TBG vs. VIG
Compare and contrast key facts about TBG Dividend Focus ETF (TBG) and Vanguard Dividend Appreciation ETF (VIG).
TBG and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. TBG is an actively managed fund by EA Series Trust. It was launched on Nov 6, 2023. 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: TBG or VIG.
Correlation
The correlation between TBG and VIG is 0.75, 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
TBG vs. VIG - Performance Comparison
Key characteristics
TBG:
2.03
VIG:
1.88
TBG:
2.90
VIG:
2.64
TBG:
1.37
VIG:
1.34
TBG:
3.28
VIG:
3.78
TBG:
12.48
VIG:
11.75
TBG:
1.75%
VIG:
1.63%
TBG:
10.76%
VIG:
10.20%
TBG:
-6.66%
VIG:
-46.81%
TBG:
-5.84%
VIG:
-3.60%
Returns By Period
In the year-to-date period, TBG achieves a 20.08% return, which is significantly higher than VIG's 17.35% return.
TBG
20.08%
-4.37%
12.37%
20.63%
N/A
N/A
VIG
17.35%
-1.84%
7.77%
17.96%
11.67%
11.31%
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TBG vs. VIG - Expense Ratio Comparison
TBG has a 0.59% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
TBG vs. VIG - Risk-Adjusted Performance Comparison
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.
Dividends
TBG vs. VIG - Dividend Comparison
TBG's dividend yield for the trailing twelve months is around 2.15%, more than VIG's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TBG TBG Dividend Focus ETF | 2.15% | 0.48% | 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 | 1.27% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
TBG vs. VIG - Drawdown Comparison
The maximum TBG drawdown since its inception was -6.66%, 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.
Volatility
TBG vs. VIG - Volatility Comparison
TBG Dividend Focus ETF (TBG) has a higher volatility of 3.94% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.55%. This indicates that TBG'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.