NMPAX vs. VOO
Compare and contrast key facts about Columbia Mid Cap Index Fund (NMPAX) and Vanguard S&P 500 ETF (VOO).
NMPAX is managed by Columbia Threadneedle. It was launched on Mar 31, 2000. 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: NMPAX or VOO.
Correlation
The correlation between NMPAX and VOO is 0.87, 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
NMPAX vs. VOO - Performance Comparison
Key characteristics
NMPAX:
0.37
VOO:
1.92
NMPAX:
0.60
VOO:
2.58
NMPAX:
1.08
VOO:
1.35
NMPAX:
0.25
VOO:
2.88
NMPAX:
1.10
VOO:
12.03
NMPAX:
5.76%
VOO:
2.02%
NMPAX:
17.13%
VOO:
12.69%
NMPAX:
-61.76%
VOO:
-33.99%
NMPAX:
-20.01%
VOO:
0.00%
Returns By Period
In the year-to-date period, NMPAX achieves a 3.45% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, NMPAX has underperformed VOO with an annualized return of 0.52%, while VOO has yielded a comparatively higher 13.28% annualized return.
NMPAX
3.45%
-0.33%
1.25%
5.43%
-0.33%
0.52%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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NMPAX vs. VOO - Expense Ratio Comparison
NMPAX has a 0.20% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
NMPAX vs. VOO — Risk-Adjusted Performance Rank
NMPAX
VOO
NMPAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Mid Cap Index Fund (NMPAX) 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
NMPAX vs. VOO - Dividend Comparison
NMPAX's dividend yield for the trailing twelve months is around 1.45%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NMPAX Columbia Mid Cap Index Fund | 1.45% | 1.50% | 1.38% | 1.51% | 1.07% | 1.19% | 1.44% | 1.53% | 1.15% | 1.32% | 1.42% | 1.18% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
NMPAX vs. VOO - Drawdown Comparison
The maximum NMPAX drawdown since its inception was -61.76%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for NMPAX and VOO. For additional features, visit the drawdowns tool.
Volatility
NMPAX vs. VOO - Volatility Comparison
Columbia Mid Cap Index Fund (NMPAX) has a higher volatility of 3.75% compared to Vanguard S&P 500 ETF (VOO) at 3.12%. This indicates that NMPAX'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.