VIG/VGSH
90/10 Buffett Dividend Growth
Asset Allocation
| Position | Category/Sector | Weight |
|---|---|---|
VGSH Vanguard Short-Term Treasury ETF | Government Bonds | 10% |
VIG Vanguard Dividend Appreciation ETF | Large Cap Growth Equities, Dividend | 90% |
Performance
The chart shows the growth of an initial investment of $10,000 in VIG/VGSH, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends. The portfolio is rebalanced Quarterly
Returns
As of Oct 2, 2023, the VIG/VGSH returned 3.67% Year-To-Date and 9.70% of annualized return in the last 10 years.
| 1 month | 6 months | Year-To-Date | 1 year | 5 years (annualized) | 10 years (annualized) | |
|---|---|---|---|---|---|---|
| Benchmark | -5.04% | 4.35% | 11.68% | 19.59% | 7.99% | 9.86% |
| VIG/VGSH | -4.05% | 1.72% | 3.67% | 15.85% | 8.37% | 9.70% |
| Portfolio components: | ||||||
VIG Vanguard Dividend Appreciation ETF | -4.50% | 1.88% | 3.85% | 17.35% | 9.05% | 10.63% |
VGSH Vanguard Short-Term Treasury ETF | -0.05% | 0.01% | 1.68% | 2.39% | 0.99% | 0.73% |
| Returns over 1 year are annualized | ||||||
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | 1.83% | 2.11% | -2.51% | 5.80% | 2.15% | -1.66% |
Dividend yield
VIG/VGSH granted a 2.10% dividend yield in the last twelve months.
| TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| VIG/VGSH | 2.10% | 1.91% | 1.51% | 1.72% | 1.90% | 2.24% | 2.01% | 2.29% | 2.53% | 2.14% | 2.06% | 2.70% |
| Portfolio components: | ||||||||||||
VIG Vanguard Dividend Appreciation ETF | 2.03% | 1.99% | 1.60% | 1.71% | 1.84% | 2.27% | 2.10% | 2.44% | 2.72% | 2.32% | 2.24% | 2.93% |
VGSH Vanguard Short-Term Treasury ETF | 2.71% | 1.17% | 0.69% | 1.81% | 2.41% | 1.94% | 1.21% | 0.92% | 0.79% | 0.52% | 0.38% | 0.60% |
Expense Ratio
The VIG/VGSH has an expense ratio of 0.06% which is considered to be low. Below you can find the expense ratios of portfolio funds side-by-side and effortlessly compare their relative costs.
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for positions. 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.
| Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 0.94 | ||||
VGSH Vanguard Short-Term Treasury ETF | 0.82 |
Asset Correlations Table
| VGSH | VIG | |
|---|---|---|
| VGSH | 1.00 | -0.15 |
| VIG | -0.15 | 1.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the VIG/VGSH. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the VIG/VGSH is 28.46%, recorded on Mar 23, 2020. It took 107 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -28.46% | Feb 18, 2020 | 25 | Mar 23, 2020 | 107 | Aug 24, 2020 | 132 |
| -18.87% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -15.46% | Sep 24, 2018 | 64 | Dec 24, 2018 | 66 | Apr 1, 2019 | 130 |
| -15.29% | Jul 8, 2011 | 61 | Oct 3, 2011 | 78 | Jan 25, 2012 | 139 |
| -11.74% | Apr 26, 2010 | 49 | Jul 2, 2010 | 71 | Oct 13, 2010 | 120 |
Volatility Chart
The current VIG/VGSH volatility is 2.43%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.