SMMD vs. DODGX

In the year-to-date period, SMMD achieves a -2.99% return, which is significantly lower than DODGX's 2.44% return.

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SMMD has a 0.15% expense ratio, which is lower than DODGX's 0.51% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for iShares Russell 2500 ETF (SMMD) 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.

The current SMMD Sharpe Ratio is 0.20, which is comparable to the DODGX Sharpe Ratio of 0.20. The chart below compares the historical Sharpe Ratios of SMMD and DODGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SMMD has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 1.48%.

The maximum SMMD drawdown since its inception was -41.06%, smaller than the maximum DODGX drawdown of -67.34%. Use the drawdown chart below to compare losses from any high point for SMMD and DODGX. For additional features, visit the drawdowns tool.

iShares Russell 2500 ETF (SMMD) has a higher volatility of 6.41% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.72%. This indicates that SMMD's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.