DUK vs. VIG
Compare and contrast key facts about Duke Energy Corporation (DUK) and Vanguard Dividend Appreciation ETF (VIG).
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: DUK or VIG.
Key characteristics
| DUK | VIG | |
|---|---|---|
| YTD Return | 4.49% | 4.28% |
| 1Y Return | 6.81% | 17.23% |
| 3Y Return (Ann) | 3.95% | 6.70% |
| 5Y Return (Ann) | 6.46% | 11.39% |
| 10Y Return (Ann) | 7.67% | 11.11% |
| Sharpe Ratio | 0.44 | 1.66 |
| Daily Std Dev | 17.35% | 9.83% |
| Max Drawdown | -71.92% | -46.81% |
| Current Drawdown | -5.64% | -3.30% |
Correlation
The correlation between DUK 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
DUK vs. VIG - Performance Comparison
The year-to-date returns for both stocks are quite close, with DUK having a 4.49% return and VIG slightly lower at 4.28%. Over the past 10 years, DUK has underperformed VIG with an annualized return of 7.67%, while VIG has yielded a comparatively higher 11.11% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
DUK vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Duke Energy Corporation (DUK) 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
DUK vs. VIG - Dividend Comparison
DUK's dividend yield for the trailing twelve months is around 4.07%, more than VIG's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUK Duke Energy Corporation | 4.07% | 4.18% | 3.86% | 3.72% | 4.17% | 4.11% | 4.21% | 4.15% | 4.33% | 4.54% | 3.77% | 4.48% |
VIG Vanguard Dividend Appreciation ETF | 1.82% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
DUK vs. VIG - Drawdown Comparison
The maximum DUK drawdown since its inception was -71.92%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DUK and VIG. For additional features, visit the drawdowns tool.
Volatility
DUK vs. VIG - Volatility Comparison
Duke Energy Corporation (DUK) has a higher volatility of 5.15% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.98%. This indicates that DUK'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.