Correlation
The correlation between DIVG and VIG is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
DIVG vs. VIG
Compare and contrast key facts about Invesco S&P 500 High Dividend Growers ETF (DIVG) and Vanguard Dividend Appreciation ETF (VIG).
DIVG and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVG is a passively managed fund by Invesco that tracks the performance of the S&P 500 High Dividend Growth Index - Benchmark TR Gross. It was launched on Dec 4, 2023. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. Both DIVG and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVG or VIG.
Performance
DIVG vs. VIG - Performance Comparison
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Key characteristics
DIVG:
0.82
VIG:
0.80
DIVG:
1.19
VIG:
1.14
DIVG:
1.17
VIG:
1.16
DIVG:
0.84
VIG:
0.79
DIVG:
2.80
VIG:
3.20
DIVG:
4.51%
VIG:
3.69%
DIVG:
15.73%
VIG:
16.11%
DIVG:
-14.94%
VIG:
-46.81%
DIVG:
-6.06%
VIG:
-3.09%
Returns By Period
The year-to-date returns for both investments are quite close, with DIVG having a 1.50% return and VIG slightly higher at 1.56%.
DIVG
1.50%
2.22%
-6.06%
10.82%
N/A
N/A
N/A
VIG
1.56%
4.08%
-2.40%
11.44%
10.93%
13.07%
11.50%
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DIVG vs. VIG - Expense Ratio Comparison
DIVG has a 0.39% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
DIVG vs. VIG — Risk-Adjusted Performance Rank
DIVG
VIG
DIVG vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco S&P 500 High Dividend Growers ETF (DIVG) 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.
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Dividends
DIVG vs. VIG - Dividend Comparison
DIVG's dividend yield for the trailing twelve months is around 4.12%, more than VIG's 1.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVG Invesco S&P 500 High Dividend Growers ETF | 4.12% | 4.08% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.79% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
DIVG vs. VIG - Drawdown Comparison
The maximum DIVG drawdown since its inception was -14.94%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DIVG and VIG.
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Volatility
DIVG vs. VIG - Volatility Comparison
Invesco S&P 500 High Dividend Growers ETF (DIVG) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 4.46% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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