DODFX vs. ACWX
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and iShares MSCI ACWI ex U.S. ETF (ACWX).
DODFX is managed by Dodge & Cox. ACWX is a passively managed fund by iShares that tracks the performance of the MSCI All Country World ex-U.S. Index. It was launched on Mar 26, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODFX or ACWX.
Correlation
The correlation between DODFX and ACWX is 0.93, 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
DODFX vs. ACWX - Performance Comparison
Key characteristics
DODFX:
0.19
ACWX:
0.54
DODFX:
0.33
ACWX:
0.82
DODFX:
1.04
ACWX:
1.10
DODFX:
0.19
ACWX:
0.67
DODFX:
0.65
ACWX:
2.16
DODFX:
3.73%
ACWX:
3.19%
DODFX:
12.65%
ACWX:
12.73%
DODFX:
-63.23%
ACWX:
-60.39%
DODFX:
-11.75%
ACWX:
-8.04%
Returns By Period
In the year-to-date period, DODFX achieves a 1.73% return, which is significantly lower than ACWX's 5.68% return. Over the past 10 years, DODFX has underperformed ACWX with an annualized return of 4.33%, while ACWX has yielded a comparatively higher 4.58% annualized return.
DODFX
1.73%
-4.72%
-2.84%
2.75%
5.31%
4.33%
ACWX
5.68%
-1.21%
-0.15%
6.91%
4.12%
4.58%
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DODFX vs. ACWX - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than ACWX's 0.32% expense ratio.
Risk-Adjusted Performance
DODFX vs. ACWX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and iShares MSCI ACWI ex U.S. ETF (ACWX). 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
DODFX vs. ACWX - Dividend Comparison
DODFX has not paid dividends to shareholders, while ACWX's dividend yield for the trailing twelve months is around 2.96%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 0.00% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% | 1.61% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.96% | 2.96% | 2.68% | 2.73% | 1.88% | 3.22% | 2.65% | 2.40% | 2.77% | 2.51% | 3.18% | 2.69% |
Drawdowns
DODFX vs. ACWX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, roughly equal to the maximum ACWX drawdown of -60.39%. Use the drawdown chart below to compare losses from any high point for DODFX and ACWX. For additional features, visit the drawdowns tool.
Volatility
DODFX vs. ACWX - Volatility Comparison
Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 5.15% compared to iShares MSCI ACWI ex U.S. ETF (ACWX) at 3.40%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.