VSGDX vs. DODIX
Compare and contrast key facts about Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) and Dodge & Cox Income Fund (DODIX).
VSGDX is managed by Vanguard. It was launched on Feb 12, 2001. DODIX is managed by Dodge & Cox.
Performance
VSGDX vs. DODIX - Performance Comparison
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VSGDX vs. DODIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 0.15% | 5.94% | 4.26% | 3.92% | -5.22% | -0.58% | 4.46% | 4.21% | 1.37% | 0.80% |
DODIX Dodge & Cox Income Fund | 0.04% | 8.32% | 2.25% | 7.69% | -11.42% | -0.92% | 9.46% | 9.73% | -0.31% | 4.36% |
Returns By Period
In the year-to-date period, VSGDX achieves a 0.15% return, which is significantly higher than DODIX's 0.04% return. Over the past 10 years, VSGDX has underperformed DODIX with an annualized return of 1.89%, while DODIX has yielded a comparatively higher 3.05% annualized return.
VSGDX
- 1D
- 0.10%
- 1M
- -0.68%
- YTD
- 0.15%
- 6M
- 1.23%
- 1Y
- 4.04%
- 3Y*
- 4.31%
- 5Y*
- 1.67%
- 10Y*
- 1.89%
DODIX
- 1D
- 0.24%
- 1M
- -1.57%
- YTD
- 0.04%
- 6M
- 1.01%
- 1Y
- 4.93%
- 3Y*
- 4.98%
- 5Y*
- 1.39%
- 10Y*
- 3.05%
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VSGDX vs. DODIX - Expense Ratio Comparison
VSGDX has a 0.10% expense ratio, which is lower than DODIX's 0.41% expense ratio.
Return for Risk
VSGDX vs. DODIX — Risk / Return Rank
VSGDX
DODIX
VSGDX vs. DODIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) 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.
| VSGDX | DODIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.17 | +0.66 |
Sortino ratioReturn per unit of downside risk | 3.09 | 1.67 | +1.42 |
Omega ratioGain probability vs. loss probability | 1.38 | 1.21 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 3.30 | 1.88 | +1.43 |
Martin ratioReturn relative to average drawdown | 12.08 | 5.55 | +6.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VSGDX | DODIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.17 | +0.66 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.64 | 0.25 | +0.38 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.88 | 0.69 | +0.19 |
Sharpe Ratio (All Time)Calculated using the full available price history | 1.25 | 1.48 | -0.23 |
Correlation
The correlation between VSGDX and DODIX is 0.70, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
VSGDX vs. DODIX - Dividend Comparison
VSGDX's dividend yield for the trailing twelve months is around 3.57%, less than DODIX's 4.28% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSGDX Vanguard Short-Term Federal Fund Admiral Shares | 3.57% | 3.79% | 3.56% | 3.42% | 1.78% | 1.45% | 1.78% | 2.42% | 2.02% | 1.46% | 1.43% | 1.30% |
DODIX Dodge & Cox Income Fund | 4.28% | 4.23% | 4.24% | 3.86% | 2.19% | 3.23% | 4.66% | 3.63% | 3.43% | 3.03% | 3.25% | 3.09% |
Drawdowns
VSGDX vs. DODIX - Drawdown Comparison
The maximum VSGDX drawdown since its inception was -7.29%, smaller than the maximum DODIX drawdown of -16.89%. Use the drawdown chart below to compare losses from any high point for VSGDX and DODIX.
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Drawdown Indicators
| VSGDX | DODIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.29% | -16.89% | +9.60% |
Max Drawdown (1Y)Largest decline over 1 year | -1.35% | -2.94% | +1.59% |
Max Drawdown (5Y)Largest decline over 5 years | -7.29% | -16.89% | +9.60% |
Max Drawdown (10Y)Largest decline over 10 years | -7.29% | -16.89% | +9.60% |
Current DrawdownCurrent decline from peak | -0.87% | -2.09% | +1.22% |
Average DrawdownAverage peak-to-trough decline | -0.73% | -1.50% | +0.77% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 0.37% | 0.99% | -0.62% |
Volatility
VSGDX vs. DODIX - Volatility Comparison
The current volatility for Vanguard Short-Term Federal Fund Admiral Shares (VSGDX) is 0.74%, while Dodge & Cox Income Fund (DODIX) has a volatility of 1.82%. This indicates that VSGDX 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.
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Volatility by Period
| VSGDX | DODIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 0.74% | 1.82% | -1.08% |
Volatility (6M)Calculated over the trailing 6-month period | 1.36% | 2.80% | -1.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 2.25% | 4.60% | -2.35% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 2.64% | 5.52% | -2.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 2.14% | 4.42% | -2.28% |