VSMPX vs. DODGX
Compare and contrast key facts about Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) and Dodge & Cox Stock Fund Class I (DODGX).
VSMPX is managed by Vanguard. It was launched on Apr 28, 2015. DODGX is managed by Dodge & Cox. It was launched on Jan 4, 1965.
Performance
VSMPX vs. DODGX - Performance Comparison
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VSMPX vs. DODGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | -3.97% | 17.15% | 23.26% | 26.53% | -19.50% | 25.74% | 21.01% | 30.79% | -5.16% | 21.19% |
DODGX Dodge & Cox Stock Fund Class I | -1.65% | 13.66% | 14.36% | 17.49% | -7.25% | 31.72% | 7.10% | 24.30% | -7.15% | 18.33% |
Returns By Period
In the year-to-date period, VSMPX achieves a -3.97% return, which is significantly lower than DODGX's -1.65% return. Over the past 10 years, VSMPX has outperformed DODGX with an annualized return of 13.62%, while DODGX has yielded a comparatively lower 12.55% annualized return.
VSMPX
- 1D
- 2.97%
- 1M
- -5.09%
- YTD
- -3.97%
- 6M
- -1.96%
- 1Y
- 17.73%
- 3Y*
- 17.86%
- 5Y*
- 10.50%
- 10Y*
- 13.62%
DODGX
- 1D
- 2.09%
- 1M
- -5.31%
- YTD
- -1.65%
- 6M
- 0.63%
- 1Y
- 8.01%
- 3Y*
- 13.95%
- 5Y*
- 9.38%
- 10Y*
- 12.55%
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VSMPX vs. DODGX - Expense Ratio Comparison
VSMPX has a 0.02% expense ratio, which is lower than DODGX's 0.51% expense ratio.
Return for Risk
VSMPX vs. DODGX — Risk / Return Rank
VSMPX
DODGX
VSMPX vs. DODGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) 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.
| VSMPX | DODGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.98 | 0.49 | +0.49 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.78 | +0.72 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.11 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.51 | 0.60 | +0.91 |
Martin ratioReturn relative to average drawdown | 7.25 | 2.50 | +4.75 |
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
| VSMPX | DODGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.98 | 0.49 | +0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.59 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.65 | +0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.74 | 0.62 | +0.12 |
Correlation
The correlation between VSMPX and DODGX is 0.86, 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.
Dividends
VSMPX vs. DODGX - Dividend Comparison
VSMPX's dividend yield for the trailing twelve months is around 1.18%, less than DODGX's 9.89% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSMPX Vanguard Total Stock Market Index Fund Institutional Plus Shares | 1.18% | 1.13% | 1.27% | 1.43% | 1.67% | 1.22% | 1.43% | 1.78% | 2.05% | 1.73% | 1.95% | 0.00% |
DODGX Dodge & Cox Stock Fund Class I | 9.89% | 9.86% | 8.20% | 3.76% | 5.47% | 3.22% | 6.74% | 10.23% | 9.69% | 6.78% | 6.26% | 5.36% |
Drawdowns
VSMPX vs. DODGX - Drawdown Comparison
The maximum VSMPX drawdown since its inception was -34.97%, smaller than the maximum DODGX drawdown of -63.24%. Use the drawdown chart below to compare losses from any high point for VSMPX and DODGX.
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Drawdown Indicators
| VSMPX | DODGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.97% | -63.24% | +28.27% |
Max Drawdown (1Y)Largest decline over 1 year | -12.41% | -12.23% | -0.18% |
Max Drawdown (5Y)Largest decline over 5 years | -25.35% | -21.85% | -3.50% |
Max Drawdown (10Y)Largest decline over 10 years | -34.97% | -40.41% | +5.44% |
Current DrawdownCurrent decline from peak | -6.21% | -5.31% | -0.90% |
Average DrawdownAverage peak-to-trough decline | -4.65% | -7.53% | +2.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.59% | 2.94% | -0.35% |
Volatility
VSMPX vs. DODGX - Volatility Comparison
Vanguard Total Stock Market Index Fund Institutional Plus Shares (VSMPX) has a higher volatility of 5.49% compared to Dodge & Cox Stock Fund Class I (DODGX) at 4.23%. This indicates that VSMPX's price experiences larger fluctuations and is considered to be riskier than DODGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VSMPX | DODGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.49% | 4.23% | +1.26% |
Volatility (6M)Calculated over the trailing 6-month period | 9.79% | 8.72% | +1.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.61% | 16.33% | +2.28% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.37% | 16.05% | +1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.39% | 19.25% | -0.86% |