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:
0.52
VOO:
2.15
DODLX:
0.76
VOO:
2.85
DODLX:
1.09
VOO:
1.40
DODLX:
0.45
VOO:
3.25
DODLX:
1.21
VOO:
13.67
DODLX:
2.33%
VOO:
2.01%
DODLX:
5.42%
VOO:
12.79%
DODLX:
-17.05%
VOO:
-33.99%
DODLX:
-4.50%
VOO:
0.00%
Returns By Period
In the year-to-date period, DODLX achieves a 0.76% return, which is significantly lower than VOO's 3.49% return. Over the past 10 years, DODLX has underperformed VOO with an annualized return of 3.24%, while VOO has yielded a comparatively higher 13.52% annualized return.
DODLX
0.76%
0.76%
0.87%
2.91%
2.40%
3.24%
VOO
3.49%
1.90%
12.84%
26.78%
14.88%
13.52%
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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 Rank
DODLX
VOO
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 4.69%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODLX Dodge & Cox Global Bond Fund | 4.69% | 4.73% | 3.31% | 5.05% | 2.49% | 2.21% | 3.40% | 4.21% | 2.34% | 1.69% | 0.00% | 1.40% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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 1.61%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.07%. 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.