EASY vs. VIG
EASY (Liberty One Defensive Dividend Growth ETF) and VIG (Vanguard Dividend Appreciation ETF) are both Dividend funds. EASY is actively managed, while VIG is passively managed. At a 0.33 correlation, their price movements are largely independent. EASY charges 0.85%/yr vs 0.04%/yr for VIG.
Performance
EASY vs. VIG - Performance Comparison
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Returns By Period
In the year-to-date period, EASY achieves a 5.30% return, which is significantly lower than VIG's 7.01% return.
EASY
- 1D
- 0.42%
- 1M
- -0.24%
- YTD
- 5.30%
- 6M
- 4.57%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VIG
- 1D
- 0.03%
- 1M
- 0.51%
- YTD
- 7.01%
- 6M
- 5.76%
- 1Y
- 17.28%
- 3Y*
- 15.86%
- 5Y*
- 10.64%
- 10Y*
- 13.35%
EASY vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 5.30% | 0.55% |
VIG Vanguard Dividend Appreciation ETF | 7.01% | 2.83% |
Correlation
The correlation between EASY and VIG is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Sep 30, 2025 | 0.33 |
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Return for Risk
EASY vs. VIG — Risk / Return Rank
EASY
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VIG
EASY vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Liberty One Defensive Dividend Growth ETF (EASY) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| EASY | VIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.31 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.19 | — |
| Martin ratioReturn relative to average drawdown | — | 8.85 | — |
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Drawdowns
EASY vs. VIG - Drawdown Comparison
The maximum EASY drawdown since its inception was -7.79%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for EASY and VIG.
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Drawdown Indicators
| EASY | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -7.79% | -46.81% | +39.02% |
Max Drawdown (1Y)Largest decline over 1 year | — | -7.91% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -14.95% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -20.39% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -5.13% | -1.10% | -4.03% |
Average DrawdownAverage peak-to-trough decline | -2.85% | -5.50% | +2.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 1.96% | — |
Volatility
EASY vs. VIG - Volatility Comparison
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Volatility by Period
| EASY | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 2.76% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 7.68% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 10.50% | 10.09% | +0.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.50% | 14.22% | -3.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.50% | 16.04% | -5.54% |
EASY vs. VIG - Expense Ratio Comparison
EASY has a 0.85% expense ratio, which is higher than VIG's 0.04% expense ratio.
Dividends
EASY vs. VIG - Dividend Comparison
EASY's dividend yield for the trailing twelve months is around 0.76%, less than VIG's 1.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EASY Liberty One Defensive Dividend Growth ETF | 0.76% | 0.13% | 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 | 1.47% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Frequently Asked Questions
EASY and VIG have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VIG is cheaper at 0.04% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VIG is cheaper with a 0.04% expense ratio, compared with 0.85% for EASY.
VIG has the higher dividend yield at 1.47%, compared with 0.76% for EASY.
They also come from different issuers: Liberty One and Vanguard. Their fees differ too: 0.85% for EASY and 0.04% for VIG.
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