SMMD vs. DODGX
Compare and contrast key facts about iShares Russell 2500 ETF (SMMD) and Dodge & Cox Stock Fund Class I (DODGX).
SMMD is a passively managed fund by iShares that tracks the performance of the Russell 2500 Index. It was launched on Jul 6, 2017. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMMD or DODGX.
Correlation
The correlation between SMMD and DODGX 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.
Performance
SMMD vs. DODGX - Performance Comparison
Key characteristics
SMMD:
0.86
DODGX:
0.88
SMMD:
1.29
DODGX:
1.15
SMMD:
1.16
DODGX:
1.19
SMMD:
1.14
DODGX:
0.96
SMMD:
4.41
DODGX:
5.62
SMMD:
3.42%
DODGX:
1.99%
SMMD:
17.51%
DODGX:
12.78%
SMMD:
-41.06%
DODGX:
-63.25%
SMMD:
-7.35%
DODGX:
-10.53%
Returns By Period
In the year-to-date period, SMMD achieves a 12.48% return, which is significantly higher than DODGX's 9.24% return.
SMMD
12.48%
-4.50%
10.61%
12.39%
8.92%
N/A
DODGX
9.24%
-8.50%
0.97%
10.10%
11.10%
10.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SMMD vs. DODGX - Expense Ratio Comparison
SMMD has a 0.15% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
SMMD vs. DODGX - Risk-Adjusted Performance Comparison
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.
Dividends
SMMD vs. DODGX - Dividend Comparison
SMMD's dividend yield for the trailing twelve months is around 1.26%, more than DODGX's 1.19% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMMD iShares Russell 2500 ETF | 1.26% | 1.44% | 1.79% | 1.12% | 1.31% | 1.50% | 2.45% | 0.68% | 0.00% | 0.00% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 1.19% | 1.45% | 1.43% | 1.25% | 1.74% | 1.88% | 1.68% | 1.53% | 1.64% | 1.51% | 3.17% | 1.25% |
Drawdowns
SMMD vs. DODGX - Drawdown Comparison
The maximum SMMD drawdown since its inception was -41.06%, smaller than the maximum DODGX drawdown of -63.25%. Use the drawdown chart below to compare losses from any high point for SMMD and DODGX. For additional features, visit the drawdowns tool.
Volatility
SMMD vs. DODGX - Volatility Comparison
The current volatility for iShares Russell 2500 ETF (SMMD) is 5.69%, while Dodge & Cox Stock Fund Class I (DODGX) has a volatility of 7.70%. This indicates that SMMD experiences smaller price fluctuations and is considered to be less risky than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.