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VDIGX vs. VIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Last updated
Apr 19, 2024
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation ETF (VIG).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or VIG.
Key characteristics
| VDIGX | VIG | |
|---|---|---|
| YTD Return | 1.06% | 2.33% |
| 1Y Return | 6.95% | 13.04% |
| 3Y Return (Ann) | 6.21% | 6.50% |
| 5Y Return (Ann) | 10.51% | 11.21% |
| 10Y Return (Ann) | 10.72% | 10.83% |
| Sharpe Ratio | 0.76 | 1.30 |
| Daily Std Dev | 9.34% | 10.00% |
| Max Drawdown | -45.23% | -46.81% |
| Current Drawdown | -4.96% | -5.11% |
Correlation
The correlation between VDIGX and VIG is 0.96, 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.
Performance
VDIGX vs. VIG - Performance Comparison
In the year-to-date period, VDIGX achieves a 1.06% return, which is significantly lower than VIG's 2.33% return. Both investments have delivered pretty close results over the past 10 years, with VDIGX having a 10.72% annualized return and VIG not far ahead at 10.83%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VDIGX
VIG
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VDIGX vs. VIG - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
VDIGX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation ETF (VIG). 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.
VDIGX vs. VIG - Sharpe Ratio Comparison
The current VDIGX Sharpe Ratio is 0.76, which is lower than the VIG Sharpe Ratio of 1.30. The chart below compares the 12-month rolling Sharpe Ratio of VDIGX and VIG.
VDIGX
VIG
Dividends
VDIGX vs. VIG - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 3.33%, more than VIG's 1.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 3.33% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
VIG Vanguard Dividend Appreciation ETF | 1.86% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VDIGX vs. VIG - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, roughly equal to the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VDIGX and VIG. For additional features, visit the drawdowns tool.
VDIGX
VIG
Volatility
VDIGX vs. VIG - Volatility Comparison
Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.22% and 3.13%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
VDIGX
VIG
