VBITX vs. DODIX

In the year-to-date period, VBITX achieves a 2.04% return, which is significantly higher than DODIX's 1.93% return. Over the past 10 years, VBITX has underperformed DODIX with an annualized return of 1.70%, while DODIX has yielded a comparatively higher 2.06% annualized return.

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VBITX has a 0.05% expense ratio, which is lower than DODIX's 0.41% expense ratio.

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.

The current VBITX Sharpe Ratio is 2.15, which is higher than the DODIX Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of VBITX and DODIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VBITX's dividend yield for the trailing twelve months is around 3.57%, less than DODIX's 4.21% yield.

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.

The current volatility for Vanguard Short-Term Bond Index Fund Institutional Shares (VBITX) is 0.83%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.49%. 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.