CDDYX vs. VIVIX
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard Value Index Fund Institutional Shares (VIVIX).
CDDYX is managed by Columbia. It was launched on Nov 8, 2012. VIVIX is managed by Vanguard. It was launched on Jul 2, 1998.
Performance
CDDYX vs. VIVIX - Performance Comparison
Loading graphics...
CDDYX vs. VIVIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 3.28% | 15.95% | 15.17% | 10.65% | -4.84% | 26.43% | 7.92% | 28.74% | -4.27% | 20.34% |
VIVIX Vanguard Value Index Fund Institutional Shares | 3.31% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
Returns By Period
The year-to-date returns for both investments are quite close, with CDDYX having a 3.28% return and VIVIX slightly higher at 3.31%. Both investments have delivered pretty close results over the past 10 years, with CDDYX having a 12.31% annualized return and VIVIX not far behind at 11.80%.
CDDYX
- 1D
- 1.60%
- 1M
- -3.90%
- YTD
- 3.28%
- 6M
- 5.98%
- 1Y
- 16.96%
- 3Y*
- 15.18%
- 5Y*
- 10.80%
- 10Y*
- 12.31%
VIVIX
- 1D
- 1.65%
- 1M
- -4.61%
- YTD
- 3.31%
- 6M
- 6.13%
- 1Y
- 16.30%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
CDDYX vs. VIVIX - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is higher than VIVIX's 0.04% expense ratio.
Return for Risk
CDDYX vs. VIVIX — Risk / Return Rank
CDDYX
VIVIX
CDDYX vs. VIVIX - 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 Value Index Fund Institutional Shares (VIVIX). 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 | VIVIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.09 | +0.15 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.56 | +0.19 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.53 | +0.25 |
Martin ratioReturn relative to average drawdown | 8.25 | 6.90 | +1.34 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| CDDYX | VIVIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.09 | +0.15 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.78 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.71 | +0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.40 | +0.46 |
Correlation
The correlation between CDDYX and VIVIX is 0.96, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CDDYX vs. VIVIX - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.21%, more than VIVIX's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 5.21% | 5.33% | 5.99% | 4.96% | 3.90% | 2.93% | 1.85% | 3.28% | 7.65% | 4.03% | 3.84% | 8.35% |
VIVIX Vanguard Value Index Fund Institutional Shares | 2.02% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
Drawdowns
CDDYX vs. VIVIX - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, smaller than the maximum VIVIX drawdown of -59.30%. Use the drawdown chart below to compare losses from any high point for CDDYX and VIVIX.
Loading graphics...
Drawdown Indicators
| CDDYX | VIVIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -59.30% | +26.56% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -11.29% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -17.12% | +0.21% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -36.80% | +4.06% |
Current DrawdownCurrent decline from peak | -3.95% | -4.82% | +0.87% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -9.31% | +6.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.50% | -0.31% |
Volatility
CDDYX vs. VIVIX - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 3.45%, while Vanguard Value Index Fund Institutional Shares (VIVIX) has a volatility of 3.80%. This indicates that CDDYX experiences smaller price fluctuations and is considered to be less risky than VIVIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| CDDYX | VIVIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 3.80% | -0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 7.69% | -0.69% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 14.88% | -1.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 13.92% | -0.61% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 16.74% | -1.06% |