DODWX vs. QQQM
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Invesco NASDAQ 100 ETF (QQQM).
DODWX is a passively managed fund by Dodge & Cox that tracks the performance of the MSCI All Country World Index. It was launched on May 1, 2008. QQQM is a passively managed fund by Invesco that tracks the performance of the NASDAQ-100 Index. It was launched on Oct 13, 2020. Both DODWX and QQQM are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DODWX or QQQM.
Correlation
The correlation between DODWX and QQQM is 0.80, 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
DODWX vs. QQQM - Performance Comparison
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Key characteristics
DODWX:
-0.33
QQQM:
0.46
DODWX:
-0.24
QQQM:
0.82
DODWX:
0.95
QQQM:
1.11
DODWX:
-0.26
QQQM:
0.51
DODWX:
-0.63
QQQM:
1.67
DODWX:
9.35%
QQQM:
6.95%
DODWX:
19.93%
QQQM:
24.84%
DODWX:
-62.73%
QQQM:
-35.05%
DODWX:
-12.42%
QQQM:
-9.37%
Returns By Period
In the year-to-date period, DODWX achieves a 6.78% return, which is significantly higher than QQQM's -4.36% return.
DODWX
6.78%
9.09%
-10.84%
-6.95%
13.90%
6.94%
QQQM
-4.36%
9.37%
-4.75%
11.16%
N/A
N/A
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DODWX vs. QQQM - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than QQQM's 0.15% expense ratio.
Risk-Adjusted Performance
DODWX vs. QQQM — Risk-Adjusted Performance Rank
DODWX
QQQM
DODWX vs. QQQM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) and Invesco NASDAQ 100 ETF (QQQM). 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.
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Dividends
DODWX vs. QQQM - Dividend Comparison
DODWX's dividend yield for the trailing twelve months is around 1.96%, more than QQQM's 0.62% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 1.96% | 2.09% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% |
QQQM Invesco NASDAQ 100 ETF | 0.62% | 0.61% | 0.65% | 0.83% | 0.40% | 0.16% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
DODWX vs. QQQM - Drawdown Comparison
The maximum DODWX drawdown since its inception was -62.73%, which is greater than QQQM's maximum drawdown of -35.05%. Use the drawdown chart below to compare losses from any high point for DODWX and QQQM. For additional features, visit the drawdowns tool.
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Volatility
DODWX vs. QQQM - Volatility Comparison
The current volatility for Dodge & Cox Global Stock Fund Class I (DODWX) is 4.41%, while Invesco NASDAQ 100 ETF (QQQM) has a volatility of 8.08%. This indicates that DODWX experiences smaller price fluctuations and is considered to be less risky than QQQM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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