INUTX vs. VOO
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and Vanguard S&P 500 ETF (VOO).
INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or VOO.
Correlation
The correlation between INUTX and VOO is 0.87, 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
INUTX vs. VOO - Performance Comparison
Key characteristics
INUTX:
0.88
VOO:
2.25
INUTX:
1.17
VOO:
2.98
INUTX:
1.17
VOO:
1.42
INUTX:
0.87
VOO:
3.31
INUTX:
4.39
VOO:
14.77
INUTX:
2.35%
VOO:
1.90%
INUTX:
11.80%
VOO:
12.46%
INUTX:
-55.57%
VOO:
-33.99%
INUTX:
-10.86%
VOO:
-2.47%
Returns By Period
In the year-to-date period, INUTX achieves a 8.51% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, INUTX has underperformed VOO with an annualized return of 7.55%, while VOO has yielded a comparatively higher 13.08% annualized return.
INUTX
8.51%
-8.27%
1.54%
9.48%
7.30%
7.55%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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INUTX vs. VOO - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
INUTX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) and Vanguard S&P 500 ETF (VOO). 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
INUTX vs. VOO - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.05%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.05% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% | 2.20% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
INUTX vs. VOO - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for INUTX and VOO. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. VOO - Volatility Comparison
Columbia Dividend Opportunity Fund (INUTX) has a higher volatility of 6.76% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that INUTX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.