VBITX vs. DODIX
Compare and contrast key facts about Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) and Dodge & Cox Income Fund (DODIX).
VBITX is managed by Vanguard. It was launched on Sep 27, 2011. DODIX is managed by Dodge & Cox.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VBITX or DODIX.
Correlation
The correlation between VBITX and DODIX is -0.00. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
VBITX vs. DODIX - Performance Comparison
Key characteristics
VBITX:
2.50
DODIX:
1.32
VBITX:
4.15
DODIX:
1.96
VBITX:
1.54
DODIX:
1.23
VBITX:
1.96
DODIX:
0.71
VBITX:
9.96
DODIX:
3.34
VBITX:
0.65%
DODIX:
2.24%
VBITX:
2.61%
DODIX:
5.65%
VBITX:
-8.88%
DODIX:
-18.50%
VBITX:
-0.29%
DODIX:
-3.22%
Returns By Period
In the year-to-date period, VBITX achieves a 1.89% return, which is significantly lower than DODIX's 2.59% return. Over the past 10 years, VBITX has underperformed DODIX with an annualized return of 1.67%, while DODIX has yielded a comparatively higher 2.07% annualized return.
VBITX
1.89%
0.49%
2.33%
6.72%
1.04%
1.67%
DODIX
2.59%
0.40%
1.68%
8.10%
0.68%
2.07%
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VBITX vs. DODIX - Expense Ratio Comparison
VBITX has a 0.05% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Risk-Adjusted Performance
VBITX vs. DODIX — Risk-Adjusted Performance Rank
VBITX
DODIX
VBITX vs. DODIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) 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.
Dividends
VBITX vs. DODIX - Dividend Comparison
VBITX's dividend yield for the trailing twelve months is around 3.19%, less than DODIX's 4.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBITX Vanguard Short-Term Bond Index Fund Institutional Shares | 3.19% | 3.40% | 2.41% | 1.47% | 1.20% | 1.81% | 2.27% | 2.04% | 1.55% | 1.51% | 1.35% | 1.23% |
DODIX Dodge & Cox Income Fund | 4.18% | 4.24% | 3.86% | 2.82% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% | 4.15% |
Drawdowns
VBITX vs. DODIX - Drawdown Comparison
The maximum VBITX drawdown since its inception was -8.88%, smaller than the maximum DODIX drawdown of -18.50%. Use the drawdown chart below to compare losses from any high point for VBITX and DODIX. For additional features, visit the drawdowns tool.
Volatility
VBITX vs. DODIX - Volatility Comparison
The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.97%, while Dodge & Cox Income Fund (DODIX) has a volatility of 2.35%. This indicates that VBITX 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.