VDADX vs. VIG
Compare and contrast key facts about Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Vanguard Dividend Appreciation ETF (VIG).
VDADX is managed by Vanguard. It was launched on Dec 19, 2013. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDADX or VIG.
Key characteristics
| VDADX | VIG | |
|---|---|---|
| YTD Return | 16.67% | 16.62% |
| 1Y Return | 29.60% | 29.61% |
| 3Y Return (Ann) | 10.57% | 10.60% |
| 5Y Return (Ann) | 12.73% | 12.75% |
| 10Y Return (Ann) | 12.02% | 12.03% |
| Sharpe Ratio | 3.10 | 3.04 |
| Daily Std Dev | 9.76% | 9.95% |
| Max Drawdown | -31.70% | -46.81% |
| Current Drawdown | -1.00% | -1.00% |
Correlation
The correlation between VDADX and VIG 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
VDADX vs. VIG - Performance Comparison
The year-to-date returns for both stocks are quite close, with VDADX having a 16.67% return and VIG slightly lower at 16.62%. Both investments have delivered pretty close results over the past 10 years, with VDADX having a 12.02% annualized return and VIG not far ahead at 12.03%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VDADX vs. VIG - Expense Ratio Comparison
VDADX has a 0.08% expense ratio, which is higher than VIG's 0.06% expense ratio. However, 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
VDADX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Vanguard Dividend Appreciation ETF (VIG). 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
VDADX vs. VIG - Dividend Comparison
VDADX's dividend yield for the trailing twelve months is around 1.73%, which matches VIG's 1.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.73% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.74% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VDADX vs. VIG - Drawdown Comparison
The maximum VDADX drawdown since its inception was -31.70%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VDADX and VIG. For additional features, visit the drawdowns tool.
Volatility
VDADX vs. VIG - Volatility Comparison
Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 2.64% and 2.61%, 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.