DODFX vs. SCHF
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and Schwab International Equity ETF (SCHF).
DODFX is managed by Dodge & Cox. SCHF is a passively managed fund by Charles Schwab that tracks the performance of the FTSE Developed ex U.S. Index. It was launched on Nov 3, 2009.
Performance
DODFX vs. SCHF - Performance Comparison
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DODFX vs. SCHF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 0.73% | 38.77% | 3.74% | 16.70% | -6.78% | 10.99% | 5.15% | 22.79% | -18.01% | 23.95% |
SCHF Schwab International Equity ETF | 4.58% | 34.55% | 3.28% | 18.35% | -14.80% | 11.40% | 9.48% | 22.26% | -14.29% | 26.03% |
Returns By Period
In the year-to-date period, DODFX achieves a 0.73% return, which is significantly lower than SCHF's 4.58% return. Both investments have delivered pretty close results over the past 10 years, with DODFX having a 10.09% annualized return and SCHF not far behind at 9.59%.
DODFX
- 1D
- 2.54%
- 1M
- -7.11%
- YTD
- 0.73%
- 6M
- 5.33%
- 1Y
- 27.03%
- 3Y*
- 16.82%
- 5Y*
- 10.14%
- 10Y*
- 10.09%
SCHF
- 1D
- 1.58%
- 1M
- -5.42%
- YTD
- 4.58%
- 6M
- 10.18%
- 1Y
- 31.07%
- 3Y*
- 16.76%
- 5Y*
- 9.03%
- 10Y*
- 9.59%
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DODFX vs. SCHF - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than SCHF's 0.06% expense ratio.
Return for Risk
DODFX vs. SCHF — Risk / Return Rank
DODFX
SCHF
DODFX vs. SCHF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Schwab International Equity ETF (SCHF). 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.
| DODFX | SCHF | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.82 | 1.76 | +0.06 |
Sortino ratioReturn per unit of downside risk | 2.34 | 2.40 | -0.06 |
Omega ratioGain probability vs. loss probability | 1.36 | 1.35 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 2.31 | 2.75 | -0.44 |
Martin ratioReturn relative to average drawdown | 8.74 | 10.59 | -1.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DODFX | SCHF | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.82 | 1.76 | +0.06 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.56 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.55 | 0.56 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.40 | -0.01 |
Correlation
The correlation between DODFX and SCHF is 0.92, 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.
Dividends
DODFX vs. SCHF - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 5.02%, more than SCHF's 3.27% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 5.02% | 5.05% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% |
SCHF Schwab International Equity ETF | 3.27% | 3.42% | 3.26% | 2.97% | 2.80% | 3.19% | 2.08% | 2.95% | 3.06% | 2.35% | 2.58% | 2.26% |
Drawdowns
DODFX vs. SCHF - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than SCHF's maximum drawdown of -34.87%. Use the drawdown chart below to compare losses from any high point for DODFX and SCHF.
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Drawdown Indicators
| DODFX | SCHF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -63.23% | -34.87% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -11.42% | -11.48% | +0.06% |
Max Drawdown (5Y)Largest decline over 5 years | -24.52% | -29.14% | +4.62% |
Max Drawdown (10Y)Largest decline over 10 years | -44.61% | -34.87% | -9.74% |
Current DrawdownCurrent decline from peak | -8.60% | -7.16% | -1.44% |
Average DrawdownAverage peak-to-trough decline | -11.72% | -7.44% | -4.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.02% | 2.98% | +0.04% |
Volatility
DODFX vs. SCHF - Volatility Comparison
The current volatility for Dodge & Cox International Stock Fund (DODFX) is 7.14%, while Schwab International Equity ETF (SCHF) has a volatility of 7.94%. This indicates that DODFX experiences smaller price fluctuations and is considered to be less risky than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODFX | SCHF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 7.94% | -0.80% |
Volatility (6M)Calculated over the trailing 6-month period | 10.03% | 11.79% | -1.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.17% | 17.75% | -2.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.81% | 16.14% | -0.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.25% | 17.09% | +1.16% |