SLVRX vs. NOBL
Compare and contrast key facts about Columbia Select Large Cap Value Fund Class R (SLVRX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL).
SLVRX is managed by Columbia Threadneedle. It was launched on Apr 30, 2003. NOBL is a passively managed fund by ProShares that tracks the performance of the S&P 500 Dividend Aristocrats Index. It was launched on Oct 9, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLVRX or NOBL.
Correlation
The correlation between SLVRX and NOBL is 0.86, 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
SLVRX vs. NOBL - Performance Comparison
Key characteristics
SLVRX:
1.26
NOBL:
0.92
SLVRX:
1.75
NOBL:
1.33
SLVRX:
1.23
NOBL:
1.16
SLVRX:
1.73
NOBL:
1.00
SLVRX:
5.43
NOBL:
2.93
SLVRX:
2.79%
NOBL:
3.32%
SLVRX:
12.03%
NOBL:
10.63%
SLVRX:
-60.30%
NOBL:
-35.43%
SLVRX:
-3.77%
NOBL:
-5.39%
Returns By Period
In the year-to-date period, SLVRX achieves a 4.06% return, which is significantly higher than NOBL's 2.49% return. Over the past 10 years, SLVRX has underperformed NOBL with an annualized return of 6.01%, while NOBL has yielded a comparatively higher 9.98% annualized return.
SLVRX
4.06%
4.38%
1.80%
14.06%
8.47%
6.01%
NOBL
2.49%
2.85%
2.03%
8.75%
9.09%
9.98%
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SLVRX vs. NOBL - Expense Ratio Comparison
SLVRX has a 1.05% expense ratio, which is higher than NOBL's 0.35% expense ratio.
Risk-Adjusted Performance
SLVRX vs. NOBL — Risk-Adjusted Performance Rank
SLVRX
NOBL
SLVRX vs. NOBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Large Cap Value Fund Class R (SLVRX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL). 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
SLVRX vs. NOBL - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 1.46%, less than NOBL's 2.00% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 1.46% | 1.52% | 1.79% | 1.03% | 1.67% | 2.19% | 1.55% | 1.39% | 0.67% | 0.93% | 1.23% | 0.58% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.00% | 2.05% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% | 1.59% |
Drawdowns
SLVRX vs. NOBL - Drawdown Comparison
The maximum SLVRX drawdown since its inception was -60.30%, which is greater than NOBL's maximum drawdown of -35.43%. Use the drawdown chart below to compare losses from any high point for SLVRX and NOBL. For additional features, visit the drawdowns tool.
Volatility
SLVRX vs. NOBL - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 3.71%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 4.01%. This indicates that SLVRX experiences smaller price fluctuations and is considered to be less risky than NOBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.