DODGX vs VXUS

DODGX vs VXUS
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Quick Verdict

VXUS has a lower expense ratio. VXUS delivered stronger 1-year returns. VXUS offers more diversification with 8,747 holdings.

Lower Fees: VXUSHigher Returns: VXUSMore Diversified: VXUS

Side-by-Side Comparison

MetricDODGXVXUSWinner
Expense Ratio0.51%0.05%
AUM$79.3B$158.1B
Dividend Yield8.73%2.59%
Holdings918,747
YTD Return+9.88%+14.33%
1Y Return-93.31%+25.32%
3Y Return (annualized)-57.02%+20.47%
5Y Return (annualized)-40.41%+9.72%
Volatility (annualized)45.0%15.1%
Max Drawdown-94.5%-39.9%
Fund FamilyDodge & Cox FundsVanguard (US)
CategoryEquityEquity
InceptionJan 4, 1965Jan 26, 2011

DODGX vs VXUS Performance

Dodge & Cox Stock Fund (DODGX) is a mutual fund from Dodge & Cox Funds and Vanguard Total International Stock ETF (VXUS) is a ETF from Vanguard (US). Over the past year DODGX returned -93.31% while VXUS returned +25.32%. Year to date, DODGX is up 9.88% versus a gain of 14.33% for VXUS.

Over three years, DODGX compounded at -57.02% per year against +20.47% for VXUS; over five years the annualized figures are -40.41% and +9.72% respectively. Across the full 5-year window we track, VXUS has the edge at +4.84% 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 15.1% for VXUS. 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 -39.9% for VXUS. 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 0.24. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

DODGX charges 0.51% per year while VXUS charges 0.05%. On a $10,000 position that is $51 vs $5 annually, a gap of $46 per year that compounds over a long holding period. On income, DODGX currently yields 8.73% against 2.59% for VXUS.

Holdings Overlap

3.0%overlap

DODGX and VXUS share 3 holdings out of 7952 unique holdings combined, representing a 3.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in DODGXWeight in VXUSDifference
2330:TW2.49%3.41%0.92%
GSK:LN2.07%0.27%1.80%
BN:CA1.00%0.21%0.79%

Frequently Asked Questions

Which is cheaper, DODGX or VXUS?

DODGX has an expense ratio of 0.51% while VXUS charges 0.05%. VXUS is the cheaper option. On a $10,000 investment, that is $46 per year of difference.

Which performed better, DODGX or VXUS?

Over the past year DODGX returned -93.31% vs +25.32% for VXUS, so VXUS leads on 1-year performance. Over the longest common window we track (5 years), DODGX annualized -40.41% vs +4.84% for VXUS. Past performance does not guarantee future results.

Which is riskier, DODGX or VXUS?

DODGX has been the more volatile fund at 45.0% annualized versus 15.1% for VXUS. Worst drawdown: DODGX -94.5% vs VXUS -39.9%.

Should I hold both DODGX and VXUS?

DODGX and VXUS have a monthly-return correlation of 0.24, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between DODGX and VXUS?

DODGX and VXUS share 3 common holdings with a 3.0% weight overlap. Combined, they hold 7952 unique securities.

Which pays a higher dividend, DODGX or VXUS?

DODGX yields 8.73% while VXUS yields 2.59%, so DODGX currently pays the higher dividend yield.

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