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
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Key characteristics
GSFTX:
0.38
SPY:
0.68
GSFTX:
0.65
SPY:
1.09
GSFTX:
1.10
SPY:
1.16
GSFTX:
0.39
SPY:
0.73
GSFTX:
1.21
SPY:
2.81
GSFTX:
5.08%
SPY:
4.88%
GSFTX:
15.18%
SPY:
20.30%
GSFTX:
-48.23%
SPY:
-55.19%
GSFTX:
-4.77%
SPY:
-2.66%
Returns By Period
In the year-to-date period, GSFTX achieves a 4.11% return, which is significantly higher than SPY's 1.80% return. Over the past 10 years, GSFTX has underperformed SPY with an annualized return of 8.03%, while SPY has yielded a comparatively higher 12.75% annualized return.
GSFTX
4.11%
7.78%
-2.43%
5.73%
8.45%
11.84%
8.03%
SPY
1.80%
13.00%
1.78%
13.78%
16.84%
16.59%
12.75%
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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.
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Dividends
GSFTX vs. SPY - Dividend Comparison
GSFTX's dividend yield for the trailing twelve months is around 1.75%, more than SPY's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GSFTX Columbia Dividend Income Fund | 1.75% | 1.82% | 1.95% | 1.93% | 1.46% | 1.74% | 1.82% | 2.22% | 1.78% | 1.94% | 2.92% | 2.26% |
SPY SPDR S&P 500 ETF | 1.20% | 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.
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Volatility
GSFTX vs. SPY - Volatility Comparison
The current volatility for Columbia Dividend Income Fund (GSFTX) is 4.01%, while SPDR S&P 500 ETF (SPY) has a volatility of 5.51%. 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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