VDC vs. VIG
Compare and contrast key facts about Vanguard Consumer Staples ETF (VDC) and Vanguard Dividend Appreciation ETF (VIG).
VDC and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VDC is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Consumer Staples 25/50 Index. It was launched on Jan 26, 2004. 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. Both VDC and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDC or VIG.
Key characteristics
| VDC | VIG | |
|---|---|---|
| YTD Return | 14.96% | 19.91% |
| 1Y Return | 19.76% | 27.18% |
| 3Y Return (Ann) | 7.00% | 8.47% |
| 5Y Return (Ann) | 9.37% | 12.77% |
| 10Y Return (Ann) | 8.54% | 11.90% |
| Sharpe Ratio | 2.14 | 2.93 |
| Sortino Ratio | 3.07 | 4.12 |
| Omega Ratio | 1.37 | 1.55 |
| Calmar Ratio | 2.49 | 5.76 |
| Martin Ratio | 14.09 | 19.21 |
| Ulcer Index | 1.50% | 1.52% |
| Daily Std Dev | 9.90% | 9.98% |
| Max Drawdown | -34.24% | -46.81% |
| Current Drawdown | -1.97% | -0.72% |
Correlation
The correlation between VDC and VIG is 0.81, 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
VDC vs. VIG - Performance Comparison
In the year-to-date period, VDC achieves a 14.96% return, which is significantly lower than VIG's 19.91% return. Over the past 10 years, VDC has underperformed VIG with an annualized return of 8.54%, while VIG has yielded a comparatively higher 11.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VDC vs. VIG - Expense Ratio Comparison
VDC has a 0.10% 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
VDC vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Consumer Staples ETF (VDC) 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
VDC vs. VIG - Dividend Comparison
VDC's dividend yield for the trailing twelve months is around 2.56%, more than VIG's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDC Vanguard Consumer Staples ETF | 2.56% | 2.65% | 2.37% | 2.14% | 2.50% | 2.44% | 2.78% | 2.52% | 2.39% | 2.55% | 1.93% | 2.21% |
VIG Vanguard Dividend Appreciation ETF | 1.70% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VDC vs. VIG - Drawdown Comparison
The maximum VDC drawdown since its inception was -34.24%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VDC and VIG. For additional features, visit the drawdowns tool.
Volatility
VDC vs. VIG - Volatility Comparison
The current volatility for Vanguard Consumer Staples ETF (VDC) is 2.68%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.49%. This indicates that VDC experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.