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

ETF Info

ISIN

US9219088443

CUSIP

921908844

Issuer

Vanguard

Inception Date

Apr 21, 2006

Region

North America (U.S.)

Leveraged

1x

Index Tracked

NASDAQ US Dividend Achievers Select Index

Asset Class

Equity

Asset Class Size

Large-Cap

Asset Class Style

Blend

Expense Ratio

VIG has an expense ratio of 0.06%, which is considered low compared to other funds.


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.


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
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.


-5.00%0.00%5.00%10.00%JulyAugustSeptemberOctoberNovemberDecember
7.84%
9.66%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Returns By Period

Vanguard Dividend Appreciation ETF had a return of 17.76% year-to-date (YTD) and 18.37% in the last 12 months. Over the past 10 years, Vanguard Dividend Appreciation ETF had an annualized return of 11.33%, while the S&P 500 benchmark had an annualized return of 11.11%, indicating that Vanguard Dividend Appreciation ETF performed slightly bigger than the benchmark.


VIG

YTD

17.76%

1M

-2.20%

6M

7.84%

1Y

18.37%

5Y*

11.74%

10Y*

11.33%

^GSPC (Benchmark)

YTD

25.25%

1M

0.08%

6M

9.66%

1Y

25.65%

5Y*

13.17%

10Y*

11.11%

Monthly Returns

The table below presents the monthly returns of VIG, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20241.23%3.41%2.80%-4.13%3.33%1.41%3.97%3.32%1.43%-1.95%5.40%17.76%
20232.90%-2.74%1.85%2.31%-2.74%6.50%2.35%-1.89%-4.26%-1.47%7.47%4.13%14.51%
2022-5.30%-2.80%3.02%-5.12%-0.07%-6.22%6.80%-3.45%-8.18%9.96%6.75%-3.73%-9.81%
2021-2.92%1.58%6.03%4.03%1.76%-0.14%3.18%1.67%-4.99%6.93%-1.38%6.52%23.76%
20200.57%-8.34%-9.59%9.88%3.60%0.09%4.98%6.16%-1.05%-2.27%10.04%2.51%15.43%
20196.32%4.58%1.14%3.72%-4.63%6.63%2.23%0.59%1.45%0.03%2.45%2.22%29.62%
20185.02%-4.03%-1.33%-0.93%1.77%0.30%4.68%2.80%1.68%-6.36%4.14%-8.75%-2.08%
20171.76%4.33%-0.07%1.72%1.57%0.27%0.73%-0.36%2.38%2.10%4.48%1.44%22.22%
2016-2.29%1.13%6.28%-0.33%0.95%2.38%2.29%0.01%-0.98%-1.93%2.98%1.17%11.96%
2015-3.38%5.59%-2.27%-0.21%0.96%-2.54%2.16%-5.87%-1.84%6.74%0.27%-0.87%-1.94%
2014-5.01%4.90%0.79%1.01%1.61%1.48%-3.31%3.65%-1.01%2.65%3.22%0.12%10.08%
20135.93%1.16%3.39%1.67%1.15%-1.51%5.41%-3.57%3.97%4.17%2.32%1.96%28.87%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, VIG is among the top 20% of ETFs on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of VIG is 8080
Overall Rank
The Sharpe Ratio Rank of VIG is 7777
Sharpe Ratio Rank
The Sortino Ratio Rank of VIG is 7777
Sortino Ratio Rank
The Omega Ratio Rank of VIG is 7676
Omega Ratio Rank
The Calmar Ratio Rank of VIG is 8989
Calmar Ratio Rank
The Martin Ratio Rank of VIG is 7979
Martin 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.


Sharpe ratio
The chart of Sharpe ratio for VIG, currently valued at 1.83, compared to the broader market0.002.004.001.832.07
The chart of Sortino ratio for VIG, currently valued at 2.57, compared to the broader market-2.000.002.004.006.008.0010.002.572.76
The chart of Omega ratio for VIG, currently valued at 1.34, compared to the broader market0.501.001.502.002.503.001.341.39
The chart of Calmar ratio for VIG, currently valued at 3.67, compared to the broader market0.005.0010.0015.003.673.05
The chart of Martin ratio for VIG, currently valued at 11.32, compared to the broader market0.0020.0040.0060.0080.00100.0011.3213.27
VIG
^GSPC

The current Vanguard Dividend Appreciation ETF Sharpe ratio is 1.83. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Vanguard Dividend Appreciation ETF with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
1.83
2.07
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)

Dividends

Dividend History

Vanguard Dividend Appreciation ETF provided a 1.71% dividend yield over the last twelve months, with an annual payout of $3.38 per share. The fund has been increasing its distributions for 10 consecutive years.


1.60%1.80%2.00%2.20%2.40%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.38$3.21$2.97$2.66$2.30$2.13$2.04$1.92$1.83$1.82$1.59$1.39

Dividend yield

1.71%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.77$0.00$0.00$0.90$0.00$0.00$0.84$0.00$0.00$0.88$3.38
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$3.21
2022$0.00$0.00$0.69$0.00$0.00$0.70$0.00$0.00$0.72$0.00$0.00$0.87$2.97
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$2.66
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$2.30
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$2.13
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$2.04
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$1.92
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$1.83
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$1.82
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$1.59
2013$0.29$0.00$0.00$0.35$0.00$0.00$0.36$0.00$0.00$0.40$1.39

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.


-8.00%-6.00%-4.00%-2.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-3.26%
-1.91%
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 3.26%.


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
-20.39%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 3.36%, 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%3.00%4.00%5.00%6.00%JulyAugustSeptemberOctoberNovemberDecember
3.36%
3.82%
VIG (Vanguard Dividend Appreciation ETF)
Benchmark (^GSPC)
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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