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.
Correlation
The correlation between DODGX and VOO is 0.89, 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
DODGX vs. VOO - Performance Comparison
Key characteristics
DODGX:
-0.39
VOO:
-0.07
DODGX:
-0.39
VOO:
0.01
DODGX:
0.94
VOO:
1.00
DODGX:
-0.35
VOO:
-0.07
DODGX:
-1.41
VOO:
-0.36
DODGX:
4.36%
VOO:
3.31%
DODGX:
15.58%
VOO:
15.79%
DODGX:
-67.34%
VOO:
-33.99%
DODGX:
-17.35%
VOO:
-17.13%
Returns By Period
In the year-to-date period, DODGX achieves a -7.71% return, which is significantly higher than VOO's -13.30% return. Over the past 10 years, DODGX has underperformed VOO with an annualized return of 4.51%, while VOO has yielded a comparatively higher 11.35% annualized return.
DODGX
-7.71%
-12.35%
-13.10%
-5.26%
14.63%
4.51%
VOO
-13.30%
-12.91%
-11.02%
0.06%
17.17%
11.35%
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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.
Dividends
DODGX vs. VOO - Dividend Comparison
DODGX's dividend yield for the trailing twelve months is around 1.64%, more than VOO's 1.50% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODGX Dodge & Cox Stock Fund Class I | 1.64% | 1.49% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% |
VOO Vanguard S&P 500 ETF | 1.50% | 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 -67.34%, 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. For additional features, visit the drawdowns tool.
Volatility
DODGX vs. VOO - Volatility Comparison
Dodge & Cox Stock Fund Class I (DODGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 8.80% and 9.12%, 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.