CSVFX vs. VOO
Compare and contrast key facts about Columbia International Dividend Income Fund (CSVFX) and Vanguard S&P 500 ETF (VOO).
CSVFX is managed by Columbia Threadneedle. It was launched on Nov 8, 2000. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CSVFX or VOO.
Correlation
The correlation between CSVFX and VOO is 0.85, 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
CSVFX vs. VOO - Performance Comparison
Key characteristics
CSVFX:
0.32
VOO:
1.88
CSVFX:
0.49
VOO:
2.53
CSVFX:
1.07
VOO:
1.35
CSVFX:
0.32
VOO:
2.81
CSVFX:
0.84
VOO:
11.78
CSVFX:
5.16%
VOO:
2.02%
CSVFX:
13.68%
VOO:
12.67%
CSVFX:
-59.58%
VOO:
-33.99%
CSVFX:
-6.89%
VOO:
0.00%
Returns By Period
In the year-to-date period, CSVFX achieves a 6.16% return, which is significantly higher than VOO's 4.61% return. Over the past 10 years, CSVFX has underperformed VOO with an annualized return of 3.40%, while VOO has yielded a comparatively higher 13.30% annualized return.
CSVFX
6.16%
4.70%
-3.58%
3.79%
3.14%
3.40%
VOO
4.61%
2.59%
10.08%
25.10%
14.79%
13.30%
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CSVFX vs. VOO - Expense Ratio Comparison
CSVFX has a 1.01% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
CSVFX vs. VOO — Risk-Adjusted Performance Rank
CSVFX
VOO
CSVFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia International Dividend Income Fund (CSVFX) and Vanguard S&P 500 ETF (VOO). 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
CSVFX vs. VOO - Dividend Comparison
CSVFX's dividend yield for the trailing twelve months is around 2.47%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSVFX Columbia International Dividend Income Fund | 2.47% | 2.62% | 2.64% | 1.93% | 2.46% | 1.61% | 2.68% | 3.25% | 2.94% | 3.52% | 3.20% | 4.05% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
CSVFX vs. VOO - Drawdown Comparison
The maximum CSVFX drawdown since its inception was -59.58%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for CSVFX and VOO. For additional features, visit the drawdowns tool.
Volatility
CSVFX vs. VOO - Volatility Comparison
Columbia International Dividend Income Fund (CSVFX) has a higher volatility of 3.51% compared to Vanguard S&P 500 ETF (VOO) at 3.01%. This indicates that CSVFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.