DODGX vs VOO
Dodge & Cox Stock Fund vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. VOO delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | DODGX | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.51% | 0.03% | |
| AUM | $79.3B | $997.4B | |
| Dividend Yield | 8.73% | 1.08% | |
| Holdings | 91 | 509 | |
| YTD Return | +9.88% | +12.25% | |
| 1Y Return | -93.31% | +20.92% | |
| 3Y Return (annualized) | -57.02% | +21.79% | |
| 5Y Return (annualized) | -40.41% | +13.05% | |
| Volatility (annualized) | 45.0% | 14.1% | |
| Max Drawdown | -94.5% | -34.3% | |
| Fund Family | Dodge & Cox Funds | Vanguard (US) | |
| Category | Equity | Equity | |
| Inception | Jan 4, 1965 | Sep 7, 2010 |
DODGX vs VOO Performance
Dodge & Cox Stock Fund (DODGX) is a mutual fund from Dodge & Cox Funds and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year DODGX returned -93.31% while VOO returned +20.92%. Year to date, DODGX is up 9.88% versus a gain of 12.25% for VOO.
Over three years, DODGX compounded at -57.02% per year against +21.79% for VOO; over five years the annualized figures are -40.41% and +13.05% respectively. Across the full 5-year window we track, VOO has the edge at +13.45% annualized vs -40.41%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
DODGX has been the more volatile fund, with annualized monthly volatility of 45.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -94.5% for DODGX and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
The two funds' monthly returns correlate at 0.25. They move independently enough that combining them can meaningfully diversify a portfolio.
Fees and Cost Over Time
DODGX charges 0.51% per year while VOO charges 0.03%. On a $10,000 position that is $51 vs $3 annually, a gap of $48 per year that compounds over a long holding period. On income, DODGX currently yields 8.73% against 1.08% for VOO.
Holdings Overlap
DODGX and VOO share 58 holdings out of 533 unique holdings combined, representing a 14.3% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
Frequently Asked Questions
Which is cheaper, DODGX or VOO?
DODGX has an expense ratio of 0.51% while VOO charges 0.03%. VOO is the cheaper option. On a $10,000 investment, that is $48 per year of difference.
Which performed better, DODGX or VOO?
Over the past year DODGX returned -93.31% vs +20.92% for VOO, so VOO leads on 1-year performance. Over the longest common window we track (5 years), DODGX annualized -40.41% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, DODGX or VOO?
DODGX has been the more volatile fund at 45.0% annualized versus 14.1% for VOO. Worst drawdown: DODGX -94.5% vs VOO -34.3%.
Should I hold both DODGX and VOO?
DODGX and VOO have a monthly-return correlation of 0.25, so combining them can provide real diversification depending on your allocation goals.
What is the holdings overlap between DODGX and VOO?
DODGX and VOO share 58 common holdings with a 14.3% weight overlap. Combined, they hold 533 unique securities.
Which pays a higher dividend, DODGX or VOO?
DODGX yields 8.73% while VOO yields 1.08%, so DODGX currently pays the higher dividend yield.
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