CDDYX vs. VOO
Compare and contrast key facts about Columbia Dividend Income Fund Institutional 3 Class (CDDYX) and Vanguard S&P 500 ETF (VOO).
CDDYX is managed by Columbia. It was launched on Nov 8, 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
CDDYX vs. VOO - Performance Comparison
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CDDYX vs. VOO - 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% |
VOO Vanguard S&P 500 ETF | -3.66% | 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, CDDYX achieves a 3.28% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, CDDYX has underperformed VOO with an annualized return of 12.31%, while VOO has yielded a comparatively higher 14.14% annualized return.
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%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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CDDYX vs. VOO - Expense Ratio Comparison
CDDYX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
CDDYX vs. VOO — Risk / Return Rank
CDDYX
VOO
CDDYX vs. VOO - 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 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.
| CDDYX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.23 | 1.01 | +0.22 |
Sortino ratioReturn per unit of downside risk | 1.75 | 1.53 | +0.21 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.23 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.78 | 1.55 | +0.23 |
Martin ratioReturn relative to average drawdown | 8.25 | 7.31 | +0.94 |
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 | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.23 | 1.01 | +0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.82 | 0.71 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.79 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.86 | 0.83 | +0.03 |
Correlation
The correlation between CDDYX and VOO is 0.91, 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. VOO - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 5.21%, more than VOO's 1.18% 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% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
CDDYX vs. VOO - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.74%, roughly equal to the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CDDYX and VOO.
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Drawdown Indicators
| CDDYX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -32.74% | -33.99% | +1.25% |
Max Drawdown (1Y)Largest decline over 1 year | -10.17% | -11.98% | +1.81% |
Max Drawdown (5Y)Largest decline over 5 years | -16.91% | -24.52% | +7.61% |
Max Drawdown (10Y)Largest decline over 10 years | -32.74% | -33.99% | +1.25% |
Current DrawdownCurrent decline from peak | -3.95% | -5.55% | +1.60% |
Average DrawdownAverage peak-to-trough decline | -2.79% | -3.72% | +0.93% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.55% | -0.36% |
Volatility
CDDYX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 3.45%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that CDDYX 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.
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Volatility by Period
| CDDYX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.45% | 5.34% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 7.00% | 9.47% | -2.47% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.67% | 18.11% | -4.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.31% | 16.82% | -3.51% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 17.99% | -2.31% |