RUSG.L vs. DODGX

Last updated Apr 2, 2026

Compare and contrast key facts about Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Dodge & Cox Stock Fund Class I (DODGX).

RUSG.L is a passively managed fund by Amundi that tracks the performance of the Russell 1000 Growth Net Index. It was launched on Oct 27, 2011. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.

Performance

RUSG.L vs. DODGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Dodge & Cox Stock Fund Class I (DODGX). The values are adjusted to include any dividend payments, if applicable.

RUSG.L vs. DODGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
RUSG.L Lyxor Russell 1000 Growth UCITS ETF	0.00%	0.00%	24.09%	43.28%	-30.45%	29.15%	38.14%	35.28%	-2.66%	30.31%
DODGX Dodge & Cox Stock Fund Class I	-1.65%	13.66%	14.36%	17.49%	-7.25%	31.72%	7.10%	24.30%	-7.15%	18.33%

Returns By Period

RUSG.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DODGX

• 1D: 2.09%
• 1M: -5.31%
• YTD: -1.65%
• 6M: 0.63%
• 1Y: 8.01%
• 3Y*: 13.95%
• 5Y*: 9.38%
• 10Y*: 12.55%

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

RUSG.L vs. DODGX - Expense Ratio Comparison

RUSG.L has a 0.19% expense ratio, which is lower than DODGX's 0.51% expense ratio.

DODGX

Dodge & Cox Stock Fund Class I

RUSG.L

Lyxor Russell 1000 Growth UCITS ETF

Return for Risk

RUSG.L vs. DODGX — Risk / Return Rank

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

DODGX

DODGX Risk / Return Rank: 18
DODGX Sharpe Ratio Rank: 17
DODGX Sortino Ratio Rank: 16
DODGX Omega Ratio Rank: 17
DODGX Calmar Ratio Rank: 19
DODGX Martin Ratio Rank: 22

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.

RUSG.L vs. DODGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Lyxor Russell 1000 Growth UCITS ETF (RUSG.L) and Dodge & Cox Stock Fund Class I (DODGX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	RUSG.L	DODGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.49	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.59	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.65	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.62	—

Correlation

The correlation between RUSG.L and DODGX is 0.39, 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.

Dividends

RUSG.L vs. DODGX - Dividend Comparison

RUSG.L has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 9.89%.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
RUSG.L Lyxor Russell 1000 Growth UCITS ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
DODGX Dodge & Cox Stock Fund Class I	9.89%	9.86%	8.20%	3.76%	5.47%	3.22%	6.74%	10.23%	9.69%	6.78%	6.26%	5.36%

Drawdowns

Drawdown Indicators

	RUSG.L	DODGX	Difference
Max Drawdown Largest peak-to-trough decline	—	-63.24%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-12.23%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-21.85%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-40.41%	—
Current Drawdown Current decline from peak	—	-5.31%	—
Average Drawdown Average peak-to-trough decline	—	-7.53%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.94%	—

Volatility

Volatility by Period

	RUSG.L	DODGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.23%	—
Volatility (6M) Calculated over the trailing 6-month period	—	8.72%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	16.33%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.05%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	19.25%	—