CCIZX vs. RTEC.NEO

Last updated Jun 4, 2026

CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) and RTEC.NEO (RBC Global Technology Fund ETF Series) are both Technology Equities funds. Both are actively managed. Over the past 3 years, CCIZX returned 48.00%/yr vs 34.88%/yr for RTEC.NEO. A 0.60 correlation means they provide meaningful diversification when combined. CCIZX charges 0.91%/yr vs 1.02%/yr for RTEC.NEO.

Performance

CCIZX vs. RTEC.NEO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and RBC Global Technology Fund ETF Series (RTEC.NEO). The values are adjusted to include any dividend payments, if applicable.

Different Trading Currencies

CCIZX is traded in USD, while RTEC.NEO is traded in CAD. To make them comparable, the RTEC.NEO values have been converted to USD using the latest available exchange rates.

Returns By Period

In the year-to-date period, CCIZX achieves a 58.82% return, which is significantly higher than RTEC.NEO's 18.31% return.

CCIZX

• 1D: 3.67%
• 1M: 15.58%
• YTD: 58.82%
• 6M: 55.55%
• 1Y: 126.87%
• 3Y*: 48.00%
• 5Y*: 27.12%
• 10Y*: 28.33%

RTEC.NEO

• 1D: -0.94%
• 1M: 11.18%
• YTD: 18.31%
• 6M: 18.29%
• 1Y: 43.00%
• 3Y*: 34.88%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

CCIZX vs. RTEC.NEO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023
CCIZX Columbia Seligman Technology and Information Fund Institutional Class	58.82%	37.68%	27.01%	27.91%
RTEC.NEO RBC Global Technology Fund ETF Series	18.31%	22.80%	31.77%	41.58%

Correlation

The correlation between CCIZX and RTEC.NEO is 0.61, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.61
Correlation (3Y) Calculated over the trailing 3-year period	0.61
Correlation (All Time) Calculated using the full available price history since Mar 6, 2023	0.60

The correlation between CCIZX and RTEC.NEO has been stable across timeframes, ranging from 0.60 to 0.61 - a consistent structural relationship.

Return for Risk

CCIZX vs. RTEC.NEO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CCIZX

CCIZX Risk / Return Rank: 97
CCIZX Sharpe Ratio Rank: 99
CCIZX Sortino Ratio Rank: 96
CCIZX Omega Ratio Rank: 93
CCIZX Calmar Ratio Rank: 99
CCIZX Martin Ratio Rank: 99

RTEC.NEO

RTEC.NEO Risk / Return Rank: 62
RTEC.NEO Sharpe Ratio Rank: 76
RTEC.NEO Sortino Ratio Rank: 66
RTEC.NEO Omega Ratio Rank: 78
RTEC.NEO Calmar Ratio Rank: 51
RTEC.NEO Martin Ratio Rank: 39

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CCIZX vs. RTEC.NEO - 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 RBC Global Technology Fund ETF Series (RTEC.NEO). 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	RTEC.NEO	Difference
Sharpe ratio Return per unit of total volatility	5.05	2.35	+2.71
Sortino ratio Return per unit of downside risk	5.25	3.15	+2.10
Omega ratio Gain probability vs. loss probability	1.71	1.44	+0.27
Calmar ratio Return relative to maximum drawdown	10.70	2.66	+8.04
Martin ratio Return relative to average drawdown	41.53	9.30	+32.24
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CCIZX vs. RTEC.NEO - Sharpe Ratio Comparison

The current CCIZX Sharpe Ratio is 5.05, which is higher than the RTEC.NEO Sharpe Ratio of 2.35. The chart below compares the historical Sharpe Ratios of CCIZX and RTEC.NEO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CCIZX	RTEC.NEO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	5.05	2.35	+2.71
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.04	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	1.09	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.92	1.57	-0.65

Drawdowns

CCIZX vs. RTEC.NEO - Drawdown Comparison

The maximum CCIZX drawdown since its inception was -37.20%, which is greater than RTEC.NEO's maximum drawdown of -25.17%. Use the drawdown chart below to compare losses from any high point for CCIZX and RTEC.NEO.

Drawdown Indicators

	CCIZX	RTEC.NEO	Difference
Max Drawdown Largest peak-to-trough decline	-37.20%	-25.17%	-12.03%
Max Drawdown (1Y) Largest decline over 1 year	-12.32%	-16.24%	+3.92%
Max Drawdown (3Y) Largest decline over 3 years	-29.09%	-25.17%	-3.92%
Max Drawdown (5Y) Largest decline over 5 years	-37.20%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-37.20%	—	—
Current Drawdown Current decline from peak	0.00%	-0.94%	+0.94%
Average Drawdown Average peak-to-trough decline	-6.83%	-3.46%	-3.37%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.17%	4.64%	-1.47%

Volatility

CCIZX vs. RTEC.NEO - Volatility Comparison

Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a higher volatility of 7.25% compared to RBC Global Technology Fund ETF Series (RTEC.NEO) at 4.74%. This indicates that CCIZX's price experiences larger fluctuations and is considered to be riskier than RTEC.NEO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CCIZX	RTEC.NEO	Difference
Volatility (1M) Calculated over the trailing 1-month period	7.25%	4.74%	+2.51%
Volatility (6M) Calculated over the trailing 6-month period	20.07%	14.79%	+5.28%
Volatility (1Y) Calculated over the trailing 1-year period	26.09%	18.41%	+7.68%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	26.21%	22.93%	+3.28%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	26.13%	22.93%	+3.20%

CCIZX vs. RTEC.NEO - Expense Ratio Comparison

CCIZX has a 0.91% expense ratio, which is lower than RTEC.NEO's 1.02% expense ratio.

Dividends

CCIZX vs. RTEC.NEO - Dividend Comparison

CCIZX's dividend yield for the trailing twelve months is around 5.03%, while RTEC.NEO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CCIZX Columbia Seligman Technology and Information Fund Institutional Class	5.03%	7.99%	12.19%	4.54%	8.14%	10.50%	9.41%	10.49%	11.33%	10.47%	7.80%	10.30%
RTEC.NEO RBC Global Technology Fund ETF Series	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%

Frequently Asked Questions

Can I hold both CCIZX and RTEC.NEO in my portfolio?

CCIZX and RTEC.NEO have a correlation of 0.61, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.