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
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Key characteristics
INUTX:
0.25
VOO:
0.72
INUTX:
0.49
VOO:
1.20
INUTX:
1.07
VOO:
1.18
INUTX:
0.26
VOO:
0.81
INUTX:
0.76
VOO:
3.09
INUTX:
6.10%
VOO:
4.88%
INUTX:
15.83%
VOO:
19.37%
INUTX:
-55.57%
VOO:
-33.99%
INUTX:
-7.08%
VOO:
-2.75%
Returns By Period
In the year-to-date period, INUTX achieves a 3.19% return, which is significantly higher than VOO's 1.73% return. Over the past 10 years, INUTX has underperformed VOO with an annualized return of 3.20%, while VOO has yielded a comparatively higher 12.86% annualized return.
INUTX
3.19%
7.29%
-4.30%
3.55%
8.39%
3.20%
VOO
1.73%
12.89%
2.12%
13.74%
16.87%
12.86%
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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 Rank
INUTX
VOO
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.
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Dividends
INUTX vs. VOO - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.72%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.72% | 2.75% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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.
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Volatility
INUTX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Opportunity Fund (INUTX) is 4.19%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.49%. This indicates that INUTX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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