COTZX vs. SPY
Compare and contrast key facts about Columbia Thermostat Fund (COTZX) and SPDR S&P 500 ETF (SPY).
COTZX is managed by Columbia Threadneedle. It was launched on Sep 24, 2002. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: COTZX or SPY.
Correlation
The correlation between COTZX and SPY is 0.81, 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
COTZX vs. SPY - Performance Comparison
Key characteristics
COTZX:
1.53
SPY:
0.68
COTZX:
2.22
SPY:
0.98
COTZX:
1.28
SPY:
1.13
COTZX:
0.57
SPY:
0.95
COTZX:
7.45
SPY:
3.13
COTZX:
1.28%
SPY:
3.03%
COTZX:
6.25%
SPY:
13.89%
COTZX:
-49.51%
SPY:
-55.19%
COTZX:
-6.54%
SPY:
-7.62%
Returns By Period
In the year-to-date period, COTZX achieves a 1.00% return, which is significantly higher than SPY's -3.39% return. Over the past 10 years, COTZX has underperformed SPY with an annualized return of 3.09%, while SPY has yielded a comparatively higher 12.54% annualized return.
COTZX
1.00%
-0.92%
0.05%
9.79%
4.33%
3.09%
SPY
-3.39%
-3.01%
-0.13%
10.19%
19.68%
12.54%
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COTZX vs. SPY - Expense Ratio Comparison
COTZX has a 0.24% expense ratio, which is higher than SPY's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
COTZX vs. SPY — Risk-Adjusted Performance Rank
COTZX
SPY
COTZX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Thermostat Fund (COTZX) and SPDR S&P 500 ETF (SPY). 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
COTZX vs. SPY - Dividend Comparison
COTZX's dividend yield for the trailing twelve months is around 3.52%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COTZX Columbia Thermostat Fund | 3.52% | 3.55% | 2.74% | 2.32% | 1.85% | 1.74% | 1.98% | 2.26% | 3.74% | 0.78% | 2.27% | 2.19% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
COTZX vs. SPY - Drawdown Comparison
The maximum COTZX drawdown since its inception was -49.51%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for COTZX and SPY. For additional features, visit the drawdowns tool.
Volatility
COTZX vs. SPY - Volatility Comparison
The current volatility for Columbia Thermostat Fund (COTZX) is 1.78%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.76%. This indicates that COTZX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.