CTCAX vs. IXN
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and iShares Global Tech ETF (IXN).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. IXN is a passively managed fund by iShares that tracks the performance of the S&P Global Information Technology Sector Index. It was launched on Nov 12, 2001.
Performance
CTCAX vs. IXN - Performance Comparison
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CTCAX vs. IXN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -10.22% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
IXN iShares Global Tech ETF | -4.79% | 25.25% | 24.84% | 52.98% | -29.86% | 29.58% | 43.62% | 47.88% | -5.44% | 41.23% |
Returns By Period
In the year-to-date period, CTCAX achieves a -10.22% return, which is significantly lower than IXN's -4.79% return. Both investments have delivered pretty close results over the past 10 years, with CTCAX having a 20.26% annualized return and IXN not far ahead at 20.59%.
CTCAX
- 1D
- -1.69%
- 1M
- -9.75%
- YTD
- -10.22%
- 6M
- -8.54%
- 1Y
- 27.76%
- 3Y*
- 23.83%
- 5Y*
- 12.52%
- 10Y*
- 20.26%
IXN
- 1D
- 4.40%
- 1M
- -6.36%
- YTD
- -4.79%
- 6M
- -2.26%
- 1Y
- 33.44%
- 3Y*
- 23.38%
- 5Y*
- 14.62%
- 10Y*
- 20.59%
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CTCAX vs. IXN - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than IXN's 0.46% expense ratio.
Return for Risk
CTCAX vs. IXN — Risk / Return Rank
CTCAX
IXN
CTCAX vs. IXN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and iShares Global Tech ETF (IXN). 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.
| CTCAX | IXN | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.02 | 1.24 | -0.22 |
Sortino ratioReturn per unit of downside risk | 1.57 | 1.85 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.26 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.67 | 2.33 | -0.66 |
Martin ratioReturn relative to average drawdown | 5.92 | 7.76 | -1.83 |
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
| CTCAX | IXN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.02 | 1.24 | -0.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.60 | -0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.82 | 0.85 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.70 | 0.47 | +0.23 |
Correlation
The correlation between CTCAX and IXN is 0.91, 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
CTCAX vs. IXN - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.66%, more than IXN's 1.09% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.66% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
IXN iShares Global Tech ETF | 1.09% | 1.04% | 0.43% | 0.55% | 0.81% | 0.58% | 0.63% | 1.06% | 0.94% | 0.93% | 1.03% | 1.12% |
Drawdowns
CTCAX vs. IXN - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than IXN's maximum drawdown of -55.67%. Use the drawdown chart below to compare losses from any high point for CTCAX and IXN.
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Drawdown Indicators
| CTCAX | IXN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -55.67% | -5.37% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -14.37% | -0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -36.30% | -3.25% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -36.30% | -3.25% |
Current DrawdownCurrent decline from peak | -14.43% | -10.01% | -4.42% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -11.34% | +0.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.07% | 4.31% | -0.24% |
Volatility
CTCAX vs. IXN - Volatility Comparison
The current volatility for Columbia Global Technology Growth Fund Class A (CTCAX) is 7.45%, while iShares Global Tech ETF (IXN) has a volatility of 9.23%. This indicates that CTCAX experiences smaller price fluctuations and is considered to be less risky than IXN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | IXN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.45% | 9.23% | -1.78% |
Volatility (6M)Calculated over the trailing 6-month period | 16.24% | 17.10% | -0.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.00% | 27.01% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 24.57% | +1.24% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.66% | 24.19% | +0.47% |