PRDGX vs. VIG
Compare and contrast key facts about T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Appreciation ETF (VIG).
PRDGX is managed by T. Rowe Price. It was launched on Dec 30, 1992. 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: PRDGX or VIG.
Key characteristics
| PRDGX | VIG | |
|---|---|---|
| YTD Return | 5.94% | 4.28% |
| 1Y Return | 18.19% | 17.23% |
| 3Y Return (Ann) | 7.06% | 6.70% |
| 5Y Return (Ann) | 11.72% | 11.39% |
| 10Y Return (Ann) | 11.87% | 11.11% |
| Sharpe Ratio | 1.82 | 1.66 |
| Daily Std Dev | 9.54% | 9.83% |
| Max Drawdown | -49.79% | -46.81% |
| Current Drawdown | -1.99% | -3.30% |
Correlation
The correlation between PRDGX and VIG is 0.96, 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
PRDGX vs. VIG - Performance Comparison
In the year-to-date period, PRDGX achieves a 5.94% return, which is significantly higher than VIG's 4.28% return. Over the past 10 years, PRDGX has outperformed VIG with an annualized return of 11.87%, while VIG has yielded a comparatively lower 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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PRDGX vs. VIG - Expense Ratio Comparison
PRDGX has a 0.62% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
PRDGX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) 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
PRDGX vs. VIG - Dividend Comparison
PRDGX's dividend yield for the trailing twelve months is around 2.63%, more than VIG's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PRDGX T. Rowe Price Dividend Growth Fund, Inc. | 2.63% | 2.78% | 3.81% | 2.00% | 1.03% | 1.78% | 3.67% | 2.19% | 3.07% | 7.57% | 4.43% | 1.87% |
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
PRDGX vs. VIG - Drawdown Comparison
The maximum PRDGX drawdown since its inception was -49.79%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for PRDGX and VIG. For additional features, visit the drawdowns tool.
Volatility
PRDGX vs. VIG - Volatility Comparison
T. Rowe Price Dividend Growth Fund, Inc. (PRDGX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 2.98% and 2.98%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.