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Vanguard Dividend Appreciation ETF (VIG)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

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
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.


Expense ratio chart for VIG: current value at 0.06% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.06%

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Vanguard Dividend Appreciation ETF

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

Performance

Performance Chart

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%20.00%25.00%NovemberDecember2024FebruaryMarchApril
16.49%
21.11%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

S&P 500

Returns By Period

Vanguard Dividend Appreciation ETF had a return of 4.07% year-to-date (YTD) and 14.77% in the last 12 months. Over the past 10 years, Vanguard Dividend Appreciation ETF had an annualized return of 11.12%, outperforming the S&P 500 benchmark which had an annualized return of 10.55%.


PeriodReturnBenchmark
Year-To-Date4.07%6.30%
1 month-2.58%-3.13%
6 months16.11%19.37%
1 year14.77%22.56%
5 years (annualized)11.57%11.65%
10 years (annualized)11.12%10.55%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20241.23%3.41%2.80%
2023-4.26%-1.47%7.47%4.13%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of VIG is 72, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.

The Risk-Adjusted Performance Rank of VIG is 7272
Vanguard Dividend Appreciation ETF(VIG)
The Sharpe Ratio Rank of VIG is 7272Sharpe Ratio Rank
The Sortino Ratio Rank of VIG is 7272Sortino Ratio Rank
The Omega Ratio Rank of VIG is 7171Omega Ratio Rank
The Calmar Ratio Rank of VIG is 7979Calmar Ratio Rank
The Martin Ratio Rank of VIG is 6666Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


VIG
Sharpe ratio
The chart of Sharpe ratio for VIG, currently valued at 1.50, compared to the broader market-1.000.001.002.003.004.001.50
Sortino ratio
The chart of Sortino ratio for VIG, currently valued at 2.20, compared to the broader market-2.000.002.004.006.008.002.20
Omega ratio
The chart of Omega ratio for VIG, currently valued at 1.26, compared to the broader market1.001.502.001.26
Calmar ratio
The chart of Calmar ratio for VIG, currently valued at 1.55, compared to the broader market0.002.004.006.008.0010.001.55
Martin ratio
The chart of Martin ratio for VIG, currently valued at 4.96, compared to the broader market0.0010.0020.0030.0040.0050.0060.004.96
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.92, compared to the broader market-1.000.001.002.003.004.001.92
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.78, compared to the broader market-2.000.002.004.006.008.002.78
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market1.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.47, compared to the broader market0.002.004.006.008.0010.001.47
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.64, compared to the broader market0.0010.0020.0030.0040.0050.0060.007.64

Sharpe Ratio

The current Vanguard Dividend Appreciation ETF Sharpe ratio is 1.50. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.50
1.92
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Dividend Appreciation ETF granted a 1.83% dividend yield in the last twelve months. The annual payout for that period amounted to $3.23 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.23$3.21$2.97$2.66$2.30$2.13$2.04$1.92$1.83$1.82$1.59$1.39

Dividend yield

1.83%1.88%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%1.95%1.84%

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
2024$0.00$0.00$0.77
2023$0.00$0.00$0.75$0.00$0.00$0.77$0.00$0.00$0.77$0.00$0.00$0.92
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$0.29$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.40

Drawdowns

Drawdowns Chart

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


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-3.49%
-3.50%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Vanguard Dividend Appreciation 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 Dividend Appreciation ETF was 46.81%, occurring on Mar 9, 2009. Recovery took 491 trading sessions.

The current Vanguard Dividend Appreciation ETF drawdown is 3.49%.


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, 2022300Dec 11, 2023486
-17.28%Sep 24, 201864Dec 24, 201870Apr 5, 2019134
-16.95%Jul 8, 201161Oct 3, 201185Feb 3, 2012146

Volatility

Volatility Chart

The current Vanguard Dividend Appreciation ETF volatility is 3.09%, 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.


1.50%2.00%2.50%3.00%3.50%4.00%4.50%5.00%NovemberDecember2024FebruaryMarchApril
3.09%
3.58%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)