IE00BFPM9N11.EUFUND vs. DODWX

Last updated Apr 2, 2026

Compare and contrast key facts about Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and Dodge & Cox Global Stock Fund Class I (DODWX).

IE00BFPM9N11.EUFUND is managed by Vanguard. It was launched on Dec 10, 2002. 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.

Performance

IE00BFPM9N11.EUFUND vs. DODWX - Performance Comparison

The chart below illustrates the hypothetical performance of a €10,000 investment in Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and Dodge & Cox Global Stock Fund Class I (DODWX). The values are adjusted to include any dividend payments, if applicable.

IE00BFPM9N11.EUFUND vs. DODWX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR Acc	-1.72%	6.73%	26.59%	19.63%	-12.79%	31.07%	6.32%	30.03%	-4.16%	7.47%
DODWX Dodge & Cox Global Stock Fund Class I	0.62%	10.37%	11.66%	16.65%	0.01%	29.58%	-2.73%	26.67%	-8.66%	6.58%

Different Trading Currencies

IE00BFPM9N11.EUFUND is traded in EUR, while DODWX is traded in USD. To make them comparable, the DODWX values have been converted to EUR using the latest available exchange rates.

Returns By Period

In the year-to-date period, IE00BFPM9N11.EUFUND achieves a -1.72% return, which is significantly lower than DODWX's 0.62% return. Both investments have delivered pretty close results over the past 10 years, with IE00BFPM9N11.EUFUND having a 11.66% annualized return and DODWX not far behind at 11.21%.

IE00BFPM9N11.EUFUND

• 1D: 1.78%
• 1M: -4.58%
• YTD: -1.72%
• 6M: 0.95%
• 1Y: 10.88%
• 3Y*: 14.47%
• 5Y*: 10.49%
• 10Y*: 11.66%

DODWX

• 1D: 1.52%
• 1M: -3.40%
• YTD: 0.62%
• 6M: 3.71%
• 1Y: 8.78%
• 3Y*: 11.72%
• 5Y*: 9.91%
• 10Y*: 11.21%

*Multi-year figures are annualized to reflect compound growth (CAGR)

IE00BFPM9N11.EUFUND vs. DODWX - Expense Ratio Comparison

IE00BFPM9N11.EUFUND has a 0.11% expense ratio, which is lower than DODWX's 0.62% expense ratio.

DODWX

Dodge & Cox Global Stock Fund Class I

IE00BFPM9N11.EUFUND

Vanguard Global Stock Index Fund Institutional Plus EUR Acc

Return for Risk

IE00BFPM9N11.EUFUND vs. DODWX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

IE00BFPM9N11.EUFUND

IE00BFPM9N11.EUFUND Risk / Return Rank: 55
IE00BFPM9N11.EUFUND Sharpe Ratio Rank: 28
IE00BFPM9N11.EUFUND Sortino Ratio Rank: 25
IE00BFPM9N11.EUFUND Omega Ratio Rank: 31
IE00BFPM9N11.EUFUND Calmar Ratio Rank: 96
IE00BFPM9N11.EUFUND Martin Ratio Rank: 96

DODWX

DODWX Risk / Return Rank: 58
DODWX Sharpe Ratio Rank: 59
DODWX Sortino Ratio Rank: 56
DODWX Omega Ratio Rank: 56
DODWX Calmar Ratio Rank: 56
DODWX Martin Ratio Rank: 60

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

IE00BFPM9N11.EUFUND vs. DODWX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) and Dodge & Cox Global Stock Fund Class I (DODWX). 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.

	IE00BFPM9N11.EUFUND	DODWX	Difference
Sharpe ratio Return per unit of total volatility	0.74	0.57	+0.17
Sortino ratio Return per unit of downside risk	1.05	0.85	+0.20
Omega ratio Gain probability vs. loss probability	1.17	1.13	+0.04
Calmar ratio Return relative to maximum drawdown	3.81	0.73	+3.09
Martin ratio Return relative to average drawdown	15.02	2.89	+12.14
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

IE00BFPM9N11.EUFUND vs. DODWX - Sharpe Ratio Comparison

The current IE00BFPM9N11.EUFUND Sharpe Ratio is 0.74, which is comparable to the DODWX Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of IE00BFPM9N11.EUFUND and DODWX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	IE00BFPM9N11.EUFUND	DODWX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.74	0.57	+0.17
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.74	0.57	+0.17
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.76	0.57	+0.18
Sharpe Ratio (All Time) Calculated using the full available price history	0.75	0.43	+0.32

Correlation

The correlation between IE00BFPM9N11.EUFUND and DODWX is 0.83, 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.

Dividends

IE00BFPM9N11.EUFUND vs. DODWX - Dividend Comparison

IE00BFPM9N11.EUFUND has not paid dividends to shareholders, while DODWX's dividend yield for the trailing twelve months is around 8.50%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
IE00BFPM9N11.EUFUND Vanguard Global Stock Index Fund Institutional Plus EUR Acc	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DODWX Dodge & Cox Global Stock Fund Class I	8.50%	8.41%	14.35%	1.62%	7.73%	10.76%	1.31%	7.41%	9.78%	4.37%	2.86%	3.95%

Drawdowns

IE00BFPM9N11.EUFUND vs. DODWX - Drawdown Comparison

The maximum IE00BFPM9N11.EUFUND drawdown since its inception was -33.75%, smaller than the maximum DODWX drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for IE00BFPM9N11.EUFUND and DODWX.

Drawdown Indicators

	IE00BFPM9N11.EUFUND	DODWX	Difference
Max Drawdown Largest peak-to-trough decline	-33.75%	-63.00%	+29.25%
Max Drawdown (1Y) Largest decline over 1 year	-11.81%	-11.75%	-0.06%
Max Drawdown (5Y) Largest decline over 5 years	-20.29%	-21.78%	+1.49%
Max Drawdown (10Y) Largest decline over 10 years	-33.75%	-41.17%	+7.42%
Current Drawdown Current decline from peak	-4.81%	-6.85%	+2.04%
Average Drawdown Average peak-to-trough decline	-4.40%	-9.93%	+5.53%
Ulcer Index Depth and duration of drawdowns from previous peaks	1.67%	2.76%	-1.09%

Volatility

IE00BFPM9N11.EUFUND vs. DODWX - Volatility Comparison

The current volatility for Vanguard Global Stock Index Fund Institutional Plus EUR Acc (IE00BFPM9N11.EUFUND) is 3.92%, while Dodge & Cox Global Stock Fund Class I (DODWX) has a volatility of 4.50%. This indicates that IE00BFPM9N11.EUFUND experiences smaller price fluctuations and is considered to be less risky than DODWX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	IE00BFPM9N11.EUFUND	DODWX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.92%	4.50%	-0.58%
Volatility (6M) Calculated over the trailing 6-month period	8.19%	8.79%	-0.60%
Volatility (1Y) Calculated over the trailing 1-year period	15.20%	16.52%	-1.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	13.92%	17.47%	-3.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	15.15%	19.57%	-4.42%