CAIBX vs. VIG
Compare and contrast key facts about American Funds Capital Income Builder Class A (CAIBX) and Vanguard Dividend Appreciation ETF (VIG).
CAIBX is managed by American Funds. It was launched on Jul 30, 1987. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
CAIBX vs. VIG - Performance Comparison
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CAIBX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 1.65% | 20.39% | 10.24% | 8.95% | -7.14% | 14.99% | 3.20% | 17.23% | -7.28% | 13.99% |
VIG Vanguard Dividend Appreciation ETF | -1.48% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, CAIBX achieves a 1.65% return, which is significantly higher than VIG's -1.48% return. Over the past 10 years, CAIBX has underperformed VIG with an annualized return of 7.54%, while VIG has yielded a comparatively higher 12.29% annualized return.
CAIBX
- 1D
- 1.50%
- 1M
- -4.13%
- YTD
- 1.65%
- 6M
- 4.25%
- 1Y
- 16.20%
- 3Y*
- 12.93%
- 5Y*
- 8.22%
- 10Y*
- 7.54%
VIG
- 1D
- 0.29%
- 1M
- -4.68%
- YTD
- -1.48%
- 6M
- 0.22%
- 1Y
- 13.20%
- 3Y*
- 13.91%
- 5Y*
- 9.83%
- 10Y*
- 12.29%
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CAIBX vs. VIG - Expense Ratio Comparison
CAIBX has a 0.59% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
CAIBX vs. VIG — Risk / Return Rank
CAIBX
VIG
CAIBX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds Capital Income Builder Class A (CAIBX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| CAIBX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.62 | 0.87 | +0.75 |
Sortino ratioReturn per unit of downside risk | 2.20 | 1.33 | +0.88 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.19 | +0.14 |
Calmar ratioReturn relative to maximum drawdown | 2.01 | 1.20 | +0.81 |
Martin ratioReturn relative to average drawdown | 9.18 | 5.31 | +3.87 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAIBX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.62 | 0.87 | +0.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.69 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.77 | -0.07 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.91 | 0.57 | +0.34 |
Correlation
The correlation between CAIBX and VIG is 0.85, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
CAIBX vs. VIG - Dividend Comparison
CAIBX's dividend yield for the trailing twelve months is around 7.65%, more than VIG's 1.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAIBX American Funds Capital Income Builder Class A | 7.65% | 7.71% | 5.76% | 3.47% | 3.43% | 3.14% | 3.38% | 4.10% | 3.55% | 4.44% | 3.52% | 3.62% |
VIG Vanguard Dividend Appreciation ETF | 1.60% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
CAIBX vs. VIG - Drawdown Comparison
The maximum CAIBX drawdown since its inception was -43.68%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for CAIBX and VIG.
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Drawdown Indicators
| CAIBX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.68% | -46.81% | +3.13% |
Max Drawdown (1Y)Largest decline over 1 year | -8.37% | -10.83% | +2.46% |
Max Drawdown (5Y)Largest decline over 5 years | -17.65% | -20.39% | +2.74% |
Max Drawdown (10Y)Largest decline over 10 years | -25.28% | -31.72% | +6.44% |
Current DrawdownCurrent decline from peak | -4.85% | -5.73% | +0.88% |
Average DrawdownAverage peak-to-trough decline | -3.82% | -5.55% | +1.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.83% | 2.45% | -0.62% |
Volatility
CAIBX vs. VIG - Volatility Comparison
The current volatility for American Funds Capital Income Builder Class A (CAIBX) is 3.72%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.05%. This indicates that CAIBX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAIBX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.72% | 4.05% | -0.33% |
Volatility (6M)Calculated over the trailing 6-month period | 6.12% | 7.82% | -1.70% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.19% | 15.28% | -5.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 9.95% | 14.26% | -4.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.87% | 16.04% | -5.17% |