COSZX vs. DFIV
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Dimensional International Value ETF (DFIV).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. DFIV is an actively managed fund by Dimensional. It was launched on Apr 16, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSZX or DFIV.
Correlation
The correlation between COSZX and DFIV is 0.96, 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
COSZX vs. DFIV - Performance Comparison
Key characteristics
COSZX:
1.36
DFIV:
1.31
COSZX:
1.85
DFIV:
1.77
COSZX:
1.24
DFIV:
1.22
COSZX:
2.00
DFIV:
2.01
COSZX:
4.93
DFIV:
5.14
COSZX:
3.56%
DFIV:
3.24%
COSZX:
12.96%
DFIV:
12.72%
COSZX:
-61.80%
DFIV:
-25.42%
COSZX:
-0.87%
DFIV:
-1.16%
Returns By Period
The year-to-date returns for both stocks are quite close, with COSZX having a 8.17% return and DFIV slightly lower at 7.98%.
COSZX
8.17%
6.45%
3.57%
16.67%
6.95%
5.43%
DFIV
7.98%
5.51%
3.94%
15.85%
N/A
N/A
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COSZX vs. DFIV - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is higher than DFIV's 0.27% expense ratio.
Risk-Adjusted Performance
COSZX vs. DFIV — Risk-Adjusted Performance Rank
COSZX
DFIV
COSZX vs. DFIV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and Dimensional International Value ETF (DFIV). 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
COSZX vs. DFIV - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 4.96%, more than DFIV's 3.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 4.96% | 5.37% | 3.97% | 0.81% | 2.92% | 1.23% | 3.62% | 1.84% | 1.70% | 1.98% | 2.27% | 3.53% |
DFIV Dimensional International Value ETF | 3.59% | 3.88% | 3.93% | 3.84% | 2.31% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
COSZX vs. DFIV - Drawdown Comparison
The maximum COSZX drawdown since its inception was -61.80%, which is greater than DFIV's maximum drawdown of -25.42%. Use the drawdown chart below to compare losses from any high point for COSZX and DFIV. For additional features, visit the drawdowns tool.
Volatility
COSZX vs. DFIV - Volatility Comparison
The current volatility for Columbia Overseas Value Fund (COSZX) is 3.41%, while Dimensional International Value ETF (DFIV) has a volatility of 3.97%. This indicates that COSZX experiences smaller price fluctuations and is considered to be less risky than DFIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.