CTCAX vs. XLK
Compare and contrast key facts about Columbia Global Technology Growth Fund Class A (CTCAX) and State Street Technology Select Sector SPDR ETF (XLK).
CTCAX is managed by Columbia. It was launched on Nov 9, 2000. XLK is a passively managed fund by State Street that tracks the performance of the S&P Technology Select Sector Daily Capped 35/20 Index. It was launched on Dec 16, 1998.
Performance
CTCAX vs. XLK - Performance Comparison
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CTCAX vs. XLK - 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% |
XLK State Street Technology Select Sector SPDR ETF | -6.18% | 24.61% | 21.63% | 56.02% | -27.73% | 34.74% | 43.62% | 49.86% | -1.68% | 34.26% |
Returns By Period
The year-to-date returns for both stocks are quite close, with CTCAX having a -6.10% return and XLK slightly lower at -6.18%. Both investments have delivered pretty close results over the past 10 years, with CTCAX having a 20.80% annualized return and XLK not far ahead at 21.00%.
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%
XLK
- 1D
- 1.51%
- 1M
- -3.20%
- YTD
- -6.18%
- 6M
- -4.94%
- 1Y
- 30.47%
- 3Y*
- 22.19%
- 5Y*
- 15.65%
- 10Y*
- 21.00%
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CTCAX vs. XLK - Expense Ratio Comparison
CTCAX has a 1.18% expense ratio, which is higher than XLK's 0.08% expense ratio.
Return for Risk
CTCAX vs. XLK — Risk / Return Rank
CTCAX
XLK
CTCAX vs. XLK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Global Technology Growth Fund Class A (CTCAX) and State Street Technology Select Sector SPDR ETF (XLK). 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 | XLK | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.24 | 1.13 | +0.10 |
Sortino ratioReturn per unit of downside risk | 1.84 | 1.71 | +0.13 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.24 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 2.30 | 1.97 | +0.33 |
Martin ratioReturn relative to average drawdown | 8.07 | 6.31 | +1.76 |
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 | XLK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.24 | 1.13 | +0.10 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.50 | 0.64 | -0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.84 | 0.87 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.71 | 0.36 | +0.35 |
Correlation
The correlation between CTCAX and XLK is 0.92, 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. XLK - Dividend Comparison
CTCAX's dividend yield for the trailing twelve months is around 3.50%, more than XLK's 0.57% 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% |
XLK State Street Technology Select Sector SPDR ETF | 0.57% | 0.54% | 0.66% | 0.76% | 1.04% | 0.65% | 0.92% | 1.16% | 1.60% | 1.37% | 1.74% | 1.79% |
Drawdowns
CTCAX vs. XLK - Drawdown Comparison
The maximum CTCAX drawdown since its inception was -61.04%, smaller than the maximum XLK drawdown of -82.05%. Use the drawdown chart below to compare losses from any high point for CTCAX and XLK.
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Drawdown Indicators
| CTCAX | XLK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.04% | -82.05% | +21.01% |
Max Drawdown (1Y)Largest decline over 1 year | -14.43% | -15.92% | +1.49% |
Max Drawdown (5Y)Largest decline over 5 years | -39.55% | -33.56% | -5.99% |
Max Drawdown (10Y)Largest decline over 10 years | -39.55% | -33.56% | -5.99% |
Current DrawdownCurrent decline from peak | -10.51% | -11.04% | +0.53% |
Average DrawdownAverage peak-to-trough decline | -10.75% | -35.17% | +24.42% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.12% | 4.98% | -0.86% |
Volatility
CTCAX vs. XLK - Volatility Comparison
Columbia Global Technology Growth Fund Class A (CTCAX) has a higher volatility of 8.94% compared to State Street Technology Select Sector SPDR ETF (XLK) at 8.12%. This indicates that CTCAX's price experiences larger fluctuations and is considered to be riskier than XLK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CTCAX | XLK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.94% | 8.12% | +0.82% |
Volatility (6M)Calculated over the trailing 6-month period | 16.85% | 16.49% | +0.36% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.31% | 27.05% | +0.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.88% | 24.72% | +1.16% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.70% | 24.33% | +0.37% |