VDIG vs. VDIGX

Last updated Jun 6, 2026

VDIG (Vanguard Wellington Dividend Growth Active ETF) and VDIGX (Vanguard Dividend Growth Fund) are both funds - VDIG is a Large Cap Value Equities fund actively managed by Vanguard, while VDIGX is a Dividend fund actively managed by Vanguard. Both are actively managed. With a 0.97 correlation, they move nearly in lockstep. VDIG charges 0.40%/yr vs 0.22%/yr for VDIGX.

Performance

VDIG vs. VDIGX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Wellington Dividend Growth Active ETF (VDIG) and Vanguard Dividend Growth Fund (VDIGX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, VDIG achieves a -0.22% return, which is significantly lower than VDIGX's 2.40% return.

VDIG

• 1D: -0.95%
• 1M: 0.86%
• YTD: -0.22%
• 6M: 0.30%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VDIGX

• 1D: 0.22%
• 1M: 1.92%
• YTD: 2.40%
• 6M: 2.67%
• 1Y: 8.22%
• 3Y*: 14.14%
• 5Y*: 9.69%
• 10Y*: 12.23%

*Multi-year figures are annualized to reflect compound growth (CAGR)

VDIG vs. VDIGX - Yearly Performance Comparison

	2026 (YTD)	2025
VDIG Vanguard Wellington Dividend Growth Active ETF	-0.22%	3.68%
VDIGX Vanguard Dividend Growth Fund	2.40%	3.60%

Correlation

The correlation between VDIG and VDIGX is 0.97 - these two move nearly in lockstep. At this level, holding both provides almost no diversification benefit. If you already own one, adding the other does little to reduce portfolio risk.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 19, 2025	0.97

Return for Risk

VDIG vs. VDIGX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VDIGX

VDIGX Risk / Return Rank: 11
VDIGX Sharpe Ratio Rank: 11
VDIGX Sortino Ratio Rank: 11
VDIGX Omega Ratio Rank: 10
VDIGX Calmar Ratio Rank: 10
VDIGX Martin Ratio Rank: 12

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VDIG vs. VDIGX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Wellington Dividend Growth Active ETF (VDIG) 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	VDIG	VDIGX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.78	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.70	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.78	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.62	-0.04

Drawdowns

VDIG vs. VDIGX - Drawdown Comparison

The maximum VDIG drawdown since its inception was -11.20%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VDIG and VDIGX.

Drawdown Indicators

	VDIG	VDIGX	Difference
Max Drawdown Largest peak-to-trough decline	-11.20%	-45.23%	+34.03%
Max Drawdown (1Y) Largest decline over 1 year	—	-9.09%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-10.23%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-16.18%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-32.98%	—
Current Drawdown Current decline from peak	-2.27%	-0.32%	-1.95%
Average Drawdown Average peak-to-trough decline	-2.99%	-6.65%	+3.66%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.36%	—

Volatility

Volatility by Period

	VDIG	VDIGX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	2.17%	—
Volatility (6M) Calculated over the trailing 6-month period	—	7.57%	—
Volatility (1Y) Calculated over the trailing 1-year period	11.34%	10.07%	+1.27%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	11.34%	13.86%	-2.52%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	11.34%	15.70%	-4.36%

VDIG vs. VDIGX - Expense Ratio Comparison

VDIG has a 0.40% expense ratio, which is higher than VDIGX's 0.22% expense ratio.

Dividends

VDIG vs. VDIGX - Dividend Comparison

VDIG's dividend yield for the trailing twelve months is around 0.13%, less than VDIGX's 23.98% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
VDIG Vanguard Wellington Dividend Growth Active ETF	0.13%	0.13%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VDIGX Vanguard Dividend Growth Fund	23.98%	21.90%	21.94%	2.29%	6.06%	5.45%	2.83%	4.70%	8.72%	5.16%	2.86%	5.70%

Frequently Asked Questions

Can I hold both VDIG and VDIGX in my portfolio?

With a correlation of 0.97, VDIG and VDIGX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.