DIVY vs. VIG
Compare and contrast key facts about Tidal ETF Trust - Sound Equity Income ETF (DIVY) and Vanguard Dividend Appreciation ETF (VIG).
DIVY and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. DIVY is an actively managed fund by Sound Income Strategies. It was launched on Dec 30, 2020. 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: DIVY or VIG.
Correlation
The correlation between DIVY and VIG is 0.72, 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.
Performance
DIVY vs. VIG - Performance Comparison
Key characteristics
DIVY:
0.62
VIG:
1.80
DIVY:
0.96
VIG:
2.52
DIVY:
1.11
VIG:
1.32
DIVY:
1.02
VIG:
3.48
DIVY:
2.11
VIG:
9.84
DIVY:
3.52%
VIG:
1.89%
DIVY:
12.03%
VIG:
10.39%
DIVY:
-16.31%
VIG:
-46.81%
DIVY:
-1.61%
VIG:
0.00%
Returns By Period
In the year-to-date period, DIVY achieves a 4.43% return, which is significantly lower than VIG's 4.80% return.
DIVY
4.43%
2.31%
3.71%
8.12%
N/A
N/A
VIG
4.80%
3.05%
7.47%
19.19%
11.80%
11.71%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DIVY vs. VIG - Expense Ratio Comparison
DIVY has a 0.45% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
DIVY vs. VIG — Risk-Adjusted Performance Rank
DIVY
VIG
DIVY vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tidal ETF Trust - Sound Equity Income ETF (DIVY) 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
DIVY vs. VIG - Dividend Comparison
DIVY's dividend yield for the trailing twelve months is around 4.75%, more than VIG's 1.65% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DIVY Tidal ETF Trust - Sound Equity Income ETF | 4.75% | 4.77% | 3.69% | 4.60% | 3.29% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.65% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% |
Drawdowns
DIVY vs. VIG - Drawdown Comparison
The maximum DIVY drawdown since its inception was -16.31%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DIVY and VIG. For additional features, visit the drawdowns tool.
Volatility
DIVY vs. VIG - Volatility Comparison
Tidal ETF Trust - Sound Equity Income ETF (DIVY) has a higher volatility of 2.99% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.38%. This indicates that DIVY's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.