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VADGX vs. VDIGX
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VADGX and VDIGX is 0.81, 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.


-0.50.00.51.0
Correlation: 0.8

Performance

VADGX vs. VDIGX - Performance Comparison

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

-10.00%0.00%10.00%20.00%30.00%NovemberDecember2025FebruaryMarchApril
16.15%
-8.18%
VADGX
VDIGX

Key characteristics

Sharpe Ratio

VADGX:

0.23

VDIGX:

-0.47

Sortino Ratio

VADGX:

0.43

VDIGX:

-0.50

Omega Ratio

VADGX:

1.06

VDIGX:

0.91

Calmar Ratio

VADGX:

0.22

VDIGX:

-0.35

Martin Ratio

VADGX:

0.81

VDIGX:

-0.99

Ulcer Index

VADGX:

4.25%

VDIGX:

8.23%

Daily Std Dev

VADGX:

14.77%

VDIGX:

17.29%

Max Drawdown

VADGX:

-15.75%

VDIGX:

-46.89%

Current Drawdown

VADGX:

-9.36%

VDIGX:

-18.11%

Returns By Period

In the year-to-date period, VADGX achieves a -3.81% return, which is significantly higher than VDIGX's -5.35% return.


VADGX

YTD

-3.81%

1M

-3.24%

6M

-6.26%

1Y

3.25%

5Y*

N/A

10Y*

N/A

VDIGX

YTD

-5.35%

1M

-5.64%

6M

-15.51%

1Y

-7.99%

5Y*

6.58%

10Y*

5.82%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


VADGX vs. VDIGX - Expense Ratio Comparison

VADGX has a 0.45% expense ratio, which is higher than VDIGX's 0.27% expense ratio.


Expense ratio chart for VADGX: current value is 0.45%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VADGX: 0.45%
Expense ratio chart for VDIGX: current value is 0.27%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
VDIGX: 0.27%

Risk-Adjusted Performance

VADGX vs. VDIGX — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VADGX
The Risk-Adjusted Performance Rank of VADGX is 3737
Overall Rank
The Sharpe Ratio Rank of VADGX is 3636
Sharpe Ratio Rank
The Sortino Ratio Rank of VADGX is 3535
Sortino Ratio Rank
The Omega Ratio Rank of VADGX is 3535
Omega Ratio Rank
The Calmar Ratio Rank of VADGX is 4040
Calmar Ratio Rank
The Martin Ratio Rank of VADGX is 3737
Martin Ratio Rank

VDIGX
The Risk-Adjusted Performance Rank of VDIGX is 44
Overall Rank
The Sharpe Ratio Rank of VDIGX is 44
Sharpe Ratio Rank
The Sortino Ratio Rank of VDIGX is 44
Sortino Ratio Rank
The Omega Ratio Rank of VDIGX is 33
Omega Ratio Rank
The Calmar Ratio Rank of VDIGX is 33
Calmar Ratio Rank
The Martin Ratio Rank of VDIGX is 44
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VADGX vs. VDIGX - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) 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.


The chart of Sharpe ratio for VADGX, currently valued at 0.23, compared to the broader market-1.000.001.002.003.00
VADGX: 0.23
VDIGX: -0.47
The chart of Sortino ratio for VADGX, currently valued at 0.43, compared to the broader market-2.000.002.004.006.008.00
VADGX: 0.43
VDIGX: -0.50
The chart of Omega ratio for VADGX, currently valued at 1.06, compared to the broader market0.501.001.502.002.503.00
VADGX: 1.06
VDIGX: 0.91
The chart of Calmar ratio for VADGX, currently valued at 0.22, compared to the broader market0.002.004.006.008.0010.00
VADGX: 0.22
VDIGX: -0.35
The chart of Martin ratio for VADGX, currently valued at 0.81, compared to the broader market0.0010.0020.0030.0040.0050.00
VADGX: 0.81
VDIGX: -0.99

The current VADGX Sharpe Ratio is 0.23, which is higher than the VDIGX Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of VADGX and VDIGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.23
-0.47
VADGX
VDIGX

Dividends

VADGX vs. VDIGX - Dividend Comparison

VADGX's dividend yield for the trailing twelve months is around 1.29%, less than VDIGX's 1.97% yield.


TTM20242023202220212020201920182017201620152014
VADGX
Vanguard Advice Select Dividend Growth Fund
1.29%1.25%1.21%0.81%0.17%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VDIGX
Vanguard Dividend Growth Fund
1.97%1.87%1.69%1.67%1.46%1.62%1.72%2.15%1.92%1.92%1.93%1.91%

Drawdowns

VADGX vs. VDIGX - Drawdown Comparison

The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum VDIGX drawdown of -46.89%. Use the drawdown chart below to compare losses from any high point for VADGX and VDIGX. For additional features, visit the drawdowns tool.


-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-9.36%
-18.11%
VADGX
VDIGX

Volatility

VADGX vs. VDIGX - Volatility Comparison

Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 11.15% and 11.25%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.15%
11.25%
VADGX
VDIGX