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:
1.10
VOOG:
2.08
VADGX:
1.50
VOOG:
2.70
VADGX:
1.19
VOOG:
1.37
VADGX:
1.38
VOOG:
2.88
VADGX:
4.35
VOOG:
11.22
VADGX:
2.41%
VOOG:
3.30%
VADGX:
9.54%
VOOG:
17.87%
VADGX:
-15.75%
VOOG:
-32.73%
VADGX:
-4.25%
VOOG:
-0.35%
Returns By Period
In the year-to-date period, VADGX achieves a 1.61% return, which is significantly lower than VOOG's 4.73% return.
VADGX
1.61%
-0.98%
3.07%
11.04%
N/A
N/A
VOOG
4.73%
1.11%
18.53%
36.31%
17.61%
15.87%
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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 Rank
VADGX
VOOG
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 1.23%, more than VOOG's 0.47% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Advice Select Dividend Growth Fund | 1.23% | 1.25% | 1.21% | 0.81% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Vanguard S&P 500 Growth ETF | 0.47% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
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 3.50%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 5.28%. 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.