LBSAX vs. AVLV
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Avantis U.S. Large Cap Value ETF (AVLV).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. AVLV is a passively managed fund by American Century Investments that tracks the performance of the Russell 1000 Value Index. It was launched on Sep 21, 2021.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or AVLV.
Correlation
The correlation between LBSAX and AVLV is 0.89, 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
LBSAX vs. AVLV - Performance Comparison
Key characteristics
LBSAX:
1.25
AVLV:
1.82
LBSAX:
1.67
AVLV:
2.54
LBSAX:
1.24
AVLV:
1.33
LBSAX:
1.44
AVLV:
2.73
LBSAX:
4.64
AVLV:
8.65
LBSAX:
2.87%
AVLV:
2.68%
LBSAX:
10.65%
AVLV:
12.77%
LBSAX:
-48.43%
AVLV:
-19.34%
LBSAX:
-5.47%
AVLV:
-1.76%
Returns By Period
In the year-to-date period, LBSAX achieves a 3.37% return, which is significantly lower than AVLV's 4.33% return.
LBSAX
3.37%
2.93%
4.27%
12.62%
8.42%
7.90%
AVLV
4.33%
3.85%
11.63%
22.53%
N/A
N/A
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LBSAX vs. AVLV - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than AVLV's 0.15% expense ratio.
Risk-Adjusted Performance
LBSAX vs. AVLV — Risk-Adjusted Performance Rank
LBSAX
AVLV
LBSAX vs. AVLV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Avantis U.S. Large Cap Value ETF (AVLV). 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
LBSAX vs. AVLV - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.52%, which matches AVLV's 1.52% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.52% | 1.57% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% |
AVLV Avantis U.S. Large Cap Value ETF | 1.52% | 1.58% | 1.85% | 2.00% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LBSAX vs. AVLV - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -48.43%, which is greater than AVLV's maximum drawdown of -19.34%. Use the drawdown chart below to compare losses from any high point for LBSAX and AVLV. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. AVLV - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) and Avantis U.S. Large Cap Value ETF (AVLV) have volatilities of 3.07% and 3.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.