TBG vs. VIG

In the year-to-date period, TBG achieves a -2.66% return, which is significantly lower than VIG's -1.37% return.

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TBG has a 0.59% expense ratio, which is higher than VIG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for TBG Dividend Focus ETF (TBG) 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.

The current TBG Sharpe Ratio is 0.58, which is comparable to the VIG Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of TBG and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

TBG's dividend yield for the trailing twelve months is around 2.39%, more than VIG's 1.85% yield.

The maximum TBG drawdown since its inception was -14.76%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for TBG and VIG. For additional features, visit the drawdowns tool.