SCDL vs. VIG
SCDL (ETRACS 2x Leveraged U.S. Dividend Factor TR ETN) and VIG (Vanguard Dividend Appreciation ETF) are both exchange-traded funds - SCDL is a Leveraged Equities fund tracking the Dow Jones U.S. Dividend 100 (200%), while VIG is a Dividend fund tracking the S&P U.S. Dividend Growers Index. Both are passively managed. Over the past 5 years, SCDL returned 10.07%/yr vs 10.82%/yr for VIG. Their correlation of 0.83 suggests significant overlap in exposure. SCDL charges 0.95%/yr vs 0.04%/yr for VIG.
Performance
SCDL vs. VIG - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SCDL achieves a 33.87% return, which is significantly higher than VIG's 6.98% return.
SCDL
- 1D
- 0.94%
- 1M
- -5.06%
- YTD
- 33.87%
- 6M
- 32.94%
- 1Y
- 45.29%
- 3Y*
- 21.83%
- 5Y*
- 10.07%
- 10Y*
- —
VIG
- 1D
- -0.51%
- 1M
- 0.48%
- YTD
- 6.98%
- 6M
- 6.28%
- 1Y
- 18.42%
- 3Y*
- 15.85%
- 5Y*
- 10.82%
- 10Y*
- 13.34%
SCDL vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SCDL ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 33.87% | 2.05% | 14.99% | 0.18% | -13.06% | 52.47% |
VIG Vanguard Dividend Appreciation ETF | 6.98% | 14.17% | 16.99% | 14.51% | -9.80% | 23.77% |
Correlation
The correlation between SCDL and VIG is 0.60, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.60 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.76 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.83 |
Correlation (All Time) Calculated using the full available price history since Feb 5, 2021 | 0.83 |
Over the past year, the correlation between SCDL and VIG has dropped to 0.60 - well below their long-term average of 0.83, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SCDL vs. VIG — Risk / Return Rank
SCDL
VIG
SCDL vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL) 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.
| SCDL | VIG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.26 | ||
| Sortino ratioReturn per unit of downside risk | +0.36 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.33 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 4.47 | 2.34 | +2.13 |
| Martin ratioReturn relative to average drawdown | 11.07 | 9.44 | +1.63 |
Loading charts...
Drawdowns
SCDL vs. VIG - Drawdown Comparison
The maximum SCDL drawdown since its inception was -34.87%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for SCDL and VIG.
Loading charts...
Drawdown Indicators
| SCDL | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -34.87% | -46.81% | +11.94% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -7.91% | -2.28% |
Max Drawdown (3Y)Largest decline over 3 years | -32.79% | -14.95% | -17.84% |
Max Drawdown (5Y)Largest decline over 5 years | -34.87% | -20.39% | -14.48% |
Max Drawdown (10Y)Largest decline over 10 years | — | -31.72% | — |
Current DrawdownCurrent decline from peak | -5.06% | -1.13% | -3.93% |
Average DrawdownAverage peak-to-trough decline | -11.87% | -5.50% | -6.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.10% | 1.96% | +2.14% |
Volatility
SCDL vs. VIG - Volatility Comparison
ETRACS 2x Leveraged U.S. Dividend Factor TR ETN (SCDL) has a higher volatility of 6.47% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.89%. This indicates that SCDL'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.
Loading charts...
Volatility by Period
| SCDL | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.47% | 2.89% | +3.58% |
Volatility (6M)Calculated over the trailing 6-month period | 14.76% | 7.70% | +7.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.70% | 10.14% | +11.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 28.98% | 14.23% | +14.75% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.81% | 16.04% | +12.77% |
SCDL vs. VIG - Expense Ratio Comparison
SCDL has a 0.95% expense ratio, which is higher than VIG's 0.04% expense ratio.
Dividends
SCDL vs. VIG - Dividend Comparison
SCDL has not paid dividends to shareholders, while VIG's dividend yield for the trailing twelve months is around 1.47%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCDL ETRACS 2x Leveraged U.S. Dividend Factor TR ETN | 0.00% | 0.00% | 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
SCDL and VIG have a correlation of 0.60, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SCDL has higher volatility (6.47%) compared to VIG (2.89%). In terms of maximum drawdown, SCDL dropped -34.87% vs VIG's -46.81%.
On 5-year performance, VIG leads with 10.82% vs 10.07% for SCDL. On fees, VIG is cheaper at 0.04% per year. On volatility, VIG has been the lower-risk option at 2.89%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, VIG has performed better with a 10.82% return vs 10.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
VIG is cheaper with a 0.04% expense ratio, compared with 0.95% for SCDL.
VIG has the higher dividend yield at 1.47%, compared with 0.00% for SCDL.
SCDL is categorized as Leveraged Equities, while VIG is Dividend. SCDL tracks Dow Jones U.S. Dividend 100 (200%), while VIG tracks S&P U.S. Dividend Growers Index. They also come from different issuers: UBS and Vanguard. Their fees differ too: 0.95% for SCDL and 0.04% for VIG.
SCDL currently has the higher Sharpe Ratio (2.10 vs 1.83), 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.
Find the right allocation for SCDL and VIG
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer