Correlation
The correlation between DODGX and VOO is 0.90, 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.
DODGX vs. VOO
Compare and contrast key facts about Dodge & Cox Stock Fund Class I (DODGX) and Vanguard S&P 500 ETF (VOO).
DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODGX or VOO.
Performance
DODGX vs. VOO - Performance Comparison
Loading data...
Key characteristics
DODGX:
0.55
VOO:
0.60
DODGX:
0.72
VOO:
0.88
DODGX:
1.11
VOO:
1.13
DODGX:
0.49
VOO:
0.56
DODGX:
1.90
VOO:
2.13
DODGX:
3.86%
VOO:
4.91%
DODGX:
16.87%
VOO:
19.46%
DODGX:
-63.24%
VOO:
-33.99%
DODGX:
-4.77%
VOO:
-5.22%
Returns By Period
In the year-to-date period, DODGX achieves a 2.41% return, which is significantly higher than VOO's -0.85% return. Over the past 10 years, DODGX has underperformed VOO with an annualized return of 10.71%, while VOO has yielded a comparatively higher 12.64% annualized return.
DODGX
2.41%
3.95%
-3.58%
8.69%
10.91%
17.68%
10.71%
VOO
-0.85%
5.19%
-2.42%
10.85%
15.45%
16.18%
12.64%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DODGX vs. VOO - Expense Ratio Comparison
DODGX has a 0.51% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DODGX vs. VOO — Risk-Adjusted Performance Rank
DODGX
VOO
DODGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund Class I (DODGX) and Vanguard S&P 500 ETF (VOO). 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.
Loading data...
Dividends
DODGX vs. VOO - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 7.36%, more than VOO's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 7.36% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% | 2.96% |
VOO Vanguard S&P 500 ETF | 1.31% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DODGX vs. VOO - Drawdown Comparison
The maximum DODGX drawdown since its inception was -63.24%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DODGX and VOO.
Loading data...
Volatility
DODGX vs. VOO - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund Class I (DODGX) is 3.96%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.44%. This indicates that DODGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...