GSFTX vs. SPY
Compare and contrast key facts about Columbia Dividend Income Fund (GSFTX) and SPDR S&P 500 ETF (SPY).
GSFTX is managed by Columbia Threadneedle. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GSFTX or SPY.
Correlation
The correlation between GSFTX and SPY is 0.93, 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
GSFTX vs. SPY - Performance Comparison
Key characteristics
GSFTX:
0.27
SPY:
0.52
GSFTX:
0.46
SPY:
0.87
GSFTX:
1.07
SPY:
1.13
GSFTX:
0.26
SPY:
0.56
GSFTX:
0.83
SPY:
2.25
GSFTX:
4.81%
SPY:
4.66%
GSFTX:
14.96%
SPY:
20.06%
GSFTX:
-48.23%
SPY:
-55.19%
GSFTX:
-9.06%
SPY:
-9.25%
Returns By Period
In the year-to-date period, GSFTX achieves a -0.57% return, which is significantly higher than SPY's -5.10% return. Over the past 10 years, GSFTX has underperformed SPY with an annualized return of 7.64%, while SPY has yielded a comparatively higher 12.11% annualized return.
GSFTX
-0.57%
-3.09%
-5.10%
4.96%
11.39%
7.64%
SPY
-5.10%
-0.87%
-3.78%
11.88%
16.17%
12.11%
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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.
Risk-Adjusted Performance
GSFTX vs. SPY — Risk-Adjusted Performance Rank
GSFTX
SPY
GSFTX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund (GSFTX) and 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.
Dividends
GSFTX vs. SPY - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 6.08%, more than SPY's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 6.08% | 6.02% | 4.96% | 3.87% | 2.87% | 1.74% | 2.90% | 7.63% | 4.48% | 4.28% | 8.27% | 8.61% |
SPY SPDR S&P 500 ETF | 1.29% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
GSFTX vs. SPY - Drawdown Comparison
The maximum GSFTX drawdown since its inception was -48.23%, 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. For additional features, visit the drawdowns tool.
Volatility
GSFTX vs. SPY - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 10.41%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.99%. 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.
User Portfolios with GSFTX or SPY
Recent discussions
Discrepancy between SPY and ^GSPC?
Hello, from the charts, SPY seems to be outperforming its benchmark ^GSPC. That looks strange. From my understanding, SPY is designed to closely track the S&P 500.
Could there be an error in the charts?
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