Correlation
The correlation between COSNX and SWISX is 0.76, 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.
COSNX vs. SWISX
Compare and contrast key facts about Columbia Overseas Core Fund (COSNX) and Schwab International Index Fund (SWISX).
COSNX is managed by Columbia Threadneedle. It was launched on Mar 5, 2018. SWISX is a passively managed fund by Charles Schwab that tracks the performance of the MSCI EAFE Index. It was launched on May 19, 1997.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSNX or SWISX.
Performance
COSNX vs. SWISX - Performance Comparison
Loading data...
Key characteristics
COSNX:
1.11
SWISX:
0.84
COSNX:
1.52
SWISX:
1.16
COSNX:
1.21
SWISX:
1.16
COSNX:
1.27
SWISX:
0.97
COSNX:
4.00
SWISX:
2.80
COSNX:
4.26%
SWISX:
4.73%
COSNX:
16.13%
SWISX:
16.96%
COSNX:
-36.68%
SWISX:
-60.65%
COSNX:
-0.68%
SWISX:
-0.45%
Returns By Period
The year-to-date returns for both stocks are quite close, with COSNX having a 18.37% return and SWISX slightly lower at 17.51%.
COSNX
18.37%
4.17%
14.25%
17.70%
10.46%
10.53%
N/A
SWISX
17.51%
4.57%
14.13%
14.18%
11.51%
11.41%
6.02%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
COSNX vs. SWISX - Expense Ratio Comparison
COSNX has a 0.97% expense ratio, which is higher than SWISX's 0.06% expense ratio.
Risk-Adjusted Performance
COSNX vs. SWISX — Risk-Adjusted Performance Rank
COSNX
SWISX
COSNX vs. SWISX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Core Fund (COSNX) and Schwab International Index Fund (SWISX). 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.
Loading data...
Dividends
COSNX vs. SWISX - Dividend Comparison
COSNX's dividend yield for the trailing twelve months is around 3.60%, more than SWISX's 2.80% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSNX Columbia Overseas Core Fund | 3.60% | 4.26% | 4.59% | 1.46% | 8.17% | 2.25% | 3.80% | 1.16% | 0.00% | 0.00% | 0.00% | 0.00% |
SWISX Schwab International Index Fund | 2.80% | 3.30% | 3.31% | 2.73% | 3.34% | 1.88% | 3.09% | 3.15% | 2.71% | 3.19% | 2.71% | 3.37% |
Drawdowns
COSNX vs. SWISX - Drawdown Comparison
The maximum COSNX drawdown since its inception was -36.68%, smaller than the maximum SWISX drawdown of -60.65%. Use the drawdown chart below to compare losses from any high point for COSNX and SWISX.
Loading data...
Volatility
COSNX vs. SWISX - Volatility Comparison
The current volatility for Columbia Overseas Core Fund (COSNX) is 2.77%, while Schwab International Index Fund (SWISX) has a volatility of 3.42%. This indicates that COSNX experiences smaller price fluctuations and is considered to be less risky than SWISX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...