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Vanguard Dividend Appreciation ETF (VIG)

ETF · Currency in USD · Last updated Sep 21, 2023

The Vanguard Dividend Appreciation ETF (VIG) is a passive exchange-traded fund (ETF) managed by Vanguard. It tracks the investment results of the NASDAQ US Dividend Achievers Select Index, which is made up of U.S. stocks with a history of increasing dividends. VIG was launched on April 21, 2006, and has an expense ratio of 0.06%, which is relatively low compared to other ETFs. This means that it has low annual fees, making it a cost-effective option for investors who want to gain exposure to a diverse range of dividend-paying stocks in the U.S.

Summary

ETF Info

ISINUS9219088443
CUSIP921908844
IssuerVanguard
Inception DateApr 21, 2006
RegionNorth America (U.S.)
CategoryLarge Cap Growth Equities, Dividend
Index TrackedNASDAQ US Dividend Achievers Select Index
ETF Home Pageadvisors.vanguard.com
Asset ClassEquity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

The Vanguard Dividend Appreciation ETF has an expense ratio of 0.06% which is considered to be low.


0.06%
0.00%2.15%

Share Price Chart


Loading data...

Performance

The chart shows the growth of an initial investment of $10,000 in Vanguard Dividend Appreciation ETF, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%5.00%10.00%15.00%AprilMayJuneJulyAugustSeptember
8.00%
10.86%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

Search for stocks, ETFs, and funds to compare with VIG

Vanguard Dividend Appreciation ETF

Popular comparisons: VIG vs. VOO, VIG vs. SCHD, VIG vs. VTI, VIG vs. VDIGX, VIG vs. DGRO, VIG vs. VYM, VIG vs. VTV, VIG vs. NOBL, VIG vs. DVY, VIG vs. VDADX

Return

Vanguard Dividend Appreciation ETF had a return of 6.67% year-to-date (YTD) and 12.97% in the last 12 months. Over the past 10 years, Vanguard Dividend Appreciation ETF had an annualized return of 10.70%, outperforming the S&P 500 benchmark which had an annualized return of 9.93%.


PeriodReturnBenchmark
1 month-0.02%0.06%
6 months8.89%11.82%
Year-To-Date6.67%14.66%
1 year12.97%14.17%
5 years (annualized)9.44%8.51%
10 years (annualized)10.70%9.93%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-2.74%1.85%2.31%-2.74%6.50%2.35%-1.89%

Risk-Adjusted Performance

This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and S&P 500 (^GSPC). 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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
VIG
Vanguard Dividend Appreciation ETF
0.77
^GSPC
S&P 500
0.74

Sharpe Ratio

The current Vanguard Dividend Appreciation ETF Sharpe ratio is 0.77. A Sharpe ratio between 0 and 1.0 is considered sub-optimal.


Rolling 12-month Sharpe Ratio-0.500.000.501.00AprilMayJuneJulyAugustSeptember
0.77
0.74
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Dividend History

Vanguard Dividend Appreciation ETF granted a 1.49% dividend yield in the last twelve months. The annual payout for that period amounted to $2.39 per share.


PeriodTTM20222021202020192018201720162015201420132012
Dividend$2.39$2.97$2.66$2.30$2.13$2.04$1.92$1.83$1.82$1.59$1.39$1.41

Dividend yield

1.49%1.98%1.60%1.70%1.83%2.26%2.09%2.43%2.71%2.31%2.23%2.92%

Monthly Dividends

The table displays the monthly dividend distributions for Vanguard Dividend Appreciation ETF. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDec
2023$0.00$0.00$0.75$0.00$0.00$0.77$0.00$0.00
2022$0.00$0.00$0.69$0.00$0.00$0.69$0.00$0.00$0.72$0.00$0.00$0.87
2021$0.00$0.00$0.51$0.00$0.00$0.68$0.00$0.00$0.70$0.00$0.00$0.77
2020$0.00$0.00$0.47$0.00$0.00$0.60$0.00$0.00$0.56$0.00$0.00$0.66
2019$0.00$0.00$0.51$0.00$0.00$0.47$0.00$0.00$0.55$0.00$0.00$0.60
2018$0.00$0.00$0.40$0.00$0.00$0.57$0.00$0.00$0.50$0.00$0.00$0.58
2017$0.00$0.00$0.43$0.00$0.00$0.52$0.00$0.00$0.43$0.00$0.00$0.55
2016$0.00$0.00$0.41$0.00$0.00$0.45$0.00$0.00$0.39$0.00$0.00$0.58
2015$0.00$0.00$0.46$0.00$0.00$0.44$0.00$0.00$0.44$0.00$0.00$0.48
2014$0.00$0.00$0.33$0.00$0.00$0.41$0.00$0.00$0.39$0.00$0.00$0.46
2013$0.00$0.00$0.29$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.40
2012$0.27$0.00$0.00$0.32$0.00$0.00$0.32$0.00$0.00$0.50

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-15.00%-10.00%-5.00%0.00%AprilMayJuneJulyAugustSeptember
-4.05%
-8.22%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below shows the maximum drawdowns of the Vanguard Dividend Appreciation ETF. 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 Vanguard Dividend Appreciation ETF is 46.81%, recorded on Mar 9, 2009. It took 491 trading sessions for the portfolio to recover.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-46.81%Oct 10, 2007355Mar 9, 2009491Feb 16, 2011846
-31.72%Feb 18, 202025Mar 23, 2020109Aug 26, 2020134
-20.4%Jan 5, 2022186Sep 30, 2022
-17.28%Sep 24, 201864Dec 24, 201870Apr 5, 2019134
-16.95%Jul 8, 201161Oct 3, 201185Feb 3, 2012146

Volatility Chart

The current Vanguard Dividend Appreciation ETF volatility is 2.74%, 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.


2.00%2.50%3.00%3.50%4.00%4.50%5.00%5.50%AprilMayJuneJulyAugustSeptember
2.74%
3.47%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Alternatives


SymbolInceptionExpense RatioYTD Ret.10Y Ann. Ret.Div. YieldMax. DrawdownSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
DGROJun 10, 20140.08%3.9%10.7%2.4%-35.1%0.61.11.11.13.3%
DIVSMar 29, 20210.65%9.1%N/A5.4%-20.7%1.11.91.22.32.3%
DVYNov 3, 20030.39%-4.8%9.0%3.7%-62.6%-0.10.11.0-0.26.9%
SCHDOct 20, 20110.06%-1.5%11.2%4.5%-33.4%0.40.81.10.55.2%
VOOSep 7, 20100.03%16.1%12.0%1.5%-34.0%0.91.61.21.83.2%
VTIMay 24, 20010.03%15.2%11.4%1.9%-55.5%0.81.31.11.83.3%
VYMNov 10, 20060.06%0.5%9.6%3.2%-57.0%0.50.91.10.74.3%