DODFX vs. VIGI
Compare and contrast key facts about Dodge & Cox International Stock Fund (DODFX) and Vanguard International Dividend Appreciation ETF (VIGI).
DODFX is managed by Dodge & Cox. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODFX or VIGI.
Key characteristics
| DODFX | VIGI | |
|---|---|---|
| YTD Return | 8.42% | 11.01% |
| 1Y Return | 12.25% | 19.01% |
| 3Y Return (Ann) | 5.84% | 2.22% |
| 5Y Return (Ann) | 8.29% | 8.51% |
| Sharpe Ratio | 1.03 | 1.72 |
| Daily Std Dev | 12.81% | 11.68% |
| Max Drawdown | -63.23% | -31.01% |
| Current Drawdown | -1.04% | -1.09% |
Correlation
The correlation between DODFX and VIGI is 0.83, 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. VIGI - Performance Comparison
In the year-to-date period, DODFX achieves a 8.42% return, which is significantly lower than VIGI's 11.01% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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DODFX vs. VIGI - Expense Ratio Comparison
DODFX has a 0.62% expense ratio, which is higher than VIGI's 0.15% expense ratio.
Risk-Adjusted Performance
DODFX vs. VIGI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox International Stock Fund (DODFX) and Vanguard International Dividend Appreciation ETF (VIGI). 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. VIGI - Dividend Comparison
DODFX's dividend yield for the trailing twelve months is around 2.11%, more than VIGI's 1.75% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODFX Dodge & Cox International Stock Fund | 2.11% | 2.29% | 2.23% | 2.49% | 4.21% | 3.93% | 2.93% | 1.93% | 3.66% | 2.30% | 2.37% | 1.61% |
VIGI Vanguard International Dividend Appreciation ETF | 1.75% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODFX vs. VIGI - Drawdown Comparison
The maximum DODFX drawdown since its inception was -63.23%, which is greater than VIGI's maximum drawdown of -31.01%. Use the drawdown chart below to compare losses from any high point for DODFX and VIGI. For additional features, visit the drawdowns tool.
Volatility
DODFX vs. VIGI - Volatility Comparison
Dodge & Cox International Stock Fund (DODFX) has a higher volatility of 3.75% compared to Vanguard International Dividend Appreciation ETF (VIGI) at 3.57%. This indicates that DODFX's price experiences larger fluctuations and is considered to be riskier than VIGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.