Correlation
The correlation between VHDIX and DODGX is 0.81, 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.
VHDIX vs. DODGX
Compare and contrast key facts about Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Dodge & Cox Stock Fund Class I (DODGX).
VHDIX is managed by Voya. It was launched on Dec 6, 2016. 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: VHDIX or DODGX.
Performance
VHDIX vs. DODGX - Performance Comparison
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Key characteristics
Returns By Period
VHDIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
DODGX
3.75%
3.56%
-2.82%
9.48%
9.85%
16.92%
10.80%
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VHDIX vs. DODGX - Expense Ratio Comparison
VHDIX has a 0.35% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Risk-Adjusted Performance
VHDIX vs. DODGX — Risk-Adjusted Performance Rank
VHDIX
DODGX
VHDIX vs. DODGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. High Dividend Low Volatility Fund (VHDIX) 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.
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Dividends
VHDIX vs. DODGX - Dividend Comparison
VHDIX has not paid dividends to shareholders, while DODGX's dividend yield for the trailing twelve months is around 7.27%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDIX Voya U.S. High Dividend Low Volatility Fund | 100.47% | 101.26% | 3.78% | 13.47% | 33.18% | 2.38% | 3.23% | 6.52% | 3.86% | 0.19% | 0.00% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 7.27% | 8.20% | 3.76% | 5.47% | 3.22% | 6.86% | 10.67% | 9.69% | 6.78% | 6.56% | 6.17% | 2.96% |
Drawdowns
VHDIX vs. DODGX - Drawdown Comparison
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Volatility
VHDIX vs. DODGX - Volatility Comparison
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