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 0.78, 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:
0.82
ACWX:
0.67
DODFX:
1.18
ACWX:
1.04
DODFX:
1.16
ACWX:
1.14
DODFX:
0.90
ACWX:
0.82
DODFX:
2.61
ACWX:
2.60
DODFX:
4.98%
ACWX:
4.37%
DODFX:
15.84%
ACWX:
16.99%
DODFX:
-66.85%
ACWX:
-60.39%
DODFX:
-2.76%
ACWX:
-1.55%
Returns By Period
In the year-to-date period, DODFX achieves a 10.90% return, which is significantly higher than ACWX's 8.40% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 4.69% annualized return and ACWX not far behind at 4.46%.
DODFX
10.90%
-0.88%
4.26%
12.49%
15.71%
4.69%
ACWX
8.40%
0.30%
3.93%
11.64%
10.62%
4.46%
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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 Rank
DODFX
ACWX
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's dividend yield for the trailing twelve months is around 2.03%, less than ACWX's 2.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.03% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.74% | 2.97% | 2.96% | 2.68% | 2.73% | 1.88% | 3.22% | 2.65% | 2.40% | 2.77% | 2.51% | 3.18% |
Drawdowns
DODFX vs. ACWX - Drawdown Comparison
The maximum DODFX drawdown since its inception was -66.85%, which is greater than ACWX's maximum 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
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 9.85%, while iShares MSCI ACWI ex U.S. ETF (ACWX) has a volatility of 11.23%. This indicates that DODFX experiences smaller price fluctuations and is considered to be less risky than ACWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.