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.
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.
Performance
LBSAX vs. VOO - Performance Comparison
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Key characteristics
LBSAX:
0.53
VOO:
0.70
LBSAX:
0.64
VOO:
1.05
LBSAX:
1.09
VOO:
1.15
LBSAX:
0.38
VOO:
0.69
LBSAX:
1.15
VOO:
2.62
LBSAX:
5.19%
VOO:
4.93%
LBSAX:
15.23%
VOO:
19.55%
LBSAX:
-48.43%
VOO:
-33.99%
LBSAX:
-5.85%
VOO:
-3.45%
Returns By Period
In the year-to-date period, LBSAX achieves a 2.96% return, which is significantly higher than VOO's 1.00% return. Over the past 10 years, LBSAX has underperformed VOO with an annualized return of 7.73%, while VOO has yielded a comparatively higher 12.81% annualized return.
LBSAX
2.96%
4.13%
-5.69%
8.04%
5.77%
10.59%
7.73%
VOO
1.00%
6.44%
-0.84%
13.62%
14.14%
15.91%
12.81%
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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 5.62%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 5.62% | 5.78% | 4.72% | 3.61% | 2.65% | 1.52% | 2.67% | 7.36% | 4.26% | 4.05% | 8.00% | 8.36% |
VOO Vanguard S&P 500 ETF | 1.29% | 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.
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Volatility
LBSAX vs. VOO - Volatility Comparison
The current volatility for Columbia Dividend Income Fund Class A (LBSAX) is 3.82%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. 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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