MLXIX vs. VUAA.L
Compare and contrast key facts about Catalyst Energy Infrastructure Fund (MLXIX) and Vanguard S&P 500 UCITS ETF (VUAA.L).
MLXIX is managed by Catalyst Mutual Funds. It was launched on Dec 21, 2014. VUAA.L is a passively managed fund by Vanguard Group (Ireland) Limited that tracks the performance of the S&P 500 Index. It was launched on May 14, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MLXIX or VUAA.L.
Correlation
The correlation between MLXIX and VUAA.L 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
MLXIX vs. VUAA.L - Performance Comparison
Key characteristics
MLXIX:
3.51
VUAA.L:
1.93
MLXIX:
4.50
VUAA.L:
2.69
MLXIX:
1.61
VUAA.L:
1.36
MLXIX:
5.25
VUAA.L:
3.03
MLXIX:
21.43
VUAA.L:
12.02
MLXIX:
2.54%
VUAA.L:
1.94%
MLXIX:
15.55%
VUAA.L:
12.08%
MLXIX:
-77.04%
VUAA.L:
-34.05%
MLXIX:
0.00%
VUAA.L:
-4.18%
Returns By Period
In the year-to-date period, MLXIX achieves a 5.98% return, which is significantly higher than VUAA.L's -1.67% return.
MLXIX
5.98%
6.30%
23.71%
53.01%
17.56%
5.71%
VUAA.L
-1.67%
-3.63%
3.80%
23.32%
13.49%
N/A
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MLXIX vs. VUAA.L - Expense Ratio Comparison
MLXIX has a 1.43% expense ratio, which is higher than VUAA.L's 0.07% expense ratio.
Risk-Adjusted Performance
MLXIX vs. VUAA.L — Risk-Adjusted Performance Rank
MLXIX
VUAA.L
MLXIX vs. VUAA.L - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst Energy Infrastructure Fund (MLXIX) and Vanguard S&P 500 UCITS ETF (VUAA.L). 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
MLXIX vs. VUAA.L - Dividend Comparison
MLXIX's dividend yield for the trailing twelve months is around 4.74%, while VUAA.L has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MLXIX Catalyst Energy Infrastructure Fund | 4.74% | 5.02% | 6.67% | 7.15% | 8.26% | 12.86% | 15.97% | 15.64% | 11.38% | 8.74% | 11.49% |
VUAA.L Vanguard S&P 500 UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
MLXIX vs. VUAA.L - Drawdown Comparison
The maximum MLXIX drawdown since its inception was -77.04%, which is greater than VUAA.L's maximum drawdown of -34.05%. Use the drawdown chart below to compare losses from any high point for MLXIX and VUAA.L. For additional features, visit the drawdowns tool.
Volatility
MLXIX vs. VUAA.L - Volatility Comparison
Catalyst Energy Infrastructure Fund (MLXIX) has a higher volatility of 6.22% compared to Vanguard S&P 500 UCITS ETF (VUAA.L) at 4.01%. This indicates that MLXIX's price experiences larger fluctuations and is considered to be riskier than VUAA.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.