VDIGX vs. VIG
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation ETF (VIG).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or VIG.
Performance
VDIGX vs. VIG - Performance Comparison
Returns By Period
In the year-to-date period, VDIGX achieves a 11.92% return, which is significantly lower than VIG's 19.54% return. Over the past 10 years, VDIGX has underperformed VIG with an annualized return of 10.79%, while VIG has yielded a comparatively higher 11.65% annualized return.
VDIGX
11.92%
-1.90%
6.81%
16.75%
10.79%
10.79%
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
Key characteristics
| VDIGX | VIG | |
|---|---|---|
| Sharpe Ratio | 1.98 | 2.57 |
| Sortino Ratio | 2.73 | 3.62 |
| Omega Ratio | 1.35 | 1.47 |
| Calmar Ratio | 3.62 | 5.06 |
| Martin Ratio | 10.27 | 16.59 |
| Ulcer Index | 1.69% | 1.55% |
| Daily Std Dev | 8.76% | 9.99% |
| Max Drawdown | -45.23% | -46.81% |
| Current Drawdown | -3.15% | -1.02% |
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VDIGX vs. VIG - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than VIG's 0.06% 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 VIG 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. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Dividend Appreciation ETF (VIG). 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. VIG - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.65%, less than VIG'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% |
VIG Vanguard Dividend Appreciation ETF | 1.70% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VDIGX vs. VIG - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, roughly equal to the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VDIGX and VIG. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. VIG - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.51%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 3.70%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.