CCIZX vs. GARP
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and iShares MSCI USA Quality GARP ETF (GARP).
CCIZX is an actively managed fund by Columbia. It was launched on Sep 27, 2010. GARP is a passively managed fund by iShares that tracks the performance of the MSCI USA Quality GARP Select Index. It was launched on Jan 14, 2020.
Performance
CCIZX vs. GARP - Performance Comparison
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CCIZX vs. GARP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 5.82% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 37.70% |
GARP iShares MSCI USA Quality GARP ETF | -4.79% | 21.49% | 37.42% | 42.86% | -26.75% | 27.99% | 26.51% |
Returns By Period
In the year-to-date period, CCIZX achieves a 5.82% return, which is significantly higher than GARP's -4.79% return.
CCIZX
- 1D
- 5.58%
- 1M
- -4.94%
- YTD
- 5.82%
- 6M
- 9.63%
- 1Y
- 65.69%
- 3Y*
- 31.97%
- 5Y*
- 17.37%
- 10Y*
- 23.18%
GARP
- 1D
- 1.30%
- 1M
- -4.52%
- YTD
- -4.79%
- 6M
- -1.79%
- 1Y
- 26.47%
- 3Y*
- 25.76%
- 5Y*
- 15.47%
- 10Y*
- —
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CCIZX vs. GARP - Expense Ratio Comparison
CCIZX has a 0.91% expense ratio, which is higher than GARP's 0.15% expense ratio.
Return for Risk
CCIZX vs. GARP — Risk / Return Rank
CCIZX
GARP
CCIZX vs. GARP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and iShares MSCI USA Quality GARP ETF (GARP). 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.
| CCIZX | GARP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 2.19 | 1.09 | +1.10 |
Sortino ratioReturn per unit of downside risk | 2.76 | 1.65 | +1.11 |
Omega ratioGain probability vs. loss probability | 1.39 | 1.23 | +0.15 |
Calmar ratioReturn relative to maximum drawdown | 4.50 | 2.00 | +2.49 |
Martin ratioReturn relative to average drawdown | 16.98 | 7.30 | +9.68 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CCIZX | GARP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.19 | 1.09 | +1.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.67 | 0.71 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.89 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.80 | 0.72 | +0.08 |
Correlation
The correlation between CCIZX and GARP is 0.88, 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.
Dividends
CCIZX vs. GARP - Dividend Comparison
CCIZX's dividend yield for the trailing twelve months is around 7.55%, more than GARP's 0.31% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 7.55% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
GARP iShares MSCI USA Quality GARP ETF | 0.31% | 0.31% | 0.38% | 0.75% | 1.85% | 0.67% | 0.75% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CCIZX vs. GARP - Drawdown Comparison
The maximum CCIZX drawdown since its inception was -37.20%, which is greater than GARP's maximum drawdown of -31.34%. Use the drawdown chart below to compare losses from any high point for CCIZX and GARP.
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Drawdown Indicators
| CCIZX | GARP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.20% | -31.34% | -5.86% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -13.69% | -1.18% |
Max Drawdown (5Y)Largest decline over 5 years | -37.20% | -30.61% | -6.59% |
Max Drawdown (10Y)Largest decline over 10 years | -37.20% | — | — |
Current DrawdownCurrent decline from peak | -7.01% | -9.19% | +2.18% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -7.53% | +0.63% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.94% | 3.76% | +0.18% |
Volatility
CCIZX vs. GARP - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a higher volatility of 11.14% compared to iShares MSCI USA Quality GARP ETF (GARP) at 7.59%. This indicates that CCIZX's price experiences larger fluctuations and is considered to be riskier than GARP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCIZX | GARP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.14% | 7.59% | +3.55% |
Volatility (6M)Calculated over the trailing 6-month period | 21.67% | 14.50% | +7.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.99% | 24.41% | +6.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.07% | 21.86% | +4.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.98% | 24.02% | +1.96% |