LBSAX vs. VOO
Compare and contrast key facts about Columbia Dividend Income Fund Class A (LBSAX) and Vanguard S&P 500 ETF (VOO).
LBSAX is managed by Columbia Threadneedle. It was launched on Nov 25, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: LBSAX or VOO.
Correlation
The correlation between LBSAX and VOO is 0.92, 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. VOO - Performance Comparison
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Key characteristics
LBSAX:
0.26
VOO:
0.52
LBSAX:
0.53
VOO:
0.89
LBSAX:
1.08
VOO:
1.13
LBSAX:
0.30
VOO:
0.57
LBSAX:
0.94
VOO:
2.18
LBSAX:
5.03%
VOO:
4.85%
LBSAX:
14.99%
VOO:
19.11%
LBSAX:
-48.43%
VOO:
-33.99%
LBSAX:
-7.88%
VOO:
-7.67%
Returns By Period
In the year-to-date period, LBSAX achieves a 0.73% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, LBSAX has underperformed VOO with an annualized return of 7.55%, while VOO has yielded a comparatively higher 12.42% annualized return.
LBSAX
0.73%
5.25%
-6.64%
3.49%
10.98%
7.55%
VOO
-3.41%
7.59%
-5.06%
9.79%
15.86%
12.42%
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LBSAX vs. VOO - Expense Ratio Comparison
LBSAX has a 0.90% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
LBSAX vs. VOO — Risk-Adjusted Performance Rank
LBSAX
VOO
LBSAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Dividend Income Fund Class A (LBSAX) and Vanguard S&P 500 ETF (VOO). 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.
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Dividends
LBSAX vs. VOO - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 5.74%, more than VOO's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 5.74% | 5.78% | 4.72% | 3.62% | 2.65% | 1.52% | 2.68% | 7.36% | 4.25% | 4.05% | 8.01% | 8.36% |
VOO Vanguard S&P 500 ETF | 1.34% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
LBSAX vs. VOO - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -48.43%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for LBSAX and VOO. For additional features, visit the drawdowns tool.
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Volatility
LBSAX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 4.87%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.83%. This indicates that LBSAX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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