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.
Correlation
The correlation between SLVAX and VOOV is 0.92, 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
SLVAX vs. VOOV - Performance Comparison
Key characteristics
SLVAX:
1.31
VOOV:
1.41
SLVAX:
1.84
VOOV:
2.03
SLVAX:
1.23
VOOV:
1.25
SLVAX:
1.76
VOOV:
1.75
SLVAX:
5.34
VOOV:
5.06
SLVAX:
2.87%
VOOV:
2.86%
SLVAX:
11.70%
VOOV:
10.25%
SLVAX:
-60.10%
VOOV:
-37.31%
SLVAX:
-3.22%
VOOV:
-3.19%
Returns By Period
In the year-to-date period, SLVAX achieves a 4.58% return, which is significantly higher than VOOV's 3.98% return. Over the past 10 years, SLVAX has underperformed VOOV with an annualized return of 5.66%, while VOOV has yielded a comparatively higher 10.27% annualized return.
SLVAX
4.58%
-0.49%
3.85%
14.83%
7.95%
5.66%
VOOV
3.98%
1.43%
4.82%
13.95%
11.22%
10.27%
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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.
Dividends
SLVAX vs. VOOV - Dividend Comparison
SLVAX's dividend yield for the trailing twelve months is around 1.68%, less than VOOV's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVAX Columbia Select Large Cap Value Fund | 1.68% | 1.75% | 2.00% | 1.27% | 1.83% | 2.33% | 1.77% | 1.67% | 0.90% | 1.14% | 1.49% | 0.82% |
VOOV Vanguard S&P 500 Value ETF | 2.02% | 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 -60.10%, 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. For additional features, visit the drawdowns tool.
Volatility
SLVAX vs. VOOV - Volatility Comparison
Columbia Select Large Cap Value Fund (SLVAX) has a higher volatility of 2.51% compared to Vanguard S&P 500 Value ETF (VOOV) at 2.26%. This indicates that SLVAX's price experiences larger fluctuations and is considered to be riskier than VOOV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.