TPVG vs. VIG
Compare and contrast key facts about TriplePoint Venture Growth BDC Corp. (TPVG) and Vanguard Dividend Appreciation ETF (VIG).
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: TPVG or VIG.
Key characteristics
| TPVG | VIG | |
|---|---|---|
| YTD Return | -12.19% | 8.21% |
| 1Y Return | 1.06% | 21.50% |
| 3Y Return (Ann) | -3.20% | 7.78% |
| 5Y Return (Ann) | 3.50% | 12.65% |
| 10Y Return (Ann) | 6.88% | 11.44% |
| Sharpe Ratio | 0.04 | 2.08 |
| Daily Std Dev | 27.89% | 9.77% |
| Max Drawdown | -81.79% | -46.81% |
| Current Drawdown | -33.71% | 0.00% |
Correlation
The correlation between TPVG and VIG is 0.35, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
TPVG vs. VIG - Performance Comparison
In the year-to-date period, TPVG achieves a -12.19% return, which is significantly lower than VIG's 8.21% return. Over the past 10 years, TPVG has underperformed VIG with an annualized return of 6.88%, while VIG has yielded a comparatively higher 11.44% 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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Risk-Adjusted Performance
TPVG vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for TriplePoint Venture Growth BDC Corp. (TPVG) 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
TPVG vs. VIG - Dividend Comparison
TPVG's dividend yield for the trailing twelve months is around 17.49%, more than VIG's 1.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TPVG TriplePoint Venture Growth BDC Corp. | 17.49% | 14.73% | 14.73% | 7.96% | 11.70% | 10.03% | 13.89% | 11.14% | 12.00% | 11.82% | 8.06% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.76% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
TPVG vs. VIG - Drawdown Comparison
The maximum TPVG drawdown since its inception was -81.79%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for TPVG and VIG. For additional features, visit the drawdowns tool.
Volatility
TPVG vs. VIG - Volatility Comparison
TriplePoint Venture Growth BDC Corp. (TPVG) has a higher volatility of 6.25% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.39%. This indicates that TPVG'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.