COSIX vs. BIV
Compare and contrast key facts about Columbia Strategic Income Fund (COSIX) and Vanguard Intermediate-Term Bond ETF (BIV).
COSIX is managed by Columbia Threadneedle. It was launched on Apr 20, 1977. BIV is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5. It was launched on Apr 3, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSIX or BIV.
Correlation
The correlation between COSIX and BIV is 0.39, 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
COSIX vs. BIV - Performance Comparison
Key characteristics
COSIX:
1.88
BIV:
0.93
COSIX:
2.80
BIV:
1.38
COSIX:
1.35
BIV:
1.16
COSIX:
1.12
BIV:
0.38
COSIX:
6.63
BIV:
2.26
COSIX:
1.02%
BIV:
2.21%
COSIX:
3.62%
BIV:
5.35%
COSIX:
-26.21%
BIV:
-18.94%
COSIX:
-0.81%
BIV:
-7.76%
Returns By Period
In the year-to-date period, COSIX achieves a 1.07% return, which is significantly lower than BIV's 1.13% return. Over the past 10 years, COSIX has outperformed BIV with an annualized return of 3.02%, while BIV has yielded a comparatively lower 1.72% annualized return.
COSIX
1.07%
0.93%
1.00%
6.48%
2.10%
3.02%
BIV
1.13%
1.17%
-0.83%
4.70%
-0.22%
1.72%
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COSIX vs. BIV - Expense Ratio Comparison
COSIX has a 0.92% expense ratio, which is higher than BIV's 0.04% expense ratio.
Risk-Adjusted Performance
COSIX vs. BIV — Risk-Adjusted Performance Rank
COSIX
BIV
COSIX vs. BIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Strategic Income Fund (COSIX) and Vanguard Intermediate-Term Bond ETF (BIV). 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
COSIX vs. BIV - Dividend Comparison
COSIX's dividend yield for the trailing twelve months is around 5.16%, more than BIV's 3.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSIX Columbia Strategic Income Fund | 5.16% | 5.22% | 5.03% | 3.90% | 2.94% | 4.06% | 3.71% | 3.57% | 2.92% | 3.10% | 4.20% | 4.06% |
BIV Vanguard Intermediate-Term Bond ETF | 3.80% | 3.79% | 3.10% | 2.41% | 3.42% | 2.96% | 2.75% | 2.87% | 2.69% | 2.38% | 3.02% | 3.96% |
Drawdowns
COSIX vs. BIV - Drawdown Comparison
The maximum COSIX drawdown since its inception was -26.21%, which is greater than BIV's maximum drawdown of -18.94%. Use the drawdown chart below to compare losses from any high point for COSIX and BIV. For additional features, visit the drawdowns tool.
Volatility
COSIX vs. BIV - Volatility Comparison
The current volatility for Columbia Strategic Income Fund (COSIX) is 0.99%, while Vanguard Intermediate-Term Bond ETF (BIV) has a volatility of 1.35%. This indicates that COSIX experiences smaller price fluctuations and is considered to be less risky than BIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.