DOXGX vs. SPY
Compare and contrast key facts about Dodge & Cox Stock Fund (DOXGX) and SPDR S&P 500 ETF (SPY).
DOXGX is managed by Dodge & Cox. It was launched on Apr 1, 1965. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DOXGX or SPY.
Correlation
The correlation between DOXGX and SPY is 0.85, 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
DOXGX vs. SPY - Performance Comparison
Key characteristics
DOXGX:
0.08
SPY:
0.50
DOXGX:
0.30
SPY:
0.88
DOXGX:
1.05
SPY:
1.13
DOXGX:
0.13
SPY:
0.56
DOXGX:
0.40
SPY:
2.17
DOXGX:
5.98%
SPY:
4.85%
DOXGX:
17.84%
SPY:
20.02%
DOXGX:
-18.98%
SPY:
-55.19%
DOXGX:
-10.42%
SPY:
-7.65%
Returns By Period
In the year-to-date period, DOXGX achieves a 0.03% return, which is significantly higher than SPY's -3.42% return.
DOXGX
0.03%
2.98%
-9.41%
1.48%
N/A
N/A
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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DOXGX vs. SPY - Expense Ratio Comparison
DOXGX has a 0.41% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
DOXGX vs. SPY — Risk-Adjusted Performance Rank
DOXGX
SPY
DOXGX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) and SPDR S&P 500 ETF (SPY). 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
DOXGX vs. SPY - Dividend Comparison
DOXGX's dividend yield for the trailing twelve months is around 1.62%, more than SPY's 1.27% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOXGX Dodge & Cox Stock Fund | 1.62% | 1.59% | 1.55% | 1.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
DOXGX vs. SPY - Drawdown Comparison
The maximum DOXGX drawdown since its inception was -18.98%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for DOXGX and SPY. For additional features, visit the drawdowns tool.
Volatility
DOXGX vs. SPY - Volatility Comparison
The current volatility for Dodge & Cox Stock Fund (DOXGX) is 5.61%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that DOXGX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.