Correlation
The correlation between UMEMX and VIGI is 0.68, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
UMEMX vs. VIGI
Compare and contrast key facts about Columbia Emerging Markets Fund (UMEMX) and Vanguard International Dividend Appreciation ETF (VIGI).
UMEMX is managed by Columbia Threadneedle. It was launched on Jan 1, 1998. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UMEMX or VIGI.
Performance
UMEMX vs. VIGI - Performance Comparison
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Key characteristics
UMEMX:
0.53
VIGI:
0.93
UMEMX:
0.71
VIGI:
1.30
UMEMX:
1.09
VIGI:
1.18
UMEMX:
0.19
VIGI:
0.92
UMEMX:
1.68
VIGI:
2.63
UMEMX:
4.88%
VIGI:
5.04%
UMEMX:
19.37%
VIGI:
15.33%
UMEMX:
-69.51%
VIGI:
-31.01%
UMEMX:
-32.40%
VIGI:
-0.48%
Returns By Period
In the year-to-date period, UMEMX achieves a 6.76% return, which is significantly lower than VIGI's 12.78% return.
UMEMX
6.76%
4.38%
7.28%
11.40%
3.26%
3.37%
3.42%
VIGI
12.78%
4.71%
7.76%
12.74%
8.86%
9.91%
N/A
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UMEMX vs. VIGI - Expense Ratio Comparison
UMEMX has a 1.20% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
UMEMX vs. VIGI — Risk-Adjusted Performance Rank
UMEMX
VIGI
UMEMX vs. VIGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Emerging Markets Fund (UMEMX) and Vanguard International Dividend Appreciation ETF (VIGI). 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
UMEMX vs. VIGI - Dividend Comparison
UMEMX's dividend yield for the trailing twelve months is around 1.21%, less than VIGI's 1.82% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UMEMX Columbia Emerging Markets Fund | 1.21% | 1.29% | 0.00% | 0.00% | 1.55% | 1.15% | 0.34% | 0.12% | 0.33% | 0.00% | 0.00% | 0.27% |
VIGI Vanguard International Dividend Appreciation ETF | 1.82% | 1.93% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% | 0.00% | 0.00% |
Drawdowns
UMEMX vs. VIGI - Drawdown Comparison
The maximum UMEMX drawdown since its inception was -69.51%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for UMEMX and VIGI.
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Volatility
UMEMX vs. VIGI - Volatility Comparison
Columbia Emerging Markets Fund (UMEMX) has a higher volatility of 4.08% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.56%. This indicates that UMEMX's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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