CCIZX vs. VTCAX
Compare and contrast key facts about Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and Vanguard Communication Services Index Fund Admiral Shares (VTCAX).
CCIZX is an actively managed fund by Columbia. It was launched on Sep 27, 2010. VTCAX is managed by Vanguard. It was launched on Mar 11, 2005.
Performance
CCIZX vs. VTCAX - Performance Comparison
Loading graphics...
CCIZX vs. VTCAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 0.23% | 37.68% | 27.01% | 44.64% | -30.98% | 39.31% | 44.80% | 54.52% | -7.86% | 34.41% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | -6.81% | 26.27% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Returns By Period
In the year-to-date period, CCIZX achieves a 0.23% return, which is significantly higher than VTCAX's -6.81% return. Over the past 10 years, CCIZX has outperformed VTCAX with an annualized return of 22.51%, while VTCAX has yielded a comparatively lower 8.47% annualized return.
CCIZX
- 1D
- -2.98%
- 1M
- -9.32%
- YTD
- 0.23%
- 6M
- 5.28%
- 1Y
- 58.57%
- 3Y*
- 29.61%
- 5Y*
- 16.82%
- 10Y*
- 22.51%
VTCAX
- 1D
- 3.57%
- 1M
- -6.00%
- YTD
- -6.81%
- 6M
- -2.56%
- 1Y
- 21.66%
- 3Y*
- 24.36%
- 5Y*
- 7.48%
- 10Y*
- 8.47%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CCIZX vs. VTCAX - Expense Ratio Comparison
CCIZX has a 0.91% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Return for Risk
CCIZX vs. VTCAX — Risk / Return Rank
CCIZX
VTCAX
CCIZX vs. VTCAX - 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 Vanguard Communication Services Index Fund Admiral Shares (VTCAX). 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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.91 | 1.11 | +0.80 |
Sortino ratioReturn per unit of downside risk | 2.47 | 1.73 | +0.75 |
Omega ratioGain probability vs. loss probability | 1.35 | 1.24 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 3.57 | 1.69 | +1.88 |
Martin ratioReturn relative to average drawdown | 13.58 | 6.26 | +7.31 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CCIZX | VTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 1.11 | +0.80 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.35 | +0.30 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.87 | 0.40 | +0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.78 | 0.41 | +0.37 |
Correlation
The correlation between CCIZX and VTCAX is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
CCIZX vs. VTCAX - Dividend Comparison
CCIZX's dividend yield for the trailing twelve months is around 7.97%, more than VTCAX's 1.05% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCIZX Columbia Seligman Technology and Information Fund Institutional Class | 7.97% | 7.99% | 12.19% | 4.54% | 8.14% | 10.50% | 9.41% | 10.49% | 11.33% | 10.47% | 7.80% | 10.30% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 1.05% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Drawdowns
CCIZX vs. VTCAX - Drawdown Comparison
The maximum CCIZX drawdown since its inception was -37.20%, smaller than the maximum VTCAX drawdown of -57.11%. Use the drawdown chart below to compare losses from any high point for CCIZX and VTCAX.
Loading graphics...
Drawdown Indicators
| CCIZX | VTCAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.20% | -57.11% | +19.91% |
Max Drawdown (1Y)Largest decline over 1 year | -14.87% | -13.56% | -1.31% |
Max Drawdown (5Y)Largest decline over 5 years | -37.20% | -46.58% | +9.38% |
Max Drawdown (10Y)Largest decline over 10 years | -37.20% | -46.58% | +9.38% |
Current DrawdownCurrent decline from peak | -11.92% | -9.98% | -1.94% |
Average DrawdownAverage peak-to-trough decline | -6.90% | -11.96% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.91% | 3.66% | +0.25% |
Volatility
CCIZX vs. VTCAX - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a higher volatility of 9.50% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 6.41%. This indicates that CCIZX's price experiences larger fluctuations and is considered to be riskier than VTCAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CCIZX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 6.41% | +3.09% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 11.72% | +9.29% |
Volatility (1Y)Calculated over the trailing 1-year period | 30.58% | 20.35% | +10.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.96% | 21.28% | +4.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.93% | 20.98% | +4.95% |