VADGX vs. VOOG
Compare and contrast key facts about Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard S&P 500 Growth ETF (VOOG).
VADGX is managed by Vanguard. It was launched on Nov 9, 2021. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VADGX or VOOG.
Correlation
The correlation between VADGX and VOOG is 0.71, 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. VOOG - Performance Comparison
Key characteristics
VADGX:
1.37
VOOG:
2.25
VADGX:
1.86
VOOG:
2.89
VADGX:
1.24
VOOG:
1.41
VADGX:
2.38
VOOG:
3.06
VADGX:
6.80
VOOG:
12.13
VADGX:
1.82%
VOOG:
3.25%
VADGX:
9.08%
VOOG:
17.54%
VADGX:
-15.75%
VOOG:
-32.73%
VADGX:
-4.34%
VOOG:
-1.30%
Returns By Period
In the year-to-date period, VADGX achieves a 11.56% return, which is significantly lower than VOOG's 39.21% return.
VADGX
11.56%
-2.10%
4.56%
12.64%
N/A
N/A
VOOG
39.21%
4.60%
14.15%
39.32%
17.67%
15.27%
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VADGX vs. VOOG - Expense Ratio Comparison
VADGX has a 0.45% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
VADGX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Advice Select Dividend Growth Fund (VADGX) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
VADGX's dividend yield for the trailing twelve months is around 1.25%, more than VOOG's 0.48% 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% |
VOOG Vanguard S&P 500 Growth ETF | 0.48% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
VADGX vs. VOOG - Drawdown Comparison
The maximum VADGX drawdown since its inception was -15.75%, smaller than the maximum VOOG drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for VADGX and VOOG. For additional features, visit the drawdowns tool.
Volatility
VADGX vs. VOOG - Volatility Comparison
The current volatility for Vanguard Advice Select Dividend Growth Fund (VADGX) is 2.79%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 4.87%. This indicates that VADGX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.