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VTSMX vs. DODFX
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

VTSMX vs. DODFX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Dodge & Cox International Stock Fund (DODFX). The values are adjusted to include any dividend payments, if applicable.

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VTSMX vs. DODFX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VTSMX
Vanguard Total Stock Market Index Fund Investor Shares
-6.76%16.63%22.76%26.38%-19.60%25.59%20.87%30.63%-5.27%21.05%
DODFX
Dodge & Cox International Stock Fund
-1.76%38.77%3.74%16.70%-6.78%10.99%5.15%22.79%-18.01%23.95%

Returns By Period

In the year-to-date period, VTSMX achieves a -6.76% return, which is significantly lower than DODFX's -1.76% return. Over the past 10 years, VTSMX has outperformed DODFX with an annualized return of 13.09%, while DODFX has yielded a comparatively lower 9.82% annualized return.


VTSMX

1D
-0.47%
1M
-7.71%
YTD
-6.76%
6M
-4.51%
1Y
14.67%
3Y*
16.35%
5Y*
9.87%
10Y*
13.09%

DODFX

1D
-0.06%
1M
-10.86%
YTD
-1.76%
6M
3.38%
1Y
24.29%
3Y*
15.85%
5Y*
9.77%
10Y*
9.82%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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VTSMX vs. DODFX - Expense Ratio Comparison

VTSMX has a 0.14% expense ratio, which is lower than DODFX's 0.62% expense ratio.


Return for Risk

VTSMX vs. DODFX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VTSMX
VTSMX Risk / Return Rank: 4545
Overall Rank
VTSMX Sharpe Ratio Rank: 4141
Sharpe Ratio Rank
VTSMX Sortino Ratio Rank: 4444
Sortino Ratio Rank
VTSMX Omega Ratio Rank: 4848
Omega Ratio Rank
VTSMX Calmar Ratio Rank: 4141
Calmar Ratio Rank
VTSMX Martin Ratio Rank: 5353
Martin Ratio Rank

DODFX
DODFX Risk / Return Rank: 8080
Overall Rank
DODFX Sharpe Ratio Rank: 8484
Sharpe Ratio Rank
DODFX Sortino Ratio Rank: 8080
Sortino Ratio Rank
DODFX Omega Ratio Rank: 8181
Omega Ratio Rank
DODFX Calmar Ratio Rank: 7979
Calmar Ratio Rank
DODFX Martin Ratio Rank: 7676
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VTSMX vs. DODFX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) and Dodge & Cox International Stock Fund (DODFX). 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.


VTSMXDODFXDifference

Sharpe ratio

Return per unit of total volatility

0.83

1.56

-0.73

Sortino ratio

Return per unit of downside risk

1.29

2.02

-0.73

Omega ratio

Gain probability vs. loss probability

1.19

1.31

-0.12

Calmar ratio

Return relative to maximum drawdown

1.04

1.86

-0.82

Martin ratio

Return relative to average drawdown

5.04

7.28

-2.24

VTSMX vs. DODFX - Sharpe Ratio Comparison

The current VTSMX Sharpe Ratio is 0.83, which is lower than the DODFX Sharpe Ratio of 1.56. The chart below compares the historical Sharpe Ratios of VTSMX and DODFX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


VTSMXDODFXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.83

1.56

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.57

0.62

-0.05

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.71

0.54

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.39

+0.17

Correlation

The correlation between VTSMX and DODFX is 0.74, 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

VTSMX vs. DODFX - Dividend Comparison

VTSMX's dividend yield for the trailing twelve months is around 1.12%, less than DODFX's 5.15% yield.


TTM20252024202320222021202020192018201720162015
VTSMX
Vanguard Total Stock Market Index Fund Investor Shares
1.12%0.75%0.89%1.33%1.54%1.11%1.33%1.67%1.92%1.61%1.83%1.86%
DODFX
Dodge & Cox International Stock Fund
5.15%5.05%2.25%2.29%2.23%2.49%4.21%3.93%2.93%1.93%3.66%2.30%

Drawdowns

VTSMX vs. DODFX - Drawdown Comparison

The maximum VTSMX drawdown since its inception was -55.38%, smaller than the maximum DODFX drawdown of -63.23%. Use the drawdown chart below to compare losses from any high point for VTSMX and DODFX.


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Drawdown Indicators


VTSMXDODFXDifference

Max Drawdown

Largest peak-to-trough decline

-55.38%

-63.23%

+7.85%

Max Drawdown (1Y)

Largest decline over 1 year

-12.41%

-11.42%

-0.99%

Max Drawdown (5Y)

Largest decline over 5 years

-25.43%

-24.52%

-0.91%

Max Drawdown (10Y)

Largest decline over 10 years

-34.98%

-44.61%

+9.63%

Current Drawdown

Current decline from peak

-8.93%

-10.86%

+1.93%

Average Drawdown

Average peak-to-trough decline

-8.94%

-11.72%

+2.78%

Ulcer Index

Depth and duration of drawdowns from previous peaks

2.56%

3.00%

-0.44%

Volatility

VTSMX vs. DODFX - Volatility Comparison

The current volatility for Vanguard Total Stock Market Index Fund Investor Shares (VTSMX) is 4.39%, while Dodge & Cox International Stock Fund (DODFX) has a volatility of 6.58%. This indicates that VTSMX experiences smaller price fluctuations and is considered to be less risky than DODFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VTSMXDODFXDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.39%

6.58%

-2.19%

Volatility (6M)

Calculated over the trailing 6-month period

9.33%

9.74%

-0.41%

Volatility (1Y)

Calculated over the trailing 1-year period

18.42%

15.00%

+3.42%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.33%

15.78%

+1.55%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.37%

18.23%

+0.14%