Correlation
The correlation between IBDT and DODIX is 0.14, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
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.
Performance
IBDT vs. DODIX - Performance Comparison
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Key characteristics
IBDT:
2.43
DODIX:
1.00
IBDT:
3.90
DODIX:
1.68
IBDT:
1.52
DODIX:
1.20
IBDT:
1.14
DODIX:
0.98
IBDT:
11.63
DODIX:
2.76
IBDT:
0.67%
DODIX:
2.31%
IBDT:
2.99%
DODIX:
5.60%
IBDT:
-17.79%
DODIX:
-16.37%
IBDT:
-0.03%
DODIX:
-1.85%
Returns By Period
In the year-to-date period, IBDT achieves a 3.18% return, which is significantly higher than DODIX's 2.29% return.
IBDT
3.18%
0.56%
2.72%
7.21%
4.17%
1.18%
N/A
DODIX
2.29%
-0.08%
0.28%
5.53%
2.95%
0.86%
2.68%
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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.
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Dividends
IBDT vs. DODIX - Dividend Comparison
IBDT's dividend yield for the trailing twelve months is around 5.00%, more than DODIX's 4.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBDT iShares iBonds Dec 2028 Term Corporate ETF | 5.00% | 4.67% | 4.10% | 3.25% | 2.45% | 2.80% | 3.32% | 1.47% | 0.00% | 0.00% | 0.00% | 0.00% |
DODIX Dodge & Cox Income Fund | 4.20% | 4.24% | 3.86% | 2.84% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 3.52% |
Drawdowns
IBDT vs. DODIX - Drawdown Comparison
The maximum IBDT drawdown since its inception was -17.79%, which is greater than DODIX's maximum drawdown of -16.37%. Use the drawdown chart below to compare losses from any high point for IBDT and DODIX.
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Volatility
IBDT vs. DODIX - Volatility Comparison
The current volatility for iShares iBonds Dec 2028 Term Corporate ETF (IBDT) is 0.69%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.47%. 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.
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