CCSZX vs. VOO
Compare and contrast key facts about Columbia Commodity Strategy Fund (CCSZX) and Vanguard S&P 500 ETF (VOO).
CCSZX is managed by Columbia. It was launched on Jun 17, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
CCSZX vs. VOO - Performance Comparison
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CCSZX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CCSZX Columbia Commodity Strategy Fund | 24.29% | 15.36% | 7.11% | -6.90% | -39.43% | 31.34% | -1.17% | 7.45% | -14.09% | 1.71% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, CCSZX achieves a 24.29% return, which is significantly higher than VOO's -4.42% return. Over the past 10 years, CCSZX has underperformed VOO with an annualized return of 1.73%, while VOO has yielded a comparatively higher 14.05% annualized return.
CCSZX
- 1D
- 0.49%
- 1M
- 11.23%
- YTD
- 24.29%
- 6M
- 30.24%
- 1Y
- 32.15%
- 3Y*
- 14.50%
- 5Y*
- 1.10%
- 10Y*
- 1.73%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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CCSZX vs. VOO - Expense Ratio Comparison
CCSZX has a 0.86% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
CCSZX vs. VOO — Risk / Return Rank
CCSZX
VOO
CCSZX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Commodity Strategy Fund (CCSZX) and Vanguard S&P 500 ETF (VOO). 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.
| CCSZX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.97 | 0.98 | +0.99 |
Sortino ratioReturn per unit of downside risk | 2.49 | 1.50 | +0.99 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.23 | +0.13 |
Calmar ratioReturn relative to maximum drawdown | 3.17 | 1.53 | +1.63 |
Martin ratioReturn relative to average drawdown | 9.92 | 7.29 | +2.63 |
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
| CCSZX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.97 | 0.98 | +0.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.04 | 0.70 | -0.66 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.08 | 0.78 | -0.70 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.13 | 0.83 | -0.96 |
Correlation
The correlation between CCSZX and VOO is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CCSZX vs. VOO - Dividend Comparison
CCSZX's dividend yield for the trailing twelve months is around 2.41%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCSZX Columbia Commodity Strategy Fund | 2.41% | 3.00% | 8.84% | 4.42% | 0.00% | 36.39% | 0.13% | 1.09% | 18.52% | 0.09% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
CCSZX vs. VOO - Drawdown Comparison
The maximum CCSZX drawdown since its inception was -63.75%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CCSZX and VOO.
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Drawdown Indicators
| CCSZX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.75% | -33.99% | -29.76% |
Max Drawdown (1Y)Largest decline over 1 year | -10.46% | -11.98% | +1.52% |
Max Drawdown (5Y)Largest decline over 5 years | -62.27% | -24.52% | -37.75% |
Max Drawdown (10Y)Largest decline over 10 years | -62.27% | -33.99% | -28.28% |
Current DrawdownCurrent decline from peak | -41.35% | -6.29% | -35.06% |
Average DrawdownAverage peak-to-trough decline | -40.83% | -3.72% | -37.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.34% | 2.52% | +0.82% |
Volatility
CCSZX vs. VOO - Volatility Comparison
Columbia Commodity Strategy Fund (CCSZX) has a higher volatility of 7.73% compared to Vanguard S&P 500 ETF (VOO) at 5.29%. This indicates that CCSZX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CCSZX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.73% | 5.29% | +2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 13.36% | 9.44% | +3.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.91% | 18.10% | -1.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.07% | 16.82% | +11.25% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.75% | 17.99% | +3.76% |