LBSAX vs. DIA
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and SPDR Dow Jones Industrial Average ETF (DIA).
LBSAX is managed by Columbia. It was launched on Nov 25, 2002. DIA is a passively managed fund by State Street that tracks the performance of the Dow Jones Industrial Average. It was launched on Jan 14, 1998.
Performance
LBSAX vs. DIA - Performance Comparison
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LBSAX vs. DIA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.55% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
DIA SPDR Dow Jones Industrial Average ETF | -3.25% | 14.71% | 14.82% | 16.02% | -7.02% | 20.83% | 9.59% | 24.70% | -3.74% | 28.08% |
Returns By Period
In the year-to-date period, LBSAX achieves a 1.55% return, which is significantly higher than DIA's -3.25% return. Both investments have delivered pretty close results over the past 10 years, with LBSAX having a 11.69% annualized return and DIA not far ahead at 12.22%.
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%
DIA
- 1D
- 2.46%
- 1M
- -5.20%
- YTD
- -3.25%
- 6M
- 0.64%
- 1Y
- 12.04%
- 3Y*
- 13.58%
- 5Y*
- 8.82%
- 10Y*
- 12.22%
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LBSAX vs. DIA - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than DIA's 0.16% expense ratio.
Return for Risk
LBSAX vs. DIA — Risk / Return Rank
LBSAX
DIA
LBSAX vs. DIA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and SPDR Dow Jones Industrial Average ETF (DIA). 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 | DIA | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.17 | 0.72 | +0.45 |
Sortino ratioReturn per unit of downside risk | 1.66 | 1.14 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.16 | +0.10 |
Calmar ratioReturn relative to maximum drawdown | 1.43 | 1.22 | +0.21 |
Martin ratioReturn relative to average drawdown | 6.65 | 4.51 | +2.14 |
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 | DIA | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.17 | 0.72 | +0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.78 | 0.60 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.75 | 0.70 | +0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.47 | +0.14 |
Correlation
The correlation between LBSAX and DIA is 0.94, 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. DIA - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.07%, more than DIA's 1.52% 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% |
DIA SPDR Dow Jones Industrial Average ETF | 1.52% | 1.43% | 1.61% | 1.81% | 1.91% | 1.58% | 1.87% | 1.85% | 2.24% | 1.97% | 2.26% | 2.33% |
Drawdowns
LBSAX vs. DIA - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, smaller than the maximum DIA drawdown of -51.87%. Use the drawdown chart below to compare losses from any high point for LBSAX and DIA.
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Drawdown Indicators
| LBSAX | DIA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -51.87% | +3.98% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -10.79% | +0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -20.76% | +3.60% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -36.70% | +3.88% |
Current DrawdownCurrent decline from peak | -5.50% | -7.40% | +1.90% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -7.18% | +1.89% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.19% | 2.92% | -0.73% |
Volatility
LBSAX vs. DIA - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 2.92%, while SPDR Dow Jones Industrial Average ETF (DIA) has a volatility of 4.92%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than DIA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LBSAX | DIA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.92% | 4.92% | -2.00% |
Volatility (6M)Calculated over the trailing 6-month period | 6.83% | 9.23% | -2.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.62% | 16.84% | -3.22% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.28% | 14.73% | -1.45% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 17.51% | -1.83% |