TRDIX vs. VDIGX

Last updated Aug 1, 2026

TRDIX (Transamerica Sustainable Equity Income Fund) and VDIGX (Vanguard Dividend Growth Fund) are both Dividend funds. Over the past 10 years, TRDIX returned 8.52%/yr vs 12.30%/yr for VDIGX. Their correlation of 0.87 means they have usually moved in the same direction. TRDIX charges 0.74%/yr vs 0.20%/yr for VDIGX.

Performance

TRDIX vs. VDIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Transamerica Sustainable Equity Income Fund (TRDIX) and Vanguard Dividend Growth Fund (VDIGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, TRDIX achieves a 21.19% return, which is significantly higher than VDIGX's 5.43% return. Over the past 10 years, TRDIX has underperformed VDIGX with an annualized return of 8.52%, while VDIGX has yielded a comparatively higher 12.30% annualized return.

TRDIX

• 1D: 1.55%
• 1M: 1.46%
• 6M: 15.22%
• YTD: 21.19%
• 1Y: 29.02%
• 3Y*: 17.41%
• 5Y*: 9.21%
• 10Y*: 8.52%
• ALL TIME*: 7.65%

VDIGX

• 1D: 0.63%
• 1M: -0.03%
• 6M: 4.45%
• YTD: 5.43%
• 1Y: 12.39%
• 3Y*: 13.59%
• 5Y*: 9.57%
• 10Y*: 12.30%
• ALL TIME*: 9.36%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
TRDIX Transamerica Sustainable Equity Income Fund	$0.00	$0.00	$0.00
VDIGX Vanguard Dividend Growth Fund	$0.00	$0.00	$0.00

TRDIX vs. VDIGX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
TRDIX Transamerica Sustainable Equity Income Fund	21.19%	11.15%	16.62%	6.17%	-11.25%	22.44%	-7.53%	23.47%	-12.21%	16.22%
VDIGX Vanguard Dividend Growth Fund	5.43%	11.11%	20.84%	8.11%	-4.89%	24.86%	12.04%	30.94%	0.08%	19.32%

Correlation

The correlation between TRDIX and VDIGX is 0.82, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.82
Correlation (3Y) Balances recent behavior with more history.	0.83
Correlation (5Y) Shows whether the relationship held over a longer period.	0.87
Correlation (10Y) Provides a long-term view across more market conditions.	0.85
Correlation (All Time) Calculated using the full available price history since Jan 2, 2014	0.87

The correlation between TRDIX and VDIGX has been stable across timeframes, ranging from 0.82 to 0.87 - a consistent structural relationship.

Return for Risk

TRDIX vs. VDIGX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

TRDIX

TRDIX Risk / Return Rank: 82
TRDIX Sharpe Ratio Rank: 85
TRDIX Sortino Ratio Rank: 84
TRDIX Omega Ratio Rank: 80
TRDIX Calmar Ratio Rank: 76
TRDIX Martin Ratio Rank: 84

VDIGX

VDIGX Risk / Return Rank: 32
VDIGX Sharpe Ratio Rank: 33
VDIGX Sortino Ratio Rank: 35
VDIGX Omega Ratio Rank: 31
VDIGX Calmar Ratio Rank: 26
VDIGX Martin Ratio Rank: 32

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

TRDIX vs. VDIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Transamerica Sustainable Equity Income Fund (TRDIX) and Vanguard Dividend Growth Fund (VDIGX). 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.

	TRDIX	VDIGX	Difference
Sharpe ratio: Return per unit of total volatility	2.11	1.02	+1.08
Sortino ratio: Return per unit of downside risk	3.00	1.54	+1.46
Omega ratio: Gain probability vs. loss probability	1.37	1.18	+0.20
Calmar ratio: Return relative to maximum drawdown	2.56	1.15	+1.40
Martin ratio: Return relative to average drawdown	10.73	4.56	+6.18

TRDIX vs. VDIGX - Sharpe Ratio Comparison

The current TRDIX Sharpe Ratio is 2.11, which is higher than the VDIGX Sharpe Ratio of 1.02. The chart below compares the historical Sharpe Ratios of TRDIX and VDIGX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

TRDIX vs. VDIGX - Drawdown Comparison

The maximum TRDIX drawdown since its inception was -47.02%, roughly equal to the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for TRDIX and VDIGX.

Drawdown Indicators

	TRDIX	VDIGX	Difference
Max Drawdown Largest peak-to-trough decline	-47.02%	-45.23%	-1.79%
Max Drawdown (1Y) Largest decline over 1 year	-10.50%	-9.09%	-1.41%
Max Drawdown (3Y) Largest decline over 3 years	-15.15%	-10.23%	-4.92%
Max Drawdown (5Y) Largest decline over 5 years	-31.35%	-16.18%	-15.17%
Max Drawdown (10Y) Largest decline over 10 years	-47.02%	-32.98%	-14.04%
Current Drawdown Current decline from peak	0.00%	-0.37%	+0.37%
Average Drawdown Average peak-to-trough decline	-8.86%	-6.62%	-2.24%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.50%	2.30%	+0.20%

Volatility

TRDIX vs. VDIGX - Volatility Comparison

Transamerica Sustainable Equity Income Fund (TRDIX) has a higher volatility of 3.19% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.87%. This indicates that TRDIX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	TRDIX	VDIGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.19%	2.87%	+0.32%
Volatility (6M) Calculated over the trailing 6-month period	10.33%	7.89%	+2.44%
Volatility (1Y) Calculated over the trailing 1-year period	12.76%	10.28%	+2.48%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	17.94%	13.86%	+4.08%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.76%	15.67%	+4.09%

TRDIX vs. VDIGX - Expense Ratio Comparison

TRDIX has a 0.74% expense ratio, which is higher than VDIGX's 0.20% expense ratio.

Dividends

TRDIX vs. VDIGX - Dividend Comparison

TRDIX's dividend yield for the trailing twelve months is around 1.17%, less than VDIGX's 23.28% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
TRDIX Transamerica Sustainable Equity Income Fund	1.17%	1.47%	8.93%	1.89%	2.13%	17.89%	2.19%	15.03%	20.64%	8.73%	16.84%	19.55%
VDIGX Vanguard Dividend Growth Fund	23.28%	21.90%	21.94%	2.29%	6.06%	5.45%	2.83%	4.70%	8.72%	5.16%	2.86%	5.70%

Frequently Asked Questions

Can I hold both TRDIX and VDIGX in my portfolio?

TRDIX and VDIGX have a correlation of 0.82, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, TRDIX or VDIGX?

TRDIX has higher volatility (3.19%) compared to VDIGX (2.87%). In terms of maximum drawdown, TRDIX dropped -47.02% vs VDIGX's -45.23%.

Which has better risk-adjusted returns?

TRDIX currently has the higher Sharpe Ratio (2.11 vs 1.02), 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.