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. 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.
Performance
LBSAX vs. RDVY - Performance Comparison
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LBSAX vs. RDVY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 3.18% | 15.58% | 14.73% | 10.26% | -5.19% | 25.97% | 7.48% | 27.84% | -4.62% | 19.96% |
RDVY First Trust Rising Dividend Achievers ETF | -0.63% | 18.90% | 16.41% | 20.38% | -13.27% | 31.14% | 13.47% | 37.71% | -9.92% | 22.75% |
Returns By Period
In the year-to-date period, LBSAX achieves a 3.18% return, which is significantly higher than RDVY's -0.63% return. Over the past 10 years, LBSAX has underperformed RDVY with an annualized return of 11.87%, while RDVY has yielded a comparatively higher 14.60% annualized return.
LBSAX
- 1D
- 1.61%
- 1M
- -3.90%
- YTD
- 3.18%
- 6M
- 5.80%
- 1Y
- 16.55%
- 3Y*
- 14.78%
- 5Y*
- 10.40%
- 10Y*
- 11.87%
RDVY
- 1D
- 0.83%
- 1M
- -4.42%
- YTD
- -0.63%
- 6M
- 3.03%
- 1Y
- 18.34%
- 3Y*
- 17.27%
- 5Y*
- 10.18%
- 10Y*
- 14.60%
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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.
Return for Risk
LBSAX vs. RDVY — Risk / Return Rank
LBSAX
RDVY
LBSAX vs. RDVY - Risk-Adjusted Trends 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.
| LBSAX | RDVY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.20 | 0.97 | +0.24 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.46 | +0.25 |
Omega ratioGain probability vs. loss probability | 1.26 | 1.21 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.74 | 1.46 | +0.27 |
Martin ratioReturn relative to average drawdown | 8.03 | 6.42 | +1.61 |
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 | RDVY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.20 | 0.97 | +0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.54 | +0.25 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.76 | 0.69 | +0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.62 | 0.62 | 0.00 |
Correlation
The correlation between LBSAX and RDVY is 0.86, 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. RDVY - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 4.99%, more than RDVY's 1.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 4.99% | 5.11% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 3.83% | 3.60% | 8.01% |
RDVY First Trust Rising Dividend Achievers ETF | 1.02% | 1.11% | 1.64% | 2.09% | 2.21% | 1.04% | 1.53% | 1.55% | 1.68% | 1.25% | 2.07% | 2.14% |
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.
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Drawdown Indicators
| LBSAX | RDVY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.89% | -40.60% | -7.29% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -12.87% | +2.68% |
Max Drawdown (5Y)Largest decline over 5 years | -17.16% | -25.32% | +8.16% |
Max Drawdown (10Y)Largest decline over 10 years | -32.82% | -40.60% | +7.78% |
Current DrawdownCurrent decline from peak | -3.98% | -5.71% | +1.73% |
Average DrawdownAverage peak-to-trough decline | -5.29% | -5.06% | -0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.20% | 2.93% | -0.73% |
Volatility
LBSAX vs. RDVY - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.47%, while First Trust Rising Dividend Achievers ETF (RDVY) has a volatility of 5.59%. 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.
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Volatility by Period
| LBSAX | RDVY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.47% | 5.59% | -2.12% |
Volatility (6M)Calculated over the trailing 6-month period | 7.01% | 10.92% | -3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.68% | 19.08% | -5.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.30% | 18.92% | -5.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 21.10% | -5.41% |