SLMCX vs. VGT
Compare and contrast key facts about Columbia Seligman Technology and Information Fund (SLMCX) and Vanguard Information Technology ETF (VGT).
SLMCX is managed by Columbia Threadneedle. It was launched on Jun 22, 1983. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLMCX or VGT.
Correlation
The correlation between SLMCX and VGT is 0.85, 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
SLMCX vs. VGT - Performance Comparison
Key characteristics
SLMCX:
0.17
VGT:
0.39
SLMCX:
0.42
VGT:
0.71
SLMCX:
1.06
VGT:
1.10
SLMCX:
0.16
VGT:
0.41
SLMCX:
0.51
VGT:
1.34
SLMCX:
9.19%
VGT:
8.30%
SLMCX:
28.59%
VGT:
29.76%
SLMCX:
-86.89%
VGT:
-54.63%
SLMCX:
-16.48%
VGT:
-11.63%
Returns By Period
In the year-to-date period, SLMCX achieves a -11.05% return, which is significantly lower than VGT's -8.02% return. Over the past 10 years, SLMCX has underperformed VGT with an annualized return of 17.51%, while VGT has yielded a comparatively higher 19.31% annualized return.
SLMCX
-11.05%
17.85%
-9.17%
4.78%
18.75%
17.51%
VGT
-8.02%
21.43%
-8.47%
11.41%
18.79%
19.31%
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SLMCX vs. VGT - Expense Ratio Comparison
SLMCX has a 1.17% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
SLMCX vs. VGT — Risk-Adjusted Performance Rank
SLMCX
VGT
SLMCX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund (SLMCX) and Vanguard Information Technology ETF (VGT). 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
SLMCX vs. VGT - Dividend Comparison
SLMCX's dividend yield for the trailing twelve months is around 16.05%, more than VGT's 0.56% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLMCX Columbia Seligman Technology and Information Fund | 16.05% | 14.27% | 5.16% | 9.42% | 11.75% | 10.40% | 11.44% | 12.33% | 11.15% | 8.19% | 10.79% | 12.70% |
VGT Vanguard Information Technology ETF | 0.56% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
SLMCX vs. VGT - Drawdown Comparison
The maximum SLMCX drawdown since its inception was -86.89%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SLMCX and VGT. For additional features, visit the drawdowns tool.
Volatility
SLMCX vs. VGT - Volatility Comparison
Columbia Seligman Technology and Information Fund (SLMCX) and Vanguard Information Technology ETF (VGT) have volatilities of 14.94% and 15.45%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.