DODWX vs. VT
Compare and contrast key facts about Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Total World Stock ETF (VT).
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. VT is a passively managed fund by Vanguard that tracks the performance of the FTSE Global All Cap Index. It was launched on Jun 24, 2008. Both DODWX and VT 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 VT.
Correlation
The correlation between DODWX and VT is 0.92, 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. VT - Performance Comparison
Key characteristics
DODWX:
-0.47
VT:
1.39
DODWX:
-0.43
VT:
1.91
DODWX:
0.91
VT:
1.25
DODWX:
-0.42
VT:
2.03
DODWX:
-2.08
VT:
8.70
DODWX:
4.05%
VT:
1.90%
DODWX:
18.14%
VT:
11.90%
DODWX:
-62.73%
VT:
-50.27%
DODWX:
-19.57%
VT:
-3.61%
Returns By Period
In the year-to-date period, DODWX achieves a -8.24% return, which is significantly lower than VT's 16.76% return. Over the past 10 years, DODWX has underperformed VT with an annualized return of 3.02%, while VT has yielded a comparatively higher 9.40% annualized return.
DODWX
-8.24%
-17.13%
-12.86%
-8.24%
2.79%
3.02%
VT
16.76%
-2.71%
5.56%
16.76%
10.03%
9.40%
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DODWX vs. VT - Expense Ratio Comparison
DODWX has a 0.62% expense ratio, which is higher than VT's 0.07% expense ratio.
Risk-Adjusted Performance
DODWX vs. VT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Global Stock Fund Class I (DODWX) and Vanguard Total World Stock ETF (VT). 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
DODWX vs. VT - Dividend Comparison
DODWX has not paid dividends to shareholders, while VT's dividend yield for the trailing twelve months is around 1.95%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
DODWX Dodge & Cox Global Stock Fund Class I | 0.00% | 1.62% | 1.69% | 1.89% | 1.31% | 2.67% | 2.30% | 0.96% | 1.18% | 1.78% | 1.30% |
VT Vanguard Total World Stock ETF | 1.95% | 2.08% | 2.20% | 1.82% | 1.66% | 2.32% | 2.53% | 2.11% | 2.39% | 2.45% | 2.44% |
Drawdowns
DODWX vs. VT - Drawdown Comparison
The maximum DODWX drawdown since its inception was -62.73%, which is greater than VT's maximum drawdown of -50.27%. Use the drawdown chart below to compare losses from any high point for DODWX and VT. For additional features, visit the drawdowns tool.
Volatility
DODWX vs. VT - Volatility Comparison
Dodge & Cox Global Stock Fund Class I (DODWX) has a higher volatility of 15.83% compared to Vanguard Total World Stock ETF (VT) at 3.89%. This indicates that DODWX's price experiences larger fluctuations and is considered to be riskier than VT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.