LBSAX vs. AVUV
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Avantis US Small Cap Value ETF (AVUV).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. AVUV is a passively managed fund by Avantis that tracks the performance of the Russell 2000 Value. It was launched on Sep 24, 2019.
Performance
LBSAX vs. AVUV - Performance Comparison
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LBSAX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 6.76% |
AVUV Avantis US Small Cap Value ETF | 8.60% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.50% |
Returns By Period
In the year-to-date period, LBSAX achieves a 1.55% return, which is significantly lower than AVUV's 8.60% return.
LBSAX
- 1D
- 0.00%
- 1M
- -5.50%
- YTD
- 1.55%
- 6M
- 4.03%
- 1Y
- 14.47%
- 3Y*
- 14.17%
- 5Y*
- 10.26%
- 10Y*
- 11.69%
AVUV
- 1D
- 2.03%
- 1M
- -1.97%
- YTD
- 8.60%
- 6M
- 11.68%
- 1Y
- 28.72%
- 3Y*
- 16.19%
- 5Y*
- 10.38%
- 10Y*
- —
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LBSAX vs. AVUV - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Return for Risk
LBSAX vs. AVUV — Risk / Return Rank
LBSAX
AVUV
LBSAX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Avantis US Small Cap Value ETF (AVUV). 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.
| LBSAX | AVUV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 1.23 | -0.06 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.80 | -0.13 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.25 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.87 | -0.44 |
Martin ratioReturn relative to average drawdown | 6.65 | 7.37 | -0.72 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LBSAX | AVUV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 1.23 | -0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.45 | +0.32 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.52 | +0.10 |
Correlation
The correlation between LBSAX and AVUV is 0.78, 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.
Dividends
LBSAX vs. AVUV - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.07%, more than AVUV's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 5.07% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
AVUV Avantis US Small Cap Value ETF | 1.41% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
LBSAX vs. AVUV - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, roughly equal to the maximum AVUV drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for LBSAX and AVUV.
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Drawdown Indicators
| LBSAX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -49.42% | +1.53% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -15.43% | +5.24% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -28.79% | +11.63% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | — | — |
Current DrawdownCurrent decline from peak | -5.50% | -4.14% | -1.36% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -8.14% | +2.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 3.91% | -1.72% |
Volatility
LBSAX vs. AVUV - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 2.92%, while Avantis US Small Cap Value ETF (AVUV) has a volatility of 5.51%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 5.51% | -2.59% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 13.11% | -6.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 23.46% | -9.84% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 22.95% | -9.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 28.60% | -12.92% |