Correlation
The correlation between SLVAX and VOOV 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.
SLVAX vs. VOOV
Compare and contrast key facts about Columbia Select Large Cap Value Fund (SLVAX) and Vanguard S&P 500 Value ETF (VOOV).
SLVAX is managed by Columbia Threadneedle. It was launched on Apr 25, 1997. VOOV is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Value 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: SLVAX or VOOV.
Performance
SLVAX vs. VOOV - Performance Comparison
Loading data...
Key characteristics
SLVAX:
0.51
VOOV:
0.41
SLVAX:
0.77
VOOV:
0.64
SLVAX:
1.12
VOOV:
1.09
SLVAX:
0.57
VOOV:
0.34
SLVAX:
2.16
VOOV:
1.11
SLVAX:
3.92%
VOOV:
5.37%
SLVAX:
17.51%
VOOV:
16.24%
SLVAX:
-60.01%
VOOV:
-37.31%
SLVAX:
-1.41%
VOOV:
-7.43%
Returns By Period
In the year-to-date period, SLVAX achieves a 4.82% return, which is significantly higher than VOOV's -0.57% return. Both investments have delivered pretty close results over the past 10 years, with SLVAX having a 9.39% annualized return and VOOV not far ahead at 9.65%.
SLVAX
4.82%
5.17%
-1.41%
7.07%
7.29%
14.79%
9.39%
VOOV
-0.57%
2.71%
-7.43%
4.58%
10.16%
13.84%
9.65%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SLVAX vs. VOOV - Expense Ratio Comparison
SLVAX has a 0.80% expense ratio, which is higher than VOOV's 0.10% expense ratio.
Risk-Adjusted Performance
SLVAX vs. VOOV — Risk-Adjusted Performance Rank
SLVAX
VOOV
SLVAX vs. VOOV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund (SLVAX) and Vanguard S&P 500 Value ETF (VOOV). 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.
Loading data...
Dividends
SLVAX vs. VOOV - Dividend Comparison
SLVAX's dividend yield for the trailing twelve months is around 3.30%, more than VOOV's 2.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 3.30% | 3.46% | 3.60% | 1.38% | 5.91% | 7.52% | 6.96% | 4.83% | 4.76% | 8.34% | 4.49% | 2.44% |
VOOV Vanguard S&P 500 Value ETF | 2.16% | 2.10% | 1.69% | 2.19% | 1.87% | 2.45% | 2.10% | 2.65% | 2.13% | 2.24% | 2.36% | 1.98% |
Drawdowns
SLVAX vs. VOOV - Drawdown Comparison
The maximum SLVAX drawdown since its inception was -60.01%, which is greater than VOOV's maximum drawdown of -37.31%. Use the drawdown chart below to compare losses from any high point for SLVAX and VOOV.
Loading data...
Volatility
SLVAX vs. VOOV - Volatility Comparison
Columbia Select Large Cap Value Fund (SLVAX) and Vanguard S&P 500 Value ETF (VOOV) have volatilities of 4.13% and 4.34%, 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.
Loading data...