INUTX vs. VTV
Compare and contrast key facts about Columbia Dividend Opportunity Fund (INUTX) and Vanguard Value ETF (VTV).
INUTX is managed by Columbia Threadneedle. It was launched on Aug 1, 1988. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: INUTX or VTV.
Key characteristics
| INUTX | VTV | |
|---|---|---|
| YTD Return | 18.48% | 20.35% |
| 1Y Return | 27.56% | 28.81% |
| 3Y Return (Ann) | 7.81% | 9.49% |
| 5Y Return (Ann) | 9.92% | 11.51% |
| 10Y Return (Ann) | 8.56% | 10.56% |
| Sharpe Ratio | 2.73 | 2.89 |
| Sortino Ratio | 3.84 | 4.05 |
| Omega Ratio | 1.49 | 1.53 |
| Calmar Ratio | 3.55 | 5.78 |
| Martin Ratio | 17.32 | 18.59 |
| Ulcer Index | 1.62% | 1.58% |
| Daily Std Dev | 10.30% | 10.17% |
| Max Drawdown | -55.57% | -59.27% |
| Current Drawdown | -1.04% | -1.36% |
Correlation
The correlation between INUTX and VTV is 0.95, 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. VTV - Performance Comparison
In the year-to-date period, INUTX achieves a 18.48% return, which is significantly lower than VTV's 20.35% return. Over the past 10 years, INUTX has underperformed VTV with an annualized return of 8.56%, while VTV has yielded a comparatively higher 10.56% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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INUTX vs. VTV - Expense Ratio Comparison
INUTX has a 1.06% expense ratio, which is higher than VTV's 0.04% expense ratio.
Risk-Adjusted Performance
INUTX vs. VTV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Opportunity Fund (INUTX) and Vanguard Value ETF (VTV). 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. VTV - Dividend Comparison
INUTX's dividend yield for the trailing twelve months is around 2.50%, more than VTV's 2.24% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
INUTX Columbia Dividend Opportunity Fund | 2.50% | 2.91% | 2.97% | 2.67% | 3.40% | 3.11% | 3.78% | 3.85% | 3.84% | 3.65% | 3.05% | 2.20% |
VTV Vanguard Value ETF | 2.24% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
Drawdowns
INUTX vs. VTV - Drawdown Comparison
The maximum INUTX drawdown since its inception was -55.57%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for INUTX and VTV. For additional features, visit the drawdowns tool.
Volatility
INUTX vs. VTV - Volatility Comparison
The current volatility for Columbia Dividend Opportunity Fund (INUTX) is 3.04%, while Vanguard Value ETF (VTV) has a volatility of 3.64%. This indicates that INUTX experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.