Correlation
The correlation between NFEPX and VOO is 0.91, 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.
NFEPX vs. VOO
Compare and contrast key facts about Columbia Large Cap Growth Opportunity Fund (NFEPX) and Vanguard S&P 500 ETF (VOO).
NFEPX is managed by Columbia Threadneedle. It was launched on Dec 31, 1997. 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: NFEPX or VOO.
Performance
NFEPX vs. VOO - Performance Comparison
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Key characteristics
NFEPX:
0.45
VOO:
0.74
NFEPX:
0.67
VOO:
1.04
NFEPX:
1.09
VOO:
1.15
NFEPX:
0.37
VOO:
0.68
NFEPX:
1.15
VOO:
2.58
NFEPX:
7.89%
VOO:
4.93%
NFEPX:
25.85%
VOO:
19.54%
NFEPX:
-54.21%
VOO:
-33.99%
NFEPX:
-6.58%
VOO:
-3.55%
Returns By Period
In the year-to-date period, NFEPX achieves a -1.84% return, which is significantly lower than VOO's 0.90% return. Both investments have delivered pretty close results over the past 10 years, with NFEPX having a 12.60% annualized return and VOO not far ahead at 12.81%.
NFEPX
-1.84%
7.13%
-1.91%
12.01%
13.64%
12.70%
12.60%
VOO
0.90%
5.53%
-1.46%
13.29%
14.31%
15.89%
12.81%
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NFEPX vs. VOO - Expense Ratio Comparison
NFEPX has a 0.80% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
NFEPX vs. VOO — Risk-Adjusted Performance Rank
NFEPX
VOO
NFEPX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Large Cap Growth Opportunity Fund (NFEPX) 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
NFEPX vs. VOO - Dividend Comparison
NFEPX's dividend yield for the trailing twelve months is around 3.00%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NFEPX Columbia Large Cap Growth Opportunity Fund | 3.00% | 2.95% | 0.00% | 19.88% | 37.27% | 11.00% | 8.94% | 11.47% | 5.79% | 12.73% | 21.91% | 15.20% |
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
NFEPX vs. VOO - Drawdown Comparison
The maximum NFEPX drawdown since its inception was -54.21%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NFEPX and VOO.
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Volatility
NFEPX vs. VOO - Volatility Comparison
Columbia Large Cap Growth Opportunity Fund (NFEPX) has a higher volatility of 5.93% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that NFEPX'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.
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