CSVZX vs. VTV
Compare and contrast key facts about Columbia Select Large Cap Value Fund Institutional Class (CSVZX) and Vanguard Value ETF (VTV).
CSVZX is an actively managed fund by Columbia. It was launched on Sep 27, 2010. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Performance
CSVZX vs. VTV - Performance Comparison
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CSVZX vs. VTV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CSVZX Columbia Select Large Cap Value Fund Institutional Class | 0.27% | 27.92% | 12.82% | 5.78% | -0.84% | 26.61% | 6.43% | 26.89% | -12.12% | 19.05% |
VTV Vanguard Value ETF | 3.30% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
In the year-to-date period, CSVZX achieves a 0.27% return, which is significantly lower than VTV's 3.30% return. Both investments have delivered pretty close results over the past 10 years, with CSVZX having a 12.42% annualized return and VTV not far behind at 11.80%.
CSVZX
- 1D
- -0.58%
- 1M
- -8.84%
- YTD
- 0.27%
- 6M
- 9.44%
- 1Y
- 24.64%
- 3Y*
- 15.79%
- 5Y*
- 10.85%
- 10Y*
- 12.42%
VTV
- 1D
- 1.64%
- 1M
- -4.81%
- YTD
- 3.30%
- 6M
- 6.34%
- 1Y
- 16.02%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
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CSVZX vs. VTV - Expense Ratio Comparison
CSVZX has a 0.60% expense ratio, which is higher than VTV's 0.04% expense ratio.
Return for Risk
CSVZX vs. VTV — Risk / Return Rank
CSVZX
VTV
CSVZX vs. VTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Institutional Class (CSVZX) and Vanguard Value ETF (VTV). 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.
| CSVZX | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.52 | 1.08 | +0.44 |
Sortino ratioReturn per unit of downside risk | 2.05 | 1.56 | +0.49 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.23 | +0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.92 | 1.53 | +0.39 |
Martin ratioReturn relative to average drawdown | 8.25 | 6.93 | +1.32 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CSVZX | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.52 | 1.08 | +0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.71 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.63 | 0.49 | +0.14 |
Correlation
The correlation between CSVZX and VTV 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.
Dividends
CSVZX vs. VTV - Dividend Comparison
CSVZX's dividend yield for the trailing twelve months is around 8.29%, more than VTV's 2.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CSVZX Columbia Select Large Cap Value Fund Institutional Class | 8.29% | 8.31% | 3.54% | 3.67% | 1.56% | 5.89% | 7.41% | 6.92% | 4.95% | 3.73% | 6.95% | 4.61% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
CSVZX vs. VTV - Drawdown Comparison
The maximum CSVZX drawdown since its inception was -41.46%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for CSVZX and VTV.
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Drawdown Indicators
| CSVZX | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.46% | -59.27% | +17.81% |
Max Drawdown (1Y)Largest decline over 1 year | -12.39% | -11.32% | -1.07% |
Max Drawdown (5Y)Largest decline over 5 years | -18.36% | -17.04% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -41.46% | -36.78% | -4.68% |
Current DrawdownCurrent decline from peak | -9.00% | -4.81% | -4.19% |
Average DrawdownAverage peak-to-trough decline | -4.79% | -7.92% | +3.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.88% | 2.50% | +0.38% |
Volatility
CSVZX vs. VTV - Volatility Comparison
Columbia Select Large Cap Value Fund Institutional Class (CSVZX) and Vanguard Value ETF (VTV) have volatilities of 3.74% and 3.78%, 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.
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Volatility by Period
| CSVZX | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.74% | 3.78% | -0.04% |
Volatility (6M)Calculated over the trailing 6-month period | 9.04% | 7.72% | +1.32% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.95% | 14.93% | +2.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.88% | 13.88% | +2.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.69% | 16.67% | +2.02% |