VDIGX vs. VDADX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or VDADX.
Performance
VDIGX vs. VDADX - Performance Comparison
Returns By Period
In the year-to-date period, VDIGX achieves a 11.34% return, which is significantly lower than VDADX's 18.16% return. Over the past 10 years, VDIGX has underperformed VDADX with an annualized return of 10.85%, while VDADX has yielded a comparatively higher 11.65% annualized return.
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
VDADX
18.16%
-1.21%
8.91%
24.93%
12.39%
11.65%
Key characteristics
| VDIGX | VDADX | |
|---|---|---|
| Sharpe Ratio | 2.09 | 2.57 |
| Sortino Ratio | 2.86 | 3.68 |
| Omega Ratio | 1.37 | 1.47 |
| Calmar Ratio | 3.80 | 4.98 |
| Martin Ratio | 11.19 | 16.38 |
| Ulcer Index | 1.63% | 1.52% |
| Daily Std Dev | 8.72% | 9.70% |
| Max Drawdown | -45.23% | -31.70% |
| Current Drawdown | -3.65% | -2.14% |
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VDIGX vs. VDADX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than VDADX's 0.08% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VDIGX and VDADX is 0.96, 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.
Risk-Adjusted Performance
VDIGX vs. VDADX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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. VDADX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.65%, less than VDADX's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.65% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.70% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% | 0.00% |
Drawdowns
VDIGX vs. VDADX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for VDIGX and VDADX. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. VDADX - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.49%, while Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) has a volatility of 3.51%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.