8.03
VIG:
9.83
CMUVX:
1.80%
VIG:
1.90%
CMUVX:
9.84%
VIG:
10.48%
CMUVX:
-23.51%
VIG:
-46.81%
CMUVX:
-0.70%
VIG:
0.00%
Returns By Period
In the year-to-date period, CMUVX achieves a 3.26% return, which is significantly lower than VIG's 4.27% return.
CMUVX
3.26%
4.33%
7.60%
13.76%
N/A
N/A
VIG
4.27%
5.89%
9.94%
18.21%
11.54%
11.72%
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CMUVX vs. VIG - Expense Ratio Comparison
CMUVX has a 0.15% expense ratio, which is higher than VIG's 0.06% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
CMUVX vs. VIG — Risk-Adjusted Performance Rank
CMUVX
VIG
CMUVX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) 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
CMUVX vs. VIG - Dividend Comparison
CMUVX's dividend yield for the trailing twelve months is around 2.12%, more than VIG's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMUVX Catholic Responsible Investments Magnus 75/25 Fund | 2.12% | 2.19% | 1.81% | 1.54% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
CMUVX vs. VIG - Drawdown Comparison
The maximum CMUVX drawdown since its inception was -23.51%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CMUVX and VIG. For additional features, visit the drawdowns tool.
Volatility
CMUVX vs. VIG - Volatility Comparison
Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) has a higher volatility of 2.78% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.46%. This indicates that CMUVX'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.