TRIFX vs. VOO
Compare and contrast key facts about Catalyst/SMH Total Return Income Fund (TRIFX) and Vanguard S&P 500 ETF (VOO).
TRIFX is managed by Catalyst Mutual Funds. It was launched on May 20, 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: TRIFX or VOO.
Correlation
The correlation between TRIFX and VOO is 0.70, 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
TRIFX vs. VOO - Performance Comparison
Key characteristics
TRIFX:
1.65
VOO:
1.88
TRIFX:
2.31
VOO:
2.52
TRIFX:
1.31
VOO:
1.35
TRIFX:
2.59
VOO:
2.83
TRIFX:
8.66
VOO:
11.96
TRIFX:
1.26%
VOO:
2.00%
TRIFX:
6.66%
VOO:
12.70%
TRIFX:
-51.11%
VOO:
-33.99%
TRIFX:
-2.97%
VOO:
-3.91%
Returns By Period
In the year-to-date period, TRIFX achieves a -0.21% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, TRIFX has underperformed VOO with an annualized return of 6.00%, while VOO has yielded a comparatively higher 13.26% annualized return.
TRIFX
-0.21%
-1.79%
3.16%
10.70%
7.49%
6.00%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
TRIFX vs. VOO - Expense Ratio Comparison
TRIFX has a 1.58% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
TRIFX vs. VOO — Risk-Adjusted Performance Rank
TRIFX
VOO
TRIFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Catalyst/SMH Total Return Income Fund (TRIFX) 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
TRIFX vs. VOO - Dividend Comparison
TRIFX's dividend yield for the trailing twelve months is around 7.43%, more than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIFX Catalyst/SMH Total Return Income Fund | 7.43% | 7.41% | 5.45% | 4.83% | 5.17% | 5.47% | 5.38% | 7.11% | 6.50% | 6.14% | 10.00% | 7.03% |
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
TRIFX vs. VOO - Drawdown Comparison
The maximum TRIFX drawdown since its inception was -51.11%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for TRIFX and VOO. For additional features, visit the drawdowns tool.
Volatility
TRIFX vs. VOO - Volatility Comparison
The current volatility for Catalyst/SMH Total Return Income Fund (TRIFX) is 2.66%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.56%. This indicates that TRIFX 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.