GSFTX vs. SPY
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and State Street SPDR S&P 500 ETF (SPY).
GSFTX is managed by Columbia. It was launched on Mar 4, 1998. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Performance
GSFTX vs. SPY - Performance Comparison
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GSFTX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.58% | 15.88% | 15.00% | 10.57% | -4.94% | 26.26% | 7.75% | 28.12% | -4.38% | 20.16% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, GSFTX achieves a 1.58% return, which is significantly higher than SPY's -4.37% return. Over the past 10 years, GSFTX has underperformed SPY with an annualized return of 11.96%, while SPY has yielded a comparatively higher 13.98% annualized return.
GSFTX
- 1D
- 0.00%
- 1M
- -5.48%
- YTD
- 1.58%
- 6M
- 4.13%
- 1Y
- 14.74%
- 3Y*
- 14.46%
- 5Y*
- 10.53%
- 10Y*
- 11.96%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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GSFTX vs. SPY - Expense Ratio Comparison
GSFTX has a 0.66% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
GSFTX vs. SPY — Risk / Return Rank
GSFTX
SPY
GSFTX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and State Street SPDR S&P 500 ETF (SPY). 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.
| GSFTX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.93 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.69 | 1.45 | +0.24 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.22 | +0.04 |
Calmar ratioReturn relative to maximum drawdown | 1.46 | 1.53 | -0.07 |
Martin ratioReturn relative to average drawdown | 6.80 | 7.30 | -0.50 |
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
| GSFTX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.93 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.80 | 0.69 | +0.11 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.78 | -0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.56 | -0.03 |
Correlation
The correlation between GSFTX and SPY is 0.90, 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
GSFTX vs. SPY - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 5.31%, more than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 5.31% | 5.35% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.00% | 3.77% | 8.27% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
GSFTX vs. SPY - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -47.69%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for GSFTX and SPY.
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Drawdown Indicators
| GSFTX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.69% | -55.19% | +7.50% |
Max Drawdown (1Y)Largest decline over 1 year | -10.18% | -12.05% | +1.87% |
Max Drawdown (5Y)Largest decline over 5 years | -17.01% | -24.50% | +7.49% |
Max Drawdown (10Y)Largest decline over 10 years | -32.76% | -33.72% | +0.96% |
Current DrawdownCurrent decline from peak | -5.48% | -6.24% | +0.76% |
Average DrawdownAverage peak-to-trough decline | -6.40% | -9.09% | +2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.18% | 2.52% | -0.34% |
Volatility
GSFTX vs. SPY - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 2.90%, while State Street SPDR S&P 500 ETF (SPY) has a volatility of 5.31%. This indicates that GSFTX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| GSFTX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.90% | 5.31% | -2.41% |
Volatility (6M)Calculated over the trailing 6-month period | 6.81% | 9.47% | -2.66% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.61% | 19.05% | -5.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 17.06% | -3.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 17.92% | -2.24% |