AXBAX vs. VGT
Compare and contrast key facts about Columbia Capital Allocation Aggressive Portfolio (AXBAX) and Vanguard Information Technology ETF (VGT).
AXBAX is managed by Columbia Threadneedle. It was launched on Mar 3, 2004. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AXBAX or VGT.
Correlation
The correlation between AXBAX and VGT is 0.85, 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
AXBAX vs. VGT - Performance Comparison
Key characteristics
AXBAX:
1.12
VGT:
1.20
AXBAX:
1.53
VGT:
1.65
AXBAX:
1.21
VGT:
1.22
AXBAX:
0.79
VGT:
1.76
AXBAX:
4.64
VGT:
6.12
AXBAX:
2.72%
VGT:
4.39%
AXBAX:
11.27%
VGT:
22.30%
AXBAX:
-56.66%
VGT:
-54.63%
AXBAX:
-4.46%
VGT:
-0.88%
Returns By Period
In the year-to-date period, AXBAX achieves a 4.31% return, which is significantly higher than VGT's 3.17% return. Over the past 10 years, AXBAX has underperformed VGT with an annualized return of 1.92%, while VGT has yielded a comparatively higher 20.64% annualized return.
AXBAX
4.31%
1.73%
2.70%
13.08%
2.59%
1.92%
VGT
3.17%
1.41%
12.88%
29.47%
20.41%
20.64%
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AXBAX vs. VGT - Expense Ratio Comparison
AXBAX has a 0.39% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
AXBAX vs. VGT — Risk-Adjusted Performance Rank
AXBAX
VGT
AXBAX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Capital Allocation Aggressive Portfolio (AXBAX) and Vanguard Information Technology ETF (VGT). 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
AXBAX vs. VGT - Dividend Comparison
AXBAX's dividend yield for the trailing twelve months is around 1.38%, more than VGT's 0.58% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXBAX Columbia Capital Allocation Aggressive Portfolio | 1.38% | 1.44% | 1.93% | 1.12% | 2.60% | 1.36% | 1.51% | 2.07% | 1.48% | 1.19% | 1.68% | 2.35% |
VGT Vanguard Information Technology ETF | 0.58% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
AXBAX vs. VGT - Drawdown Comparison
The maximum AXBAX drawdown since its inception was -56.66%, roughly equal to the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for AXBAX and VGT. For additional features, visit the drawdowns tool.
Volatility
AXBAX vs. VGT - Volatility Comparison
The current volatility for Columbia Capital Allocation Aggressive Portfolio (AXBAX) is 2.40%, while Vanguard Information Technology ETF (VGT) has a volatility of 7.64%. This indicates that AXBAX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.