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:
1.62
VOO:
1.89
CCSZX:
2.32
VOO:
2.54
CCSZX:
1.29
VOO:
1.35
CCSZX:
0.68
VOO:
2.83
CCSZX:
3.94
VOO:
11.83
CCSZX:
4.83%
VOO:
2.02%
CCSZX:
11.77%
VOO:
12.66%
CCSZX:
-61.34%
VOO:
-33.99%
CCSZX:
-13.93%
VOO:
-0.42%
Returns By Period
In the year-to-date period, CCSZX achieves a 9.52% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, CCSZX has underperformed VOO with an annualized return of 3.09%, while VOO has yielded a comparatively higher 13.26% annualized return.
CCSZX
9.52%
4.55%
15.62%
18.49%
11.87%
3.09%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 8.06%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCSZX Columbia Commodity Strategy Fund | 8.06% | 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 | 1.19% | 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
Columbia Commodity Strategy Fund (CCSZX) and Vanguard S&P 500 ETF (VOO) have volatilities of 2.90% and 2.94%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.