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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CDDYX or VOO.
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.
Performance
CDDYX vs. VOO - Performance Comparison
Key characteristics
CDDYX:
1.30
VOO:
1.81
CDDYX:
1.73
VOO:
2.44
CDDYX:
1.25
VOO:
1.33
CDDYX:
1.50
VOO:
2.74
CDDYX:
4.54
VOO:
11.43
CDDYX:
3.02%
VOO:
2.02%
CDDYX:
10.60%
VOO:
12.77%
CDDYX:
-32.77%
VOO:
-33.99%
CDDYX:
-3.64%
VOO:
-0.72%
Returns By Period
In the year-to-date period, CDDYX achieves a 5.22% return, which is significantly higher than VOO's 3.31% return. Over the past 10 years, CDDYX has underperformed VOO with an annualized return of 8.44%, while VOO has yielded a comparatively higher 13.25% annualized return.
CDDYX
5.22%
6.04%
6.02%
13.22%
8.85%
8.44%
VOO
3.31%
4.26%
12.44%
22.48%
14.26%
13.25%
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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.
Risk-Adjusted Performance
CDDYX vs. VOO — Risk-Adjusted Performance Rank
CDDYX
VOO
CDDYX vs. VOO - Risk-Adjusted Performance 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.
Dividends
CDDYX vs. VOO - Dividend Comparison
CDDYX's dividend yield for the trailing twelve months is around 1.79%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDDYX Columbia Dividend Income Fund Institutional 3 Class | 1.79% | 1.89% | 2.01% | 2.00% | 1.54% | 1.82% | 1.92% | 2.32% | 1.88% | 2.08% | 3.08% | 2.41% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CDDYX vs. VOO - Drawdown Comparison
The maximum CDDYX drawdown since its inception was -32.77%, 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. For additional features, visit the drawdowns tool.
Volatility
CDDYX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Institutional 3 Class (CDDYX) is 2.44%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.40%. 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.