HIIFX vs. VOO
Compare and contrast key facts about Catalyst/SMH High Income Fund (HIIFX) and Vanguard S&P 500 ETF (VOO).
HIIFX is managed by Catalyst Mutual Funds. It was launched on May 21, 2008. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HIIFX or VOO.
Correlation
The correlation between HIIFX and VOO is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HIIFX vs. VOO - Performance Comparison
Key characteristics
HIIFX:
1.71
VOO:
1.88
HIIFX:
2.51
VOO:
2.52
HIIFX:
1.34
VOO:
1.35
HIIFX:
2.51
VOO:
2.83
HIIFX:
10.26
VOO:
11.96
HIIFX:
0.73%
VOO:
2.00%
HIIFX:
4.39%
VOO:
12.70%
HIIFX:
-47.99%
VOO:
-33.99%
HIIFX:
-2.73%
VOO:
-3.91%
Returns By Period
In the year-to-date period, HIIFX achieves a -0.81% return, which is significantly lower than VOO's -0.66% return. Over the past 10 years, HIIFX has underperformed VOO with an annualized return of 4.37%, while VOO has yielded a comparatively higher 13.26% annualized return.
HIIFX
-0.81%
-2.13%
2.17%
7.21%
4.87%
4.37%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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HIIFX vs. VOO - Expense Ratio Comparison
HIIFX has a 1.49% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HIIFX vs. VOO — Risk-Adjusted Performance Rank
HIIFX
VOO
HIIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH High Income Fund (HIIFX) and Vanguard S&P 500 ETF (VOO). 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
HIIFX vs. VOO - Dividend Comparison
HIIFX's dividend yield for the trailing twelve months is around 5.86%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HIIFX Catalyst/SMH High Income Fund | 5.86% | 5.81% | 6.56% | 6.65% | 3.92% | 4.85% | 5.37% | 5.65% | 5.51% | 6.86% | 12.15% | 8.36% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HIIFX vs. VOO - Drawdown Comparison
The maximum HIIFX drawdown since its inception was -47.99%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HIIFX and VOO. For additional features, visit the drawdowns tool.
Volatility
HIIFX vs. VOO - Volatility Comparison
The current volatility for Catalyst/SMH High Income Fund (HIIFX) is 1.59%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that HIIFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.