VDIGX vs. DGRW
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and WisdomTree U.S. Dividend Growth Fund (DGRW).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. DGRW is a passively managed fund by WisdomTree that tracks the performance of the WisdomTree U.S. Dividend Growth Index. It was launched on May 22, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or DGRW.
Key characteristics
| VDIGX | DGRW | |
|---|---|---|
| YTD Return | 2.14% | 3.87% |
| 1Y Return | 8.68% | 17.71% |
| 3Y Return (Ann) | 6.24% | 9.65% |
| 5Y Return (Ann) | 10.45% | 12.78% |
| 10Y Return (Ann) | 10.81% | 12.29% |
| Sharpe Ratio | 0.86 | 1.57 |
| Daily Std Dev | 9.16% | 10.52% |
| Max Drawdown | -45.23% | -32.04% |
| Current Drawdown | -3.94% | -4.51% |
Correlation
The correlation between VDIGX and DGRW is 0.93, 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
VDIGX vs. DGRW - Performance Comparison
In the year-to-date period, VDIGX achieves a 2.14% return, which is significantly lower than DGRW's 3.87% return. Over the past 10 years, VDIGX has underperformed DGRW with an annualized return of 10.81%, while DGRW has yielded a comparatively higher 12.29% annualized return. 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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VDIGX vs. DGRW - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is lower than DGRW's 0.28% expense ratio.
Risk-Adjusted Performance
VDIGX vs. DGRW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and WisdomTree U.S. Dividend Growth Fund (DGRW). 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
VDIGX vs. DGRW - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 3.29%, more than DGRW's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 3.29% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
DGRW WisdomTree U.S. Dividend Growth Fund | 1.72% | 1.74% | 2.15% | 1.78% | 1.91% | 2.20% | 2.42% | 1.73% | 2.13% | 2.18% | 1.79% | 1.05% |
Drawdowns
VDIGX vs. DGRW - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, which is greater than DGRW's maximum drawdown of -32.04%. Use the drawdown chart below to compare losses from any high point for VDIGX and DGRW. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. DGRW - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.47%, while WisdomTree U.S. Dividend Growth Fund (DGRW) has a volatility of 3.17%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than DGRW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.