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.
Key characteristics
| DODBX | VOO | |
|---|---|---|
| YTD Return | 11.49% | 21.47% |
| 1Y Return | 19.77% | 35.35% |
| 3Y Return (Ann) | 6.47% | 11.35% |
| 5Y Return (Ann) | 10.18% | 15.99% |
| 10Y Return (Ann) | 8.45% | 13.33% |
| Sharpe Ratio | 2.68 | 2.90 |
| Daily Std Dev | 7.56% | 12.48% |
| Max Drawdown | -50.21% | -33.99% |
| Current Drawdown | 0.00% | -0.13% |
Correlation
The correlation between DODBX and VOO is 0.89, 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
In the year-to-date period, DODBX achieves a 11.49% return, which is significantly lower than VOO's 21.47% return. Over the past 10 years, DODBX has underperformed VOO with an annualized return of 8.45%, while VOO has yielded a comparatively higher 13.33% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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 5.14%, more than VOO's 1.29% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODBX Dodge & Cox Balanced Fund | 5.14% | 4.64% | 8.67% | 10.62% | 6.92% | 9.35% | 9.57% | 8.49% | 6.09% | 5.44% | 4.73% | 1.74% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DODBX vs. VOO - Drawdown Comparison
The maximum DODBX drawdown since its inception was -50.21%, 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
The current volatility for Dodge & Cox Balanced Fund (DODBX) is 1.84%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.92%. This indicates that DODBX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.