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:
0.96
ACWX:
0.95
DODFX:
1.36
ACWX:
1.38
DODFX:
1.17
ACWX:
1.17
DODFX:
1.04
ACWX:
1.23
DODFX:
2.68
ACWX:
3.17
DODFX:
4.35%
ACWX:
3.82%
DODFX:
12.13%
ACWX:
12.72%
DODFX:
-66.85%
ACWX:
-60.39%
DODFX:
-6.04%
ACWX:
-5.04%
Returns By Period
In the year-to-date period, DODFX achieves a 4.41% return, which is significantly higher than ACWX's 3.76% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 4.96% annualized return and ACWX not far ahead at 5.06%.
DODFX
4.41%
3.91%
2.14%
10.63%
7.34%
4.96%
ACWX
3.76%
2.68%
2.38%
10.60%
5.21%
5.06%
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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 2.16%, less than ACWX's 2.87% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.16% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 4.68% |
ACWX iShares MSCI ACWI ex U.S. ETF | 2.87% | 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
Dodge & Cox International Stock Fund (DODFX) and iShares MSCI ACWI ex U.S. ETF (ACWX) have volatilities of 3.22% and 3.22%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.