IBDT vs. DODIX
Compare and contrast key facts about iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and Dodge & Cox Income Fund (DODIX).
IBDT is a passively managed fund by iShares that tracks the performance of the Bloomberg December 2028 Maturity Corporate Index. It was launched on Sep 18, 2018. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBDT or DODIX.
Correlation
The correlation between IBDT and DODIX is 0.79, 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
IBDT vs. DODIX - Performance Comparison
Key characteristics
IBDT:
1.10
DODIX:
0.25
IBDT:
1.55
DODIX:
0.39
IBDT:
1.20
DODIX:
1.05
IBDT:
0.45
DODIX:
0.13
IBDT:
4.02
DODIX:
0.68
IBDT:
0.91%
DODIX:
2.09%
IBDT:
3.35%
DODIX:
5.63%
IBDT:
-17.79%
DODIX:
-18.50%
IBDT:
-3.28%
DODIX:
-6.81%
Returns By Period
In the year-to-date period, IBDT achieves a -0.36% return, which is significantly higher than DODIX's -1.21% return.
IBDT
-0.36%
-0.60%
1.61%
3.39%
1.08%
N/A
DODIX
-1.21%
-2.08%
-0.93%
1.17%
0.17%
1.77%
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IBDT vs. DODIX - Expense Ratio Comparison
IBDT has a 0.10% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
IBDT vs. DODIX — Risk-Adjusted Performance Rank
IBDT
DODIX
IBDT vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) and Dodge & Cox Income Fund (DODIX). 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
IBDT vs. DODIX - Dividend Comparison
IBDT's dividend yield for the trailing twelve months is around 4.68%, more than DODIX's 4.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 4.68% | 4.66% | 4.10% | 3.24% | 2.45% | 2.80% | 3.33% | 1.48% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.29% | 4.24% | 3.86% | 2.84% | 1.89% | 2.44% | 3.04% | 3.00% | 2.76% | 3.11% | 3.03% | 3.84% |
Drawdowns
IBDT vs. DODIX - Drawdown Comparison
The maximum IBDT drawdown since its inception was -17.79%, roughly equal to the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for IBDT and DODIX. For additional features, visit the drawdowns tool.
Volatility
IBDT vs. DODIX - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) is 0.81%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.28%. This indicates that IBDT experiences smaller price fluctuations and is considered to be less risky than DODIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.