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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODFX or SCHF.
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.
Performance
DODFX vs. SCHF - Performance Comparison
Key characteristics
DODFX:
1.33
SCHF:
0.89
DODFX:
1.86
SCHF:
1.30
DODFX:
1.23
SCHF:
1.16
DODFX:
1.49
SCHF:
1.20
DODFX:
3.73
SCHF:
2.79
DODFX:
4.50%
SCHF:
4.15%
DODFX:
12.62%
SCHF:
13.01%
DODFX:
-66.85%
SCHF:
-34.64%
DODFX:
0.00%
SCHF:
0.00%
Returns By Period
In the year-to-date period, DODFX achieves a 11.88% return, which is significantly higher than SCHF's 10.22% return. Over the past 10 years, DODFX has underperformed SCHF with an annualized return of 5.37%, while SCHF has yielded a comparatively higher 7.13% annualized return.
DODFX
11.88%
8.26%
7.50%
17.53%
11.78%
5.37%
SCHF
10.22%
6.70%
4.36%
12.04%
11.08%
7.13%
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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.
Risk-Adjusted Performance
DODFX vs. SCHF — Risk-Adjusted Performance Rank
DODFX
SCHF
DODFX vs. SCHF - Risk-Adjusted Performance 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.
Dividends
DODFX vs. SCHF - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 2.01%, less than SCHF's 2.96% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.01% | 2.25% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 2.23% | 2.30% | 2.37% |
SCHF Schwab International Equity ETF | 2.96% | 3.26% | 4.87% | 4.75% | 3.31% | 2.74% | 2.95% | 6.12% | 2.35% | 5.15% | 4.51% | 2.90% |
Drawdowns
DODFX vs. SCHF - Drawdown Comparison
The maximum DODFX drawdown since its inception was -66.85%, which is greater than SCHF's maximum drawdown of -34.64%. Use the drawdown chart below to compare losses from any high point for DODFX and SCHF. For additional features, visit the drawdowns tool.
Volatility
DODFX vs. SCHF - Volatility Comparison
Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 4.08% compared to Schwab International Equity ETF (SCHF) at 3.74%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than SCHF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.