Correlation
The correlation between DODEX and SCHD is 0.61, 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.
DODEX vs. SCHD
Compare and contrast key facts about Dodge & Cox Emerging Markets Stock Fund (DODEX) and Schwab US Dividend Equity ETF (SCHD).
DODEX is managed by Dodge & Cox. It was launched on May 10, 2021. SCHD is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Dividend 100 Index. It was launched on Oct 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODEX or SCHD.
Performance
DODEX vs. SCHD - Performance Comparison
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Key characteristics
DODEX:
0.70
SCHD:
0.35
DODEX:
0.88
SCHD:
0.56
DODEX:
1.12
SCHD:
1.07
DODEX:
0.57
SCHD:
0.33
DODEX:
1.48
SCHD:
0.99
DODEX:
6.19%
SCHD:
5.36%
DODEX:
15.93%
SCHD:
16.40%
DODEX:
-37.03%
SCHD:
-33.37%
DODEX:
-1.03%
SCHD:
-9.75%
Returns By Period
In the year-to-date period, DODEX achieves a 10.92% return, which is significantly higher than SCHD's -3.35% return.
DODEX
10.92%
4.32%
9.27%
11.00%
9.19%
N/A
N/A
SCHD
-3.35%
1.36%
-9.75%
5.67%
3.71%
12.22%
10.58%
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DODEX vs. SCHD - Expense Ratio Comparison
DODEX has a 0.70% expense ratio, which is higher than SCHD's 0.06% expense ratio.
Risk-Adjusted Performance
DODEX vs. SCHD — Risk-Adjusted Performance Rank
DODEX
SCHD
DODEX vs. SCHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Emerging Markets Stock Fund (DODEX) and Schwab US Dividend Equity ETF (SCHD). 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
DODEX vs. SCHD - Dividend Comparison
DODEX's dividend yield for the trailing twelve months is around 1.75%, less than SCHD's 3.97% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODEX Dodge & Cox Emerging Markets Stock Fund | 1.75% | 1.94% | 1.92% | 1.89% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SCHD Schwab US Dividend Equity ETF | 3.97% | 3.64% | 3.49% | 3.39% | 2.78% | 3.16% | 2.98% | 3.06% | 2.63% | 2.89% | 2.97% | 2.63% |
Drawdowns
DODEX vs. SCHD - Drawdown Comparison
The maximum DODEX drawdown since its inception was -37.03%, which is greater than SCHD's maximum drawdown of -33.37%. Use the drawdown chart below to compare losses from any high point for DODEX and SCHD.
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Volatility
DODEX vs. SCHD - Volatility Comparison
The current volatility for Dodge & Cox Emerging Markets Stock Fund (DODEX) is 2.97%, while Schwab US Dividend Equity ETF (SCHD) has a volatility of 4.90%. This indicates that DODEX experiences smaller price fluctuations and is considered to be less risky than SCHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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