VCDAX vs. VDIGX
Compare and contrast key facts about Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) and Vanguard Dividend Growth Fund (VDIGX).
VCDAX is managed by Vanguard. It was launched on Jul 14, 2005. 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: VCDAX or VDIGX.
Correlation
The correlation between VCDAX and VDIGX is 0.80, 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
VCDAX vs. VDIGX - Performance Comparison
Key characteristics
VCDAX:
1.34
VDIGX:
1.08
VCDAX:
1.84
VDIGX:
1.50
VCDAX:
1.23
VDIGX:
1.19
VCDAX:
1.53
VDIGX:
1.66
VCDAX:
6.96
VDIGX:
5.09
VCDAX:
3.53%
VDIGX:
1.89%
VCDAX:
18.34%
VDIGX:
8.87%
VCDAX:
-61.66%
VDIGX:
-45.23%
VCDAX:
-4.98%
VDIGX:
-5.78%
Returns By Period
In the year-to-date period, VCDAX achieves a 26.12% return, which is significantly higher than VDIGX's 8.88% return. Over the past 10 years, VCDAX has outperformed VDIGX with an annualized return of 14.08%, while VDIGX has yielded a comparatively lower 10.36% annualized return.
VCDAX
26.12%
5.00%
23.62%
26.87%
16.47%
14.08%
VDIGX
8.88%
-1.80%
3.00%
11.06%
9.44%
10.36%
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VCDAX vs. VDIGX - Expense Ratio Comparison
VCDAX has a 0.10% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VCDAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) 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
VCDAX vs. VDIGX - Dividend Comparison
VCDAX's dividend yield for the trailing twelve months is around 0.56%, less than VDIGX's 1.69% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Consumer Discretionary Index Fund Admiral Shares | 0.56% | 0.84% | 0.98% | 0.79% | 1.71% | 1.17% | 1.37% | 1.21% | 1.60% | 1.33% | 1.22% | 0.86% |
Vanguard Dividend Growth Fund | 1.69% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VCDAX vs. VDIGX - Drawdown Comparison
The maximum VCDAX drawdown since its inception was -61.66%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VCDAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VCDAX vs. VDIGX - Volatility Comparison
Vanguard Consumer Discretionary Index Fund Admiral Shares (VCDAX) has a higher volatility of 6.52% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.74%. This indicates that VCDAX'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.