CTCAX vs. VGT
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and Vanguard Information Technology ETF (VGT).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Mar 25, 2004.
Performance
CTCAX vs. VGT - Performance Comparison
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CTCAX vs. VGT - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | -6.10% | 24.78% | 31.39% | 56.46% | -34.81% | 22.73% | 49.46% | 43.91% | -1.48% | 42.99% |
VGT Vanguard Information Technology ETF | -6.16% | 21.77% | 29.30% | 52.66% | -29.70% | 30.45% | 46.04% | 48.62% | 2.46% | 37.08% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CTCAX having a -6.10% return and VGT slightly lower at -6.16%. Both investments have delivered pretty close results over the past 10 years, with CTCAX having a 20.80% annualized return and VGT not far ahead at 21.51%.
CTCAX
- 1D
- 4.59%
- 1M
- -5.90%
- YTD
- -6.10%
- 6M
- -5.08%
- 1Y
- 32.32%
- 3Y*
- 25.70%
- 5Y*
- 12.94%
- 10Y*
- 20.80%
VGT
- 1D
- 1.28%
- 1M
- -3.61%
- YTD
- -6.16%
- 6M
- -5.90%
- 1Y
- 29.76%
- 3Y*
- 23.10%
- 5Y*
- 14.83%
- 10Y*
- 21.51%
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CTCAX vs. VGT - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than VGT's 0.09% expense ratio.
Return for Risk
CTCAX vs. VGT — Risk / Return Rank
CTCAX
VGT
CTCAX vs. VGT - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and Vanguard Information Technology ETF (VGT). 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 | VGT | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.10 | +0.14 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.67 | +0.17 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.23 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.88 | +0.42 |
Martin ratioReturn relative to average drawdown | 8.07 | 5.77 | +2.30 |
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 | VGT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.10 | +0.14 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.59 | -0.09 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.88 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.61 | +0.10 |
Correlation
The correlation between CTCAX and VGT 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
CTCAX vs. VGT - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, more than VGT's 0.43% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CTCAX Columbia Global Technology Growth Fund Class A | 3.50% | 3.29% | 1.08% | 2.36% | 3.53% | 4.15% | 0.91% | 2.55% | 5.82% | 3.52% | 0.36% | 1.80% |
VGT Vanguard Information Technology ETF | 0.43% | 0.40% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% |
Drawdowns
CTCAX vs. VGT - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for CTCAX and VGT.
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Drawdown Indicators
| CTCAX | VGT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -54.63% | -6.41% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -16.40% | +1.97% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -35.07% | -4.48% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -35.07% | -4.48% |
Current DrawdownCurrent decline from peak | -10.51% | -11.66% | +1.15% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -8.00% | -2.75% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 5.35% | -1.23% |
Volatility
CTCAX vs. VGT - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to Vanguard Information Technology ETF (VGT) at 8.03%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | VGT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 8.03% | +0.91% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 16.35% | +0.50% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 27.27% | +0.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 25.06% | +0.82% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 24.48% | +0.22% |