VADGX vs. VDIGX
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard Dividend Growth Fund (VDIGX).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or VDIGX.
Correlation
The correlation between VADGX and VDIGX is 0.99, 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
VADGX vs. VDIGX - Performance Comparison
Key characteristics
VADGX:
1.37
VDIGX:
1.25
VADGX:
1.86
VDIGX:
1.72
VADGX:
1.24
VDIGX:
1.22
VADGX:
2.38
VDIGX:
1.89
VADGX:
6.80
VDIGX:
5.62
VADGX:
1.82%
VDIGX:
1.94%
VADGX:
9.08%
VDIGX:
8.76%
VADGX:
-15.75%
VDIGX:
-45.23%
VADGX:
-4.34%
VDIGX:
-4.95%
Returns By Period
In the year-to-date period, VADGX achieves a 11.56% return, which is significantly higher than VDIGX's 9.84% return.
VADGX
11.56%
-2.10%
4.56%
12.64%
N/A
N/A
VDIGX
9.84%
-2.38%
3.33%
10.81%
9.64%
10.44%
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VADGX vs. VDIGX - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
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.
Dividends
VADGX vs. VDIGX - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.25%, less than VDIGX's 1.68% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VADGX Vanguard Advice Select Dividend Growth Fund | 1.25% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 1.68% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VADGX vs. VDIGX - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VADGX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. VDIGX - Volatility Comparison
Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 2.79% and 2.71%, 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.