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.
Correlation
The correlation between VDIGX and NOBL is 0.83, 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
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Key characteristics
VDIGX:
-0.37
NOBL:
0.18
VDIGX:
-0.35
NOBL:
0.37
VDIGX:
0.94
NOBL:
1.05
VDIGX:
-0.27
NOBL:
0.18
VDIGX:
-0.70
NOBL:
0.57
VDIGX:
8.97%
NOBL:
4.89%
VDIGX:
17.51%
NOBL:
15.05%
VDIGX:
-46.89%
NOBL:
-35.44%
VDIGX:
-15.00%
NOBL:
-6.75%
Returns By Period
In the year-to-date period, VDIGX achieves a -1.75% return, which is significantly lower than NOBL's 1.02% return. Over the past 10 years, VDIGX has underperformed NOBL with an annualized return of 6.15%, while NOBL has yielded a comparatively higher 9.27% annualized return.
VDIGX
-1.75%
3.80%
-13.00%
-6.50%
7.77%
6.15%
NOBL
1.02%
4.15%
-4.60%
2.70%
12.78%
9.27%
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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 Rank
VDIGX
NOBL
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.
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Dividends
VDIGX vs. NOBL - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.90%, less than NOBL's 2.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.90% | 1.87% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
NOBL ProShares S&P 500 Dividend Aristocrats ETF | 2.12% | 2.05% | 2.09% | 1.94% | 1.89% | 2.14% | 1.89% | 2.37% | 1.74% | 2.13% | 2.02% | 1.59% |
Drawdowns
VDIGX vs. NOBL - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -46.89%, which is greater than NOBL's maximum drawdown of -35.44%. Use the drawdown chart below to compare losses from any high point for VDIGX and NOBL. For additional features, visit the drawdowns tool.
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Volatility
VDIGX vs. NOBL - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 4.60%, while ProShares S&P 500 Dividend Aristocrats ETF (NOBL) has a volatility of 5.10%. 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.
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