Correlation
The correlation between SLVRX and NOBL is 0.83, 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.
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.
Performance
SLVRX vs. NOBL - Performance Comparison
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Key characteristics
SLVRX:
0.41
NOBL:
0.29
SLVRX:
0.86
NOBL:
0.75
SLVRX:
1.13
NOBL:
1.10
SLVRX:
0.65
NOBL:
0.45
SLVRX:
2.45
NOBL:
1.38
SLVRX:
3.95%
NOBL:
4.99%
SLVRX:
17.47%
NOBL:
15.22%
SLVRX:
-60.21%
NOBL:
-35.44%
SLVRX:
-1.26%
NOBL:
-6.63%
Returns By Period
In the year-to-date period, SLVRX achieves a 5.02% return, which is significantly higher than NOBL's 1.14% return. Both investments have delivered pretty close results over the past 10 years, with SLVRX having a 9.21% annualized return and NOBL not far ahead at 9.50%.
SLVRX
5.02%
3.51%
-0.84%
7.11%
7.33%
13.72%
9.21%
NOBL
1.14%
1.33%
-6.29%
4.39%
5.29%
9.82%
9.50%
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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.
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Dividends
SLVRX vs. NOBL - Dividend Comparison
SLVRX's dividend yield for the trailing twelve months is around 3.11%, more than NOBL's 2.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLVRX Columbia Select Large Cap Value Fund Class R | 3.11% | 3.27% | 3.42% | 1.15% | 5.83% | 7.46% | 6.83% | 4.60% | 4.60% | 8.23% | 4.26% | 2.23% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.12% | 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 -60.21%, which is greater than NOBL's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for SLVRX and NOBL.
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Volatility
SLVRX vs. NOBL - Volatility Comparison
The current volatility for Columbia Select Large Cap Value Fund Class R (SLVRX) is 4.16%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 4.90%. 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.
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