NINDX vs. VOO

In the year-to-date period, NINDX achieves a -4.39% return, which is significantly lower than VOO's -3.66% return. Both investments have delivered pretty close results over the past 10 years, with NINDX having a 13.84% annualized return and VOO not far ahead at 14.14%.

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NINDX has a 0.20% expense ratio, which is higher than VOO's 0.03% 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%.

This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Index Fund (NINDX) 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.

The current NINDX Sharpe Ratio is 0.96, which is comparable to the VOO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of NINDX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

The correlation between NINDX and VOO is 1.00, 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.

NINDX's dividend yield for the trailing twelve months is around 28.39%, more than VOO's 1.18% yield.

The maximum NINDX drawdown since its inception was -55.32%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NINDX and VOO.

Columbia Large Cap Index Fund (NINDX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.34% and 5.34%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.