DIVS vs. VIG
Compare and contrast key facts about SmartETFs Dividend Builder ETF (DIVS) and Vanguard Dividend Appreciation ETF (VIG).
DIVS and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVS is an actively managed fund by Guinness Atkinson Asset Management. It was launched on Mar 29, 2021. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DIVS or VIG.
Key characteristics
| DIVS | VIG | |
|---|---|---|
| YTD Return | 2.35% | 3.26% |
| 1Y Return | 8.10% | 15.20% |
| 3Y Return (Ann) | 3.87% | 6.41% |
| 5Y Return (Ann) | 2.02% | 11.18% |
| 10Y Return (Ann) | 1.01% | 10.93% |
| Sharpe Ratio | 0.85 | 1.46 |
| Daily Std Dev | 9.57% | 9.82% |
| Max Drawdown | -20.71% | -46.81% |
| Current Drawdown | -3.84% | -4.24% |
Correlation
The correlation between DIVS and VIG is 0.44, 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.
Performance
DIVS vs. VIG - Performance Comparison
In the year-to-date period, DIVS achieves a 2.35% return, which is significantly lower than VIG's 3.26% return. Over the past 10 years, DIVS has underperformed VIG with an annualized return of 1.01%, while VIG has yielded a comparatively higher 10.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIVS vs. VIG - Expense Ratio Comparison
DIVS has a 0.65% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
DIVS vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SmartETFs Dividend Builder ETF (DIVS) 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.
Dividends
DIVS vs. VIG - Dividend Comparison
DIVS's dividend yield for the trailing twelve months is around 3.04%, more than VIG's 1.84% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVS SmartETFs Dividend Builder ETF | 3.04% | 3.14% | 5.93% | 3.76% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.84% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
DIVS vs. VIG - Drawdown Comparison
The maximum DIVS drawdown since its inception was -20.71%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DIVS and VIG. For additional features, visit the drawdowns tool.
Volatility
DIVS vs. VIG - Volatility Comparison
The current volatility for SmartETFs Dividend Builder ETF (DIVS) is 2.69%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 2.95%. This indicates that DIVS 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.