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 Threadneedle. 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 Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CTCAX or VGT.
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.
Performance
CTCAX vs. VGT - Performance Comparison
Key characteristics
CTCAX:
1.26
VGT:
1.29
CTCAX:
1.75
VGT:
1.75
CTCAX:
1.23
VGT:
1.23
CTCAX:
1.70
VGT:
1.82
CTCAX:
5.59
VGT:
6.46
CTCAX:
5.07%
VGT:
4.29%
CTCAX:
22.53%
VGT:
21.60%
CTCAX:
-62.92%
VGT:
-54.63%
CTCAX:
-5.15%
VGT:
-5.77%
Returns By Period
In the year-to-date period, CTCAX achieves a -1.12% return, which is significantly higher than VGT's -1.92% return. Over the past 10 years, CTCAX has underperformed VGT with an annualized return of 17.23%, while VGT has yielded a comparatively higher 20.94% annualized return.
CTCAX
-1.12%
-4.76%
-0.50%
28.25%
15.57%
17.23%
VGT
-1.92%
-4.66%
1.17%
27.43%
19.81%
20.94%
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CTCAX vs. VGT - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
CTCAX vs. VGT — Risk-Adjusted Performance Rank
CTCAX
VGT
CTCAX vs. VGT - Risk-Adjusted Performance 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.
Dividends
CTCAX vs. VGT - Dividend Comparison
CTCAX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.61%.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Columbia Global Technology Growth Fund Class A | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.46% |
Vanguard Information Technology ETF | 0.61% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
CTCAX vs. VGT - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -62.92%, 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. For additional features, visit the drawdowns tool.
Volatility
CTCAX vs. VGT - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) and Vanguard Information Technology ETF (VGT) have volatilities of 6.33% and 6.33%, 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.