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 Threadneedle. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCSZX or VOO.
Correlation
The correlation between CCSZX and VOO is 0.24, 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.
Performance
CCSZX vs. VOO - Performance Comparison
Key characteristics
CCSZX:
0.23
VOO:
0.56
CCSZX:
0.38
VOO:
0.92
CCSZX:
1.05
VOO:
1.13
CCSZX:
0.11
VOO:
0.58
CCSZX:
0.56
VOO:
2.25
CCSZX:
5.28%
VOO:
4.83%
CCSZX:
13.67%
VOO:
19.11%
CCSZX:
-61.34%
VOO:
-33.99%
CCSZX:
-18.65%
VOO:
-7.55%
Returns By Period
In the year-to-date period, CCSZX achieves a 3.51% return, which is significantly higher than VOO's -3.28% return. Over the past 10 years, CCSZX has underperformed VOO with an annualized return of 2.30%, while VOO has yielded a comparatively higher 12.40% annualized return.
CCSZX
3.51%
5.55%
3.26%
3.15%
14.52%
2.30%
VOO
-3.28%
13.71%
-4.52%
10.70%
15.89%
12.40%
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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.
Risk-Adjusted Performance
CCSZX vs. VOO — Risk-Adjusted Performance Rank
CCSZX
VOO
CCSZX vs. VOO - Risk-Adjusted Performance 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.
Dividends
CCSZX vs. VOO - Dividend Comparison
CCSZX's dividend yield for the trailing twelve months is around 8.53%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCSZX Columbia Commodity Strategy Fund | 8.53% | 8.83% | 4.42% | 94.73% | 36.86% | 0.13% | 1.09% | 18.53% | 0.09% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CCSZX vs. VOO - Drawdown Comparison
The maximum CCSZX drawdown since its inception was -61.34%, 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. For additional features, visit the drawdowns tool.
Volatility
CCSZX vs. VOO - Volatility Comparison
The current volatility for Columbia Commodity Strategy Fund (CCSZX) is 4.35%, while Vanguard S&P 500 ETF (VOO) has a volatility of 11.03%. This indicates that CCSZX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.