CDDYX vs. VCADX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. VCADX is managed by Vanguard. It was launched on Nov 12, 2001.
Performance
CDDYX vs. VCADX - Performance Comparison
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CDDYX vs. VCADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.65% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
VCADX Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares | -0.70% | 5.90% | 2.24% | 5.91% | -6.61% | 0.46% | 4.62% | 7.04% | 1.28% | 4.94% |
Returns By Period
In the year-to-date period, CDDYX achieves a 1.65% return, which is significantly higher than VCADX's -0.70% return. Over the past 10 years, CDDYX has outperformed VCADX with an annualized return of 12.13%, while VCADX has yielded a comparatively lower 2.25% annualized return.
CDDYX
- 1D
- 0.03%
- 1M
- -5.46%
- YTD
- 1.65%
- 6M
- 4.20%
- 1Y
- 14.89%
- 3Y*
- 14.58%
- 5Y*
- 10.65%
- 10Y*
- 12.13%
VCADX
- 1D
- 0.18%
- 1M
- -2.81%
- YTD
- -0.70%
- 6M
- 0.87%
- 1Y
- 4.57%
- 3Y*
- 3.59%
- 5Y*
- 1.53%
- 10Y*
- 2.25%
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CDDYX vs. VCADX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is higher than VCADX's 0.09% expense ratio.
Return for Risk
CDDYX vs. VCADX — Risk / Return Rank
CDDYX
VCADX
CDDYX vs. VCADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX). 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.
| CDDYX | VCADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 1.39 | -0.19 |
Sortino ratioReturn per unit of downside risk | 1.70 | 1.87 | -0.17 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.40 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 1.47 | 1.48 | 0.00 |
Martin ratioReturn relative to average drawdown | 6.88 | 5.66 | +1.22 |
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
| CDDYX | VCADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 1.39 | -0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.48 | +0.33 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.66 | +0.11 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.85 | 1.08 | -0.23 |
Correlation
The correlation between CDDYX and VCADX is -0.06. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Dividends
CDDYX vs. VCADX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.29%, more than VCADX's 3.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.29% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
VCADX Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares | 3.14% | 3.82% | 3.35% | 2.57% | 2.36% | 1.77% | 2.28% | 2.72% | 2.71% | 2.66% | 2.76% | 2.86% |
Drawdowns
CDDYX vs. VCADX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, which is greater than VCADX's maximum drawdown of -11.13%. Use the drawdown chart below to compare losses from any high point for CDDYX and VCADX.
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Drawdown Indicators
| CDDYX | VCADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -11.13% | -21.61% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -3.78% | -6.39% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -11.13% | -5.78% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -11.13% | -21.61% |
Current DrawdownCurrent decline from peak | -5.46% | -2.81% | -2.65% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -1.50% | -1.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 0.99% | +1.19% |
Volatility
CDDYX vs. VCADX - Volatility Comparison
Columbia Dividend Income Fund Institutional 3 Class (CDDYX) has a higher volatility of 2.92% compared to Vanguard California Intermediate-Term Tax-Exempt Fund Admiral Shares (VCADX) at 0.94%. This indicates that CDDYX's price experiences larger fluctuations and is considered to be riskier than VCADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CDDYX | VCADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 0.94% | +1.98% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 1.53% | +5.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 3.91% | +9.70% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.29% | 3.22% | +10.07% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 3.42% | +12.26% |