COSZX vs. VEA
Compare and contrast key facts about Columbia Overseas Value Fund (COSZX) and Vanguard FTSE Developed Markets ETF (VEA).
COSZX is managed by Columbia. It was launched on Mar 30, 2008. VEA is a passively managed fund by Vanguard that tracks the performance of the MSCI EAFE Index. It was launched on Jul 20, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COSZX or VEA.
Correlation
The correlation between COSZX and VEA is 0.94, 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. VEA - Performance Comparison
Key characteristics
COSZX:
0.71
VEA:
0.68
COSZX:
1.02
VEA:
1.00
COSZX:
1.13
VEA:
1.12
COSZX:
1.03
VEA:
0.88
COSZX:
2.56
VEA:
2.18
COSZX:
3.54%
VEA:
3.95%
COSZX:
12.80%
VEA:
12.67%
COSZX:
-61.80%
VEA:
-60.69%
COSZX:
-6.09%
VEA:
-7.53%
Returns By Period
The year-to-date returns for both stocks are quite close, with COSZX having a 1.62% return and VEA slightly lower at 1.57%. Both investments have delivered pretty close results over the past 10 years, with COSZX having a 5.40% annualized return and VEA not far ahead at 5.57%.
COSZX
1.62%
2.49%
-1.06%
8.33%
4.88%
5.40%
VEA
1.57%
2.10%
-2.71%
7.28%
4.94%
5.57%
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COSZX vs. VEA - Expense Ratio Comparison
COSZX has a 0.90% expense ratio, which is higher than VEA's 0.05% expense ratio.
Risk-Adjusted Performance
COSZX vs. VEA — Risk-Adjusted Performance Rank
COSZX
VEA
COSZX vs. VEA - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Overseas Value Fund (COSZX) and Vanguard FTSE Developed Markets ETF (VEA). 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. VEA - Dividend Comparison
COSZX's dividend yield for the trailing twelve months is around 5.29%, more than VEA's 3.30% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COSZX Columbia Overseas Value Fund | 5.29% | 5.37% | 3.97% | 0.81% | 2.92% | 1.23% | 3.62% | 1.84% | 1.70% | 1.98% | 2.27% | 3.53% |
VEA Vanguard FTSE Developed Markets ETF | 3.30% | 3.36% | 3.16% | 2.91% | 3.16% | 2.04% | 3.04% | 3.35% | 2.77% | 3.05% | 2.92% | 3.68% |
Drawdowns
COSZX vs. VEA - Drawdown Comparison
The maximum COSZX drawdown since its inception was -61.80%, roughly equal to the maximum VEA drawdown of -60.69%. Use the drawdown chart below to compare losses from any high point for COSZX and VEA. For additional features, visit the drawdowns tool.
Volatility
COSZX vs. VEA - Volatility Comparison
Columbia Overseas Value Fund (COSZX) and Vanguard FTSE Developed Markets ETF (VEA) have volatilities of 3.80% and 3.74%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.