- Issuer
- Vanguard
- Inception Date
- Nov 14, 2025
- Category
- Large Cap Value Equities, Dividend
- Leveraged
- 1x (No leverage)
- Index Tracked
- No Index (Active)
- Domicile
- United States
- Distribution Policy
- Distributing
- Asset Class
- Equity
- Asset Class Size
- Large-Cap
- Asset Class Style
- Blend
Share Price Chart
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Performance
VDIG Performance Chart
Vanguard Wellington Dividend Growth Active ETF (VDIG) is up 1.6% since the beginning of the year. VDIG is currently trading at $62 per share.
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Returns By Period
Vanguard Wellington Dividend Growth Active ETF
- 1D
- 0.60%
- 1M
- 1.01%
- YTD
- 1.55%
- 6M
- 1.66%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- 0.00%
- 1M
- -0.71%
- YTD
- 8.39%
- 6M
- 8.57%
- 1Y
- 24.33%
- 3Y*
- 18.94%
- 5Y*
- 12.24%
- 10Y*
- 13.54%
VDIG Monthly Returns History
Based on dividend-adjusted daily data since Nov 18, 2025, VDIG's average daily return is +0.04%, while the average monthly return is +0.69%. At this rate, an investment would double in approximately 8.4 years.
Historically, 50% of months were positive and 50% were negative. The best month was Apr 2026 with a return of +6.5%, while the worst month was Mar 2026 at -7.0%. The longest winning streak lasted 2 consecutive months, and the longest losing streak was 2 months.
On a daily basis, VDIG closed higher 51% of trading days. The best single day was Apr 8, 2026 with a return of +2.7%, while the worst single day was Mar 27, 2026 at -1.8%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.51% | -0.71% | -6.96% | 6.54% | 2.74% | -0.08% | 1.55% | ||||||
| 2025 | 3.65% | -0.14% | 3.50% |
Benchmark Metrics
Vanguard Wellington Dividend Growth Active ETF has an annualized alpha of -3.70%, beta of 0.67, and R2 of 0.66 versus S&P 500 Index. Calculated based on daily prices since November 18, 2025.
- This ETF participated in 98.55% of S&P 500 Index downside but only 63.22% of its upside - more exposed to losses than it benefited from rallies.
- This ETF had an annualized alpha of -3.70% versus S&P 500 Index - delivering less than market exposure alone would predict.
- Beta of 0.67 indicates this ETF moves significantly less than S&P 500 Index - a genuinely defensive profile with reduced participation in both market rallies and downturns.
- Alpha
- -3.70%
- Beta
- 0.67
- R²
- 0.66
- Upside Capture
- 63.22%
- Downside Capture
- 98.55%
Expense Ratio
VDIG has an expense ratio of 0.40%, placing it in the medium range.
Return for Risk
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Vanguard Wellington Dividend Growth Active ETF (VDIG) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VDIG | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.35 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.66 | — |
| Martin ratioReturn relative to average drawdown | — | 11.86 | — |
Dividends
Dividend History
Vanguard Wellington Dividend Growth Active ETF provided a 0.13% dividend yield over the last twelve months, with an annual payout of $0.08 per share.
| Period | TTM | 2025 |
|---|---|---|
| Dividend | $0.08 | $0.08 |
Dividend yield | 0.13% | 0.13% |
Monthly Dividends
The table displays the monthly dividend distributions for Vanguard Wellington Dividend Growth Active ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | ||||||
| 2025 | $0.08 | $0.08 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Vanguard Wellington Dividend Growth Active ETF. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Vanguard Wellington Dividend Growth Active ETF was 11.20%, occurring on Mar 27, 2026. The portfolio has not yet recovered.
The current Vanguard Wellington Dividend Growth Active ETF drawdown is 0.54%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2026 correction2026 | -11.20%Mar 2026 | 2mo 14d | — | 5mo 11dJan 2026 - now |
2026 pullback2026 | -1.36%Jan 2026 | 7d | 4d | 11dDec 2025 - Jan 2026 |
2025 pullback2025 | -1.35%Dec 2025 | 7d | 3d | 10dDec 2025 - Dec 2025 |
2025 pullback2025 | -1.16%Dec 2025 | 5d | 7d | 12dDec 2025 - Dec 2025 |
2025 pullback2025 | -0.62%Nov 2025 | 0s | 1d | 1dNov 2025 - Nov 2025 |
Drawdown Indicators
| VDIG | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -11.20% | -56.78% | +45.58% |
Max Drawdown (1Y)Largest decline over 1 year | — | -9.10% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -18.90% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -0.54% | -2.49% | +1.95% |
Average DrawdownAverage peak-to-trough decline | -2.86% | -10.72% | +7.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 2.03% | — |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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