DOXGX vs. VOO

In the year-to-date period, DOXGX achieves a 2.31% return, which is significantly higher than VOO's 1.00% return.

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DOXGX has a 0.41% expense ratio, which is higher than VOO's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Dodge & Cox Stock Fund (DOXGX) 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.

The current DOXGX Sharpe Ratio is 0.26, which is lower than the VOO Sharpe Ratio of 0.70. The chart below compares the historical Sharpe Ratios of DOXGX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DOXGX's dividend yield for the trailing twelve months is around 7.39%, more than VOO's 1.29% yield.

The maximum DOXGX drawdown since its inception was -18.98%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DOXGX and VOO.

The current volatility for Dodge & Cox Stock Fund (DOXGX) is 4.29%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.83%. This indicates that DOXGX 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.