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:
1.16
VOO:
2.15
INUTX:
1.54
VOO:
2.85
INUTX:
1.22
VOO:
1.40
INUTX:
1.20
VOO:
3.25
INUTX:
3.98
VOO:
13.67
INUTX:
3.41%
VOO:
2.01%
INUTX:
11.68%
VOO:
12.79%
INUTX:
-55.57%
VOO:
-33.99%
INUTX:
-7.27%
VOO:
0.00%
Returns By Period
In the year-to-date period, INUTX achieves a 2.99% return, which is significantly lower than VOO's 3.49% return. Over the past 10 years, INUTX has underperformed VOO with an annualized return of 3.31%, while VOO has yielded a comparatively higher 13.52% annualized return.
INUTX
2.99%
2.93%
2.90%
12.79%
4.74%
3.31%
VOO
3.49%
1.90%
12.84%
26.78%
14.88%
13.52%
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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.
Dividends
INUTX vs. VOO - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.67%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.67% | 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 | 1.20% | 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.
Volatility
INUTX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Opportunity Fund (INUTX) is 3.32%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.07%. 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.