BSPGX vs. DODFX
Compare and contrast key facts about iShares S&P 500 Index Fund Class G (BSPGX) and Dodge & Cox International Stock Fund (DODFX).
BSPGX is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on Jul 1, 2019. DODFX is managed by Dodge & Cox.
Performance
BSPGX vs. DODFX - Performance Comparison
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BSPGX vs. DODFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | -7.06% | 17.85% | 24.96% | 26.27% | -18.12% | 28.66% | 19.16% | 11.06% |
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 7.99% |
Returns By Period
In the year-to-date period, BSPGX achieves a -7.06% return, which is significantly lower than DODFX's 0.73% return.
BSPGX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.62%
- 1Y
- 14.42%
- 3Y*
- 17.15%
- 5Y*
- 11.39%
- 10Y*
- —
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
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BSPGX vs. DODFX - Expense Ratio Comparison
BSPGX has a 0.01% expense ratio, which is lower than DODFX's 0.62% expense ratio.
Return for Risk
BSPGX vs. DODFX — Risk / Return Rank
BSPGX
DODFX
BSPGX vs. DODFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares S&P 500 Index Fund Class G (BSPGX) and Dodge & Cox International Stock Fund (DODFX). 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.
| BSPGX | DODFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.82 | -0.98 |
Sortino ratioReturn per unit of downside risk | 1.30 | 2.34 | -1.04 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.06 | 2.31 | -1.25 |
Martin ratioReturn relative to average drawdown | 5.14 | 8.74 | -3.60 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BSPGX | DODFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.82 | -0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.64 | +0.03 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.69 | 0.39 | +0.30 |
Correlation
The correlation between BSPGX and DODFX is 0.71, 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.
Dividends
BSPGX vs. DODFX - Dividend Comparison
BSPGX's dividend yield for the trailing twelve months is around 1.60%, less than DODFX's 5.02% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BSPGX iShares S&P 500 Index Fund Class G | 1.60% | 1.74% | 1.43% | 1.52% | 2.04% | 1.83% | 2.09% | 2.25% | 0.00% | 0.00% | 0.00% | 0.00% |
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
Drawdowns
BSPGX vs. DODFX - Drawdown Comparison
The maximum BSPGX drawdown since its inception was -33.74%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for BSPGX and DODFX.
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Drawdown Indicators
| BSPGX | DODFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.74% | -63.23% | +29.49% |
Max Drawdown (1Y)Largest decline over 1 year | -12.11% | -11.42% | -0.69% |
Max Drawdown (5Y)Largest decline over 5 years | -24.50% | -24.52% | +0.02% |
Max Drawdown (10Y)Largest decline over 10 years | — | -44.61% | — |
Current DrawdownCurrent decline from peak | -8.90% | -8.60% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -5.19% | -11.72% | +6.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.49% | 3.02% | -0.53% |
Volatility
BSPGX vs. DODFX - Volatility Comparison
The current volatility for iShares S&P 500 Index Fund Class G (BSPGX) is 4.24%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 7.14%. This indicates that BSPGX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BSPGX | DODFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.24% | 7.14% | -2.90% |
Volatility (6M)Calculated over the trailing 6-month period | 9.08% | 10.03% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.06% | 15.17% | +2.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.85% | 15.81% | +1.04% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.15% | 18.25% | +1.90% |