DODBX vs. VOO
Compare and contrast key facts about Dodge & Cox Balanced Fund (DODBX) and Vanguard S&P 500 ETF (VOO).
DODBX is managed by Dodge & Cox. It was launched on Jun 25, 1931. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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: DODBX or VOO.
Correlation
The correlation between DODBX and VOO is 0.88, 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
DODBX vs. VOO - Performance Comparison
Key characteristics
DODBX:
0.61
VOO:
2.06
DODBX:
0.78
VOO:
2.74
DODBX:
1.13
VOO:
1.38
DODBX:
0.47
VOO:
3.12
DODBX:
2.30
VOO:
13.13
DODBX:
2.39%
VOO:
2.01%
DODBX:
8.99%
VOO:
12.79%
DODBX:
-53.83%
VOO:
-33.99%
DODBX:
-6.49%
VOO:
-2.30%
Returns By Period
In the year-to-date period, DODBX achieves a 1.66% return, which is significantly higher than VOO's 1.01% return. Over the past 10 years, DODBX has underperformed VOO with an annualized return of 2.52%, while VOO has yielded a comparatively higher 13.44% annualized return.
DODBX
1.66%
-3.69%
-0.70%
6.11%
2.28%
2.52%
VOO
1.01%
-1.70%
7.82%
27.03%
14.08%
13.44%
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DODBX vs. VOO - Expense Ratio Comparison
DODBX has a 0.52% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DODBX vs. VOO — Risk-Adjusted Performance Rank
DODBX
VOO
DODBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Balanced Fund (DODBX) and Vanguard S&P 500 ETF (VOO). 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
DODBX vs. VOO - Dividend Comparison
DODBX's dividend yield for the trailing twelve months is around 2.69%, more than VOO's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 2.69% | 2.73% | 2.63% | 2.04% | 1.60% | 2.18% | 2.42% | 2.16% | 2.14% | 2.26% | 2.18% | 4.23% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DODBX vs. VOO - Drawdown Comparison
The maximum DODBX drawdown since its inception was -53.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DODBX and VOO. For additional features, visit the drawdowns tool.
Volatility
DODBX vs. VOO - Volatility Comparison
Dodge & Cox Balanced Fund (DODBX) has a higher volatility of 6.38% compared to Vanguard S&P 500 ETF (VOO) at 4.96%. This indicates that DODBX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.