DODLX vs. VOO
Compare and contrast key facts about Dodge & Cox Global Bond Fund (DODLX) and Vanguard S&P 500 ETF (VOO).
DODLX is managed by Dodge & Cox. It was launched on Apr 30, 2014. 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: DODLX or VOO.
Correlation
The correlation between DODLX and VOO is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
DODLX vs. VOO - Performance Comparison
Key characteristics
DODLX:
-0.04
VOO:
2.25
DODLX:
-0.01
VOO:
2.98
DODLX:
1.00
VOO:
1.42
DODLX:
-0.03
VOO:
3.31
DODLX:
-0.11
VOO:
14.77
DODLX:
2.00%
VOO:
1.90%
DODLX:
6.00%
VOO:
12.46%
DODLX:
-17.05%
VOO:
-33.99%
DODLX:
-6.55%
VOO:
-2.47%
Returns By Period
In the year-to-date period, DODLX achieves a -0.87% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, DODLX has underperformed VOO with an annualized return of 3.03%, while VOO has yielded a comparatively higher 13.08% annualized return.
DODLX
-0.87%
-2.76%
-0.82%
-0.32%
2.24%
3.03%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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DODLX vs. VOO - Expense Ratio Comparison
DODLX has a 0.45% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DODLX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Bond Fund (DODLX) 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
DODLX vs. VOO - Dividend Comparison
DODLX's dividend yield for the trailing twelve months is around 2.78%, more than VOO's 0.91% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 2.78% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
DODLX vs. VOO - Drawdown Comparison
The maximum DODLX drawdown since its inception was -17.05%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DODLX and VOO. For additional features, visit the drawdowns tool.
Volatility
DODLX vs. VOO - Volatility Comparison
The current volatility for Dodge & Cox Global Bond Fund (DODLX) is 3.08%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.75%. This indicates that DODLX 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.