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:
2.11
VOO:
1.89
TRIFX:
2.98
VOO:
2.54
TRIFX:
1.41
VOO:
1.35
TRIFX:
3.31
VOO:
2.83
TRIFX:
10.99
VOO:
11.83
TRIFX:
1.27%
VOO:
2.02%
TRIFX:
6.61%
VOO:
12.66%
TRIFX:
-51.11%
VOO:
-33.99%
TRIFX:
-0.20%
VOO:
-0.42%
Returns By Period
In the year-to-date period, TRIFX achieves a 3.60% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, TRIFX has underperformed VOO with an annualized return of 5.87%, while VOO has yielded a comparatively higher 13.26% annualized return.
TRIFX
3.60%
1.48%
7.57%
14.19%
7.88%
5.87%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 7.23%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TRIFX Catalyst/SMH Total Return Income Fund | 7.23% | 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 | 1.19% | 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 1.48%, while Vanguard S&P 500 ETF (VOO) has a volatility of 2.94%. 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.