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 Dec 19, 2013.
Performance
CMUVX vs. VIG - Performance Comparison
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CMUVX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
CMUVX Catholic Responsible Investments Magnus 75/25 Fund | -2.21% | 14.69% | 13.39% | 19.07% | -17.54% | 3.47% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 5.35% |
Returns By Period
In the year-to-date period, CMUVX achieves a -2.21% return, which is significantly lower than VIG's -1.48% return.
CMUVX
- 1D
- 2.20%
- 1M
- -4.74%
- YTD
- -2.21%
- 6M
- -0.70%
- 1Y
- 13.85%
- 3Y*
- 12.49%
- 5Y*
- —
- 10Y*
- —
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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CMUVX vs. VIG - Expense Ratio Comparison
CMUVX has a 0.15% expense ratio, which is higher than VIG's 0.04% 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%.
Return for Risk
CMUVX vs. VIG — Risk / Return Rank
CMUVX
VIG
CMUVX vs. VIG - Risk-Adjusted Trends 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.
| CMUVX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.05 | 0.87 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.58 | 1.33 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.19 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.50 | 1.20 | +0.30 |
Martin ratioReturn relative to average drawdown | 6.92 | 5.31 | +1.61 |
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
| CMUVX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.05 | 0.87 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 0.69 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.77 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.46 | 0.57 | -0.11 |
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.
Dividends
CMUVX vs. VIG - Dividend Comparison
CMUVX's dividend yield for the trailing twelve months is around 36.96%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CMUVX Catholic Responsible Investments Magnus 75/25 Fund | 36.96% | 36.14% | 2.54% | 2.03% | 2.47% | 0.06% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
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
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.
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Drawdown Indicators
| CMUVX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -23.51% | -46.81% | +23.30% |
Max Drawdown (1Y)Largest decline over 1 year | -9.68% | -10.83% | +1.15% |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -5.56% | -5.73% | +0.17% |
Average DrawdownAverage peak-to-trough decline | -6.48% | -5.55% | -0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.10% | 2.45% | -0.35% |
Volatility
CMUVX vs. VIG - Volatility Comparison
Catholic Responsible Investments Magnus 75/25 Fund (CMUVX) has a higher volatility of 4.59% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.05%. 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.
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Volatility by Period
| CMUVX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.59% | 4.05% | +0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.59% | 7.82% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.73% | 15.28% | -1.55% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.24% | 14.26% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 13.24% | 16.04% | -2.80% |