CCIZX vs. VTCAX
CCIZX (Columbia Seligman Technology and Information Fund Institutional Class) and VTCAX (Vanguard Communication Services Index Fund Admiral Shares) are both Technology Equities funds. Over the past 10 years, CCIZX returned 28.33%/yr vs 9.41%/yr for VTCAX. A 0.69 correlation means they provide meaningful diversification when combined. CCIZX charges 0.91%/yr vs 0.10%/yr for VTCAX.
Performance
CCIZX vs. VTCAX - Performance Comparison
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Returns By Period
In the year-to-date period, CCIZX achieves a 58.82% return, which is significantly higher than VTCAX's -0.55% return. Over the past 10 years, CCIZX has outperformed VTCAX with an annualized return of 28.33%, while VTCAX has yielded a comparatively lower 9.41% annualized 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%
VTCAX
- 1D
- -1.43%
- 1M
- -1.93%
- YTD
- -0.55%
- 6M
- 1.36%
- 1Y
- 21.55%
- 3Y*
- 24.41%
- 5Y*
- 8.05%
- 10Y*
- 9.41%
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 | 58.82% | 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 | -0.55% | 26.28% | 33.10% | 44.73% | -38.78% | 14.09% | 28.95% | 28.03% | -16.51% | -5.57% |
Correlation
The correlation between CCIZX and VTCAX is 0.51, 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 | 0.51 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.66 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.76 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.70 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 2011 | 0.69 |
The correlation between CCIZX and VTCAX shifts across timeframes, from 0.51 (1 year) to 0.76 (5 years), reflecting how their relationship changes across market environments.
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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 | +3.68 | ||
| Sortino ratioReturn per unit of downside risk | +3.18 | ||
| Omega ratioGain probability vs. loss probability | 1.71 | 1.25 | +0.47 |
| Calmar ratioReturn relative to maximum drawdown | 10.70 | 1.56 | +9.14 |
| Martin ratioReturn relative to average drawdown | 41.53 | 5.96 | +35.57 |
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 | VTCAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 5.05 | 1.38 | +3.68 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.04 | 0.38 | +0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 1.09 | 0.45 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.43 | +0.50 |
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.
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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 | -12.32% | -13.56% | +1.24% |
Max Drawdown (3Y)Largest decline over 3 years | -29.09% | -21.19% | -7.90% |
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 | 0.00% | -3.92% | +3.92% |
Average DrawdownAverage peak-to-trough decline | -6.83% | -11.89% | +5.06% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.17% | 3.55% | -0.38% |
Volatility
CCIZX vs. VTCAX - Volatility Comparison
Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has a higher volatility of 7.25% compared to Vanguard Communication Services Index Fund Admiral Shares (VTCAX) at 4.17%. 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.
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Volatility by Period
| CCIZX | VTCAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.25% | 4.17% | +3.08% |
Volatility (6M)Calculated over the trailing 6-month period | 20.07% | 11.12% | +8.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 26.09% | 15.38% | +10.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.21% | 21.24% | +4.97% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 26.13% | 21.00% | +5.13% |
CCIZX vs. VTCAX - Expense Ratio Comparison
CCIZX has a 0.91% expense ratio, which is higher than VTCAX's 0.10% expense ratio.
Dividends
CCIZX vs. VTCAX - Dividend Comparison
CCIZX's dividend yield for the trailing twelve months is around 5.03%, more than VTCAX's 0.99% yield.
| 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% |
VTCAX Vanguard Communication Services Index Fund Admiral Shares | 0.99% | 0.95% | 1.06% | 1.04% | 0.88% | 1.20% | 0.73% | 0.89% | 2.77% | 3.84% | 2.68% | 3.55% |
Frequently Asked Questions
CCIZX and VTCAX have a correlation of 0.51, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CCIZX has higher volatility (7.25%) compared to VTCAX (4.17%). In terms of maximum drawdown, CCIZX dropped -37.20% vs VTCAX's -57.11%.
CCIZX currently has the higher Sharpe Ratio (5.05 vs 1.38), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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