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:
1.13
SPY:
2.21
GSFTX:
1.51
SPY:
2.93
GSFTX:
1.22
SPY:
1.41
GSFTX:
1.25
SPY:
3.26
GSFTX:
6.06
SPY:
14.43
GSFTX:
1.98%
SPY:
1.90%
GSFTX:
10.61%
SPY:
12.41%
GSFTX:
-47.69%
SPY:
-55.19%
GSFTX:
-8.80%
SPY:
-2.74%
Returns By Period
In the year-to-date period, GSFTX achieves a 10.15% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, GSFTX has underperformed SPY with an annualized return of 10.16%, while SPY has yielded a comparatively higher 12.97% annualized return.
GSFTX
10.15%
-6.37%
1.84%
11.10%
9.56%
10.16%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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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 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 1.35%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.35% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% | 1.94% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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. For additional features, visit the drawdowns tool.
Volatility
GSFTX vs. SPY - Volatility Comparison
Columbia Dividend Income Fund (GSFTX) has a higher volatility of 5.70% compared to SPDR S&P 500 ETF (SPY) at 3.72%. This indicates that GSFTX's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.