CZMSX vs. VB
Compare and contrast key facts about Multi-Manager Small Cap Equity Strategies Fund (CZMSX) and Vanguard Small-Cap ETF (VB).
CZMSX is managed by Blackrock. It was launched on Jan 3, 2017. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. 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: CZMSX or VB.
Correlation
The correlation between CZMSX and VB is 0.98, 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
CZMSX vs. VB - Performance Comparison
Key characteristics
CZMSX:
0.52
VB:
1.07
CZMSX:
0.86
VB:
1.55
CZMSX:
1.10
VB:
1.19
CZMSX:
0.28
VB:
2.03
CZMSX:
2.03
VB:
4.83
CZMSX:
4.91%
VB:
3.71%
CZMSX:
19.35%
VB:
16.83%
CZMSX:
-47.15%
VB:
-59.57%
CZMSX:
-27.74%
VB:
-5.31%
Returns By Period
In the year-to-date period, CZMSX achieves a 2.44% return, which is significantly lower than VB's 2.71% return.
CZMSX
2.44%
3.89%
6.43%
7.18%
1.78%
N/A
VB
2.71%
3.64%
11.94%
15.53%
9.38%
9.11%
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CZMSX vs. VB - Expense Ratio Comparison
CZMSX has a 0.99% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
CZMSX vs. VB — Risk-Adjusted Performance Rank
CZMSX
VB
CZMSX vs. VB - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Multi-Manager Small Cap Equity Strategies Fund (CZMSX) and Vanguard Small-Cap ETF (VB). 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
CZMSX vs. VB - Dividend Comparison
CZMSX's dividend yield for the trailing twelve months is around 0.45%, less than VB's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CZMSX Multi-Manager Small Cap Equity Strategies Fund | 0.45% | 0.46% | 0.61% | 0.31% | 0.06% | 0.31% | 0.32% | 0.15% | 0.06% | 0.00% | 0.00% | 0.00% |
VB Vanguard Small-Cap ETF | 1.27% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
CZMSX vs. VB - Drawdown Comparison
The maximum CZMSX drawdown since its inception was -47.15%, smaller than the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for CZMSX and VB. For additional features, visit the drawdowns tool.
Volatility
CZMSX vs. VB - Volatility Comparison
Multi-Manager Small Cap Equity Strategies Fund (CZMSX) has a higher volatility of 4.13% compared to Vanguard Small-Cap ETF (VB) at 3.93%. This indicates that CZMSX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.