LBSAX vs. RDVY
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and First Trust Rising Dividend Achievers ETF (RDVY).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. RDVY is a passively managed fund by First Trust that tracks the performance of the NASDAQ US Rising Dividend Achievers. It was launched on Jan 6, 2014.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or RDVY.
Key characteristics
| LBSAX | RDVY | |
|---|---|---|
| YTD Return | 18.35% | 23.41% |
| 1Y Return | 27.65% | 40.58% |
| 3Y Return (Ann) | 8.24% | 8.93% |
| 5Y Return (Ann) | 11.76% | 15.09% |
| 10Y Return (Ann) | 10.98% | 13.31% |
| Sharpe Ratio | 2.90 | 2.57 |
| Sortino Ratio | 4.10 | 3.67 |
| Omega Ratio | 1.54 | 1.47 |
| Calmar Ratio | 5.53 | 4.00 |
| Martin Ratio | 18.96 | 17.31 |
| Ulcer Index | 1.44% | 2.33% |
| Daily Std Dev | 9.45% | 15.70% |
| Max Drawdown | -47.89% | -40.60% |
| Current Drawdown | -0.48% | -0.79% |
Correlation
The correlation between LBSAX and RDVY is 0.85, 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. RDVY - Performance Comparison
In the year-to-date period, LBSAX achieves a 18.35% return, which is significantly lower than RDVY's 23.41% return. Over the past 10 years, LBSAX has underperformed RDVY with an annualized return of 10.98%, while RDVY has yielded a comparatively higher 13.31% 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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LBSAX vs. RDVY - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than RDVY's 0.50% expense ratio.
Risk-Adjusted Performance
LBSAX vs. RDVY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and First Trust Rising Dividend Achievers ETF (RDVY). 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. RDVY - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.48%, less than RDVY's 1.62% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.48% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
RDVY First Trust Rising Dividend Achievers ETF | 1.62% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% | 1.91% | 0.00% |
Drawdowns
LBSAX vs. RDVY - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, which is greater than RDVY's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for LBSAX and RDVY. For additional features, visit the drawdowns tool.
Volatility
LBSAX vs. RDVY - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.24%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 7.13%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than RDVY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.