Correlation
The correlation between COSNX and SWPPX 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. SWPPX
Compare and contrast key facts about Columbia Overseas Core Fund (COSNX) and Schwab S&P 500 Index Fund (SWPPX).
COSNX is managed by Columbia Threadneedle. It was launched on Mar 5, 2018. SWPPX is managed by Charles Schwab.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSNX or SWPPX.
Performance
COSNX vs. SWPPX - Performance Comparison
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Key characteristics
COSNX:
1.11
SWPPX:
0.73
COSNX:
1.52
SWPPX:
1.04
COSNX:
1.21
SWPPX:
1.15
COSNX:
1.27
SWPPX:
0.69
COSNX:
4.00
SWPPX:
2.62
COSNX:
4.26%
SWPPX:
4.92%
COSNX:
16.13%
SWPPX:
19.76%
COSNX:
-36.68%
SWPPX:
-55.06%
COSNX:
-0.68%
SWPPX:
-3.42%
Returns By Period
In the year-to-date period, COSNX achieves a 18.37% return, which is significantly higher than SWPPX's 1.05% return.
COSNX
18.37%
4.17%
14.25%
17.70%
10.46%
10.53%
N/A
SWPPX
1.05%
6.29%
-1.37%
14.40%
14.37%
15.91%
12.80%
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COSNX vs. SWPPX - Expense Ratio Comparison
COSNX has a 0.97% expense ratio, which is higher than SWPPX's 0.02% expense ratio.
Risk-Adjusted Performance
COSNX vs. SWPPX — Risk-Adjusted Performance Rank
COSNX
SWPPX
COSNX vs. SWPPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Core Fund (COSNX) and Schwab S&P 500 Index Fund (SWPPX). 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.
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Dividends
COSNX vs. SWPPX - Dividend Comparison
COSNX's dividend yield for the trailing twelve months is around 3.60%, more than SWPPX's 1.22% 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% |
SWPPX Schwab S&P 500 Index Fund | 1.22% | 1.23% | 1.43% | 1.67% | 1.27% | 1.81% | 1.95% | 2.67% | 1.79% | 2.55% | 3.17% | 1.80% |
Drawdowns
COSNX vs. SWPPX - Drawdown Comparison
The maximum COSNX drawdown since its inception was -36.68%, smaller than the maximum SWPPX drawdown of -55.06%. Use the drawdown chart below to compare losses from any high point for COSNX and SWPPX.
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Volatility
COSNX vs. SWPPX - Volatility Comparison
The current volatility for Columbia Overseas Core Fund (COSNX) is 2.77%, while Schwab S&P 500 Index Fund (SWPPX) has a volatility of 4.77%. This indicates that COSNX experiences smaller price fluctuations and is considered to be less risky than SWPPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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