DODIX vs. VBITX
Compare and contrast key facts about Dodge & Cox Income Fund (DODIX) and Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX).
DODIX is managed by Dodge & Cox. VBITX is managed by Vanguard. It was launched on Sep 27, 2011.
Performance
DODIX vs. VBITX - Performance Comparison
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DODIX vs. VBITX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | -0.19% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | -0.32% | 6.11% | 3.77% | 4.43% | -5.61% | -1.18% | 4.72% | 4.89% | 1.38% | 1.20% |
Returns By Period
In the year-to-date period, DODIX achieves a -0.19% return, which is significantly higher than VBITX's -0.32% return. Over the past 10 years, DODIX has outperformed VBITX with an annualized return of 3.02%, while VBITX has yielded a comparatively lower 1.87% annualized return.
DODIX
- 1D
- 0.63%
- 1M
- -2.32%
- YTD
- -0.19%
- 6M
- 1.09%
- 1Y
- 5.10%
- 3Y*
- 4.90%
- 5Y*
- 1.40%
- 10Y*
- 3.02%
VBITX
- 1D
- 0.20%
- 1M
- -1.25%
- YTD
- -0.32%
- 6M
- 0.87%
- 1Y
- 3.67%
- 3Y*
- 3.99%
- 5Y*
- 1.51%
- 10Y*
- 1.87%
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DODIX vs. VBITX - Expense Ratio Comparison
DODIX has a 0.41% expense ratio, which is higher than VBITX's 0.05% expense ratio.
Return for Risk
DODIX vs. VBITX — Risk / Return Rank
DODIX
VBITX
DODIX vs. VBITX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Income Fund (DODIX) and Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX). 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.
| DODIX | VBITX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.15 | 1.71 | -0.56 |
Sortino ratioReturn per unit of downside risk | 1.65 | 2.80 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.35 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.02 | 2.79 | -0.77 |
Martin ratioReturn relative to average drawdown | 6.03 | 10.38 | -4.35 |
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
| DODIX | VBITX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.15 | 1.71 | -0.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.25 | 0.52 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.01 | +0.67 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.47 | 0.01 | +1.46 |
Correlation
The correlation between DODIX and VBITX is 0.71, 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
DODIX vs. VBITX - Dividend Comparison
DODIX's dividend yield for the trailing twelve months is around 4.29%, more than VBITX's 3.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODIX Dodge & Cox Income Fund | 4.29% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.62% | 3.85% | 3.39% | 1.99% | 1.48% | 1.24% | 1.80% | 2.26% | 2.03% | 1.69% | 1.52% | 1.44% |
Drawdowns
DODIX vs. VBITX - Drawdown Comparison
The maximum DODIX drawdown since its inception was -16.89%, smaller than the maximum VBITX drawdown of -79.18%. Use the drawdown chart below to compare losses from any high point for DODIX and VBITX.
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Drawdown Indicators
| DODIX | VBITX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -16.89% | -79.18% | +62.29% |
Max Drawdown (1Y)Largest decline over 1 year | -2.94% | -1.54% | -1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -16.89% | -8.61% | -8.28% |
Max Drawdown (10Y)Largest decline over 10 years | -16.89% | -79.18% | +62.29% |
Current DrawdownCurrent decline from peak | -2.32% | -74.94% | +72.62% |
Average DrawdownAverage peak-to-trough decline | -1.50% | -45.89% | +44.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.98% | 0.41% | +0.57% |
Volatility
DODIX vs. VBITX - Volatility Comparison
Dodge & Cox Income Fund (DODIX) has a higher volatility of 1.85% compared to Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) at 0.75%. This indicates that DODIX's price experiences larger fluctuations and is considered to be riskier than VBITX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DODIX | VBITX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 1.85% | 0.75% | +1.10% |
Volatility (6M)Calculated over the trailing 6-month period | 2.80% | 1.50% | +1.30% |
Volatility (1Y)Calculated over the trailing 1-year period | 4.61% | 2.42% | +2.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 5.52% | 2.93% | +2.59% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 4.42% | 160.21% | -155.79% |