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 0.93, 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
Key characteristics
LBSAX:
0.86
VOO:
2.21
LBSAX:
1.16
VOO:
2.93
LBSAX:
1.17
VOO:
1.41
LBSAX:
0.95
VOO:
3.25
LBSAX:
4.80
VOO:
14.47
LBSAX:
1.90%
VOO:
1.90%
LBSAX:
10.65%
VOO:
12.43%
LBSAX:
-47.89%
VOO:
-33.99%
LBSAX:
-9.59%
VOO:
-2.87%
Returns By Period
In the year-to-date period, LBSAX achieves a 8.96% return, which is significantly lower than VOO's 25.49% return. Over the past 10 years, LBSAX has underperformed VOO with an annualized return of 9.80%, while VOO has yielded a comparatively higher 13.04% annualized return.
LBSAX
8.96%
-6.99%
0.67%
10.78%
9.11%
9.80%
VOO
25.49%
0.01%
8.65%
27.45%
14.70%
13.04%
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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 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.
Dividends
LBSAX vs. VOO - Dividend Comparison
LBSAX's dividend yield for the trailing twelve months is around 1.18%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LBSAX Columbia Dividend Income Fund Class A | 1.18% | 1.71% | 1.67% | 1.23% | 1.52% | 1.60% | 1.93% | 1.56% | 1.71% | 2.65% | 2.01% | 1.71% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
LBSAX vs. VOO - Drawdown Comparison
The maximum LBSAX drawdown since its inception was -47.89%, 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.
Volatility
LBSAX vs. VOO - Volatility Comparison
Columbia Dividend Income Fund Class A (LBSAX) has a higher volatility of 5.49% compared to Vanguard S&P 500 ETF (VOO) at 3.64%. This indicates that LBSAX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.