EGY vs. VIG
EGY (VAALCO Energy, Inc.) is a stock, while VIG (Vanguard Dividend Appreciation ETF) is Dividend fund tracking the S&P U.S. Dividend Growers Index. Over the past 10 years, EGY returned 19.51%/yr vs 13.00%/yr for VIG. At a 0.32 correlation, their price movements are largely independent.
Performance
EGY vs. VIG - Performance Comparison
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Returns By Period
In the year-to-date period, EGY achieves a 47.60% return, which is significantly higher than VIG's 9.56% return. Over the past 10 years, EGY has outperformed VIG with an annualized return of 19.51%, while VIG has yielded a comparatively lower 13.00% annualized return.
EGY
- 1D
- -0.57%
- 1M
- -3.85%
- 6M
- 47.19%
- YTD
- 47.60%
- 1Y
- 42.17%
- 3Y*
- 15.51%
- 5Y*
- 15.51%
- 10Y*
- 19.51%
VIG
- 1D
- 0.09%
- 1M
- 1.75%
- 6M
- 7.13%
- YTD
- 9.56%
- 1Y
- 17.87%
- 3Y*
- 15.99%
- 5Y*
- 10.71%
- 10Y*
- 13.00%
EGY vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
EGY VAALCO Energy, Inc. | 47.60% | -10.77% | 1.96% | 4.34% | 45.42% | 81.36% | -20.27% | 51.02% | 110.90% | -32.98% |
VIG Vanguard Dividend Appreciation ETF | 9.56% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Correlation
The correlation between EGY and VIG is 0.03, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.03 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.17 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.22 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.19 |
Correlation (All Time) Calculated using the full available price history since Apr 27, 2006 | 0.32 |
Over the past year, the correlation between EGY and VIG has dropped to 0.03 - well below their long-term average of 0.32, suggesting their price drivers have been diverging.
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Return for Risk
EGY vs. VIG — Risk / Return Rank
EGY
VIG
EGY vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VAALCO Energy, Inc. (EGY) 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.
| EGY | VIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.75 | ||
| Sortino ratioReturn per unit of downside risk | -0.92 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.31 | -0.12 |
| Calmar ratioReturn relative to maximum drawdown | 1.75 | 2.17 | -0.43 |
| Martin ratioReturn relative to average drawdown | 3.94 | 8.80 | -4.86 |
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Drawdowns
EGY vs. VIG - Drawdown Comparison
The maximum EGY drawdown since its inception was -99.09%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for EGY and VIG.
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Drawdown Indicators
| EGY | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -99.09% | -46.81% | -52.28% |
Max Drawdown (1Y)Largest decline over 1 year | -25.29% | -7.91% | -17.38% |
Max Drawdown (3Y)Largest decline over 3 years | -56.56% | -14.95% | -41.61% |
Max Drawdown (5Y)Largest decline over 5 years | -58.85% | -20.39% | -38.46% |
Max Drawdown (10Y)Largest decline over 10 years | -78.20% | -31.72% | -46.48% |
Current DrawdownCurrent decline from peak | -57.47% | -0.08% | -57.39% |
Average DrawdownAverage peak-to-trough decline | -76.35% | -5.49% | -70.86% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 11.20% | 1.95% | +9.25% |
Volatility
EGY vs. VIG - Volatility Comparison
VAALCO Energy, Inc. (EGY) has a higher volatility of 11.77% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.51%. This indicates that EGY'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.
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Volatility by Period
| EGY | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.77% | 2.51% | +9.26% |
Volatility (6M)Calculated over the trailing 6-month period | 37.22% | 7.60% | +29.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 45.71% | 10.02% | +35.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 56.41% | 14.20% | +42.21% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 65.19% | 16.01% | +49.18% |
Dividends
EGY vs. VIG - Dividend Comparison
EGY's dividend yield for the trailing twelve months is around 4.76%, more than VIG's 1.50% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EGY VAALCO Energy, Inc. | 4.76% | 6.87% | 5.72% | 5.57% | 2.85% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.50% | 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
EGY and VIG have a correlation of 0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
EGY has higher volatility (11.77%) compared to VIG (2.51%). In terms of maximum drawdown, EGY dropped -99.09% vs VIG's -46.81%.
VIG currently has the higher Sharpe Ratio (1.72 vs 0.97), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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