Vanguard Dividend Appreciation ETF (VIG)
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.
ETF Info
| ISIN | US9219088443 |
|---|---|
| CUSIP | 921908844 |
| Issuer | Vanguard |
| Inception Date | Apr 21, 2006 |
| Region | North America (U.S.) |
| Category | Large Cap Growth Equities, Dividend |
| Index Tracked | NASDAQ US Dividend Achievers Select Index |
| ETF Home Page | advisors.vanguard.com |
| Asset Class | Equity |
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.
Share Price Chart
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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.
Compare to other instruments
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%.
| Period | Return | Benchmark |
|---|---|---|
| 1 month | -0.02% | 0.06% |
| 6 months | 8.89% | 11.82% |
| Year-To-Date | 6.67% | 14.66% |
| 1 year | 12.97% | 14.17% |
| 5 years (annualized) | 9.44% | 8.51% |
| 10 years (annualized) | 10.70% | 9.93% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 0.77 | ||||
^GSPC S&P 500 | 0.74 |
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.
| Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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.
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, 2007 | 355 | Mar 9, 2009 | 491 | Feb 16, 2011 | 846 |
| -31.72% | Feb 18, 2020 | 25 | Mar 23, 2020 | 109 | Aug 26, 2020 | 134 |
| -20.4% | Jan 5, 2022 | 186 | Sep 30, 2022 | — | — | — |
| -17.28% | Sep 24, 2018 | 64 | Dec 24, 2018 | 70 | Apr 5, 2019 | 134 |
| -16.95% | Jul 8, 2011 | 61 | Oct 3, 2011 | 85 | Feb 3, 2012 | 146 |
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.
Alternatives
| Symbol | Inception | Expense Ratio | YTD Ret. | 10Y Ann. Ret. | Div. Yield | Max. Drawdown | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DGRO | Jun 10, 2014 | 0.08% | 3.9% | 10.7% | 2.4% | -35.1% | 0.6 | 1.1 | 1.1 | 1.1 | 3.3% |
| DIVS | Mar 29, 2021 | 0.65% | 9.1% | N/A | 5.4% | -20.7% | 1.1 | 1.9 | 1.2 | 2.3 | 2.3% |
| DVY | Nov 3, 2003 | 0.39% | -4.8% | 9.0% | 3.7% | -62.6% | -0.1 | 0.1 | 1.0 | -0.2 | 6.9% |
| SCHD | Oct 20, 2011 | 0.06% | -1.5% | 11.2% | 4.5% | -33.4% | 0.4 | 0.8 | 1.1 | 0.5 | 5.2% |
| VOO | Sep 7, 2010 | 0.03% | 16.1% | 12.0% | 1.5% | -34.0% | 0.9 | 1.6 | 1.2 | 1.8 | 3.2% |
| VTI | May 24, 2001 | 0.03% | 15.2% | 11.4% | 1.9% | -55.5% | 0.8 | 1.3 | 1.1 | 1.8 | 3.3% |
| VYM | Nov 10, 2006 | 0.06% | 0.5% | 9.6% | 3.2% | -57.0% | 0.5 | 0.9 | 1.1 | 0.7 | 4.3% |