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 0.91, 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
Key characteristics
VDIGX:
-0.03
NOBL:
0.99
VDIGX:
0.04
NOBL:
1.42
VDIGX:
1.01
NOBL:
1.17
VDIGX:
-0.03
NOBL:
1.07
VDIGX:
-0.10
NOBL:
3.24
VDIGX:
3.84%
NOBL:
3.20%
VDIGX:
12.88%
NOBL:
10.47%
VDIGX:
-46.89%
NOBL:
-35.43%
VDIGX:
-13.17%
NOBL:
-6.22%
Returns By Period
In the year-to-date period, VDIGX achieves a 0.36% return, which is significantly lower than NOBL's 1.59% return. Over the past 10 years, VDIGX has underperformed NOBL with an annualized return of 6.58%, while NOBL has yielded a comparatively higher 9.68% annualized return.
VDIGX
0.36%
-7.84%
-6.14%
-0.91%
4.65%
6.58%
NOBL
1.59%
1.19%
3.27%
10.03%
8.06%
9.68%
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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.
Dividends
VDIGX vs. NOBL - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.87%, less than NOBL's 2.02% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.87% | 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 | 2.02% | 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 -35.43%. 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
Vanguard Dividend Growth Fund (VDIGX) has a higher volatility of 10.31% compared to ProShares S&P 500 Dividend Aristocrats ETF (NOBL) at 4.20%. This indicates that VDIGX's price experiences larger fluctuations and is considered to be riskier than NOBL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.