VDIGX vs. NOBL
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. NOBL is a passively managed fund by ProShares that tracks the performance of the S&P 500 Dividend Aristocrats Index. It was launched on Oct 9, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or NOBL.
Key characteristics
VDIGX | NOBL | |
---|---|---|
YTD Return | 2.17% | 1.92% |
1Y Return | 7.89% | 5.86% |
3Y Return (Ann) | 6.25% | 4.52% |
5Y Return (Ann) | 10.61% | 9.54% |
10Y Return (Ann) | 10.82% | 10.27% |
Sharpe Ratio | 0.88 | 0.55 |
Daily Std Dev | 9.16% | 10.96% |
Max Drawdown | -45.23% | -35.43% |
Current Drawdown | -3.91% | -4.69% |
Correlation
The correlation between VDIGX and NOBL is 0.92, 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. NOBL - Performance Comparison
In the year-to-date period, VDIGX achieves a 2.17% return, which is significantly higher than NOBL's 1.92% return. Over the past 10 years, VDIGX has outperformed NOBL with an annualized return of 10.82%, while NOBL has yielded a comparatively lower 10.27% 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. NOBL - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is lower than NOBL's 0.35% expense ratio.
Risk-Adjusted Performance
VDIGX vs. NOBL - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and ProShares S&P 500 Dividend Aristocrats ETF (NOBL). 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. NOBL - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 3.29%, more than NOBL's 2.10% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ProShares S&P 500 Dividend Aristocrats ETF | 2.10% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% | 1.59% | 0.30% |
Drawdowns
VDIGX vs. NOBL - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, which is greater than NOBL's maximum drawdown of -35.43%. Use the drawdown chart below to compare losses from any high point for VDIGX and NOBL. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. NOBL - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.54%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 2.89%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than NOBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.