VDIGX vs. VOO
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard S&P 500 ETF (VOO).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
VDIGX vs. VOO - Performance Comparison
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VDIGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VDIGX achieves a -6.99% return, which is significantly lower than VOO's -4.42% return. Over the past 10 years, VDIGX has underperformed VOO with an annualized return of 11.31%, while VOO has yielded a comparatively higher 14.05% annualized return.
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
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VDIGX vs. VOO - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than VOO's 0.03% 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%.
Return for Risk
VDIGX vs. VOO — Risk / Return Rank
VDIGX
VOO
VDIGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard S&P 500 ETF (VOO). 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.
| VDIGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.12 | 0.98 | -0.86 |
Sortino ratioReturn per unit of downside risk | 0.29 | 1.50 | -1.21 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.30 | 1.53 | -1.24 |
Martin ratioReturn relative to average drawdown | 1.17 | 7.29 | -6.12 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VDIGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.12 | 0.98 | -0.86 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.65 | 0.70 | -0.05 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.78 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.83 | -0.23 |
Correlation
The correlation between VDIGX and VOO is 0.88, 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.
Dividends
VDIGX vs. VOO - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 26.40%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VDIGX vs. VOO - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VDIGX and VOO.
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Drawdown Indicators
| VDIGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -33.99% | -11.24% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -11.98% | +2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -24.52% | +8.34% |
Max Drawdown (10Y)Largest decline over 10 years | -32.98% | -33.99% | +1.01% |
Current DrawdownCurrent decline from peak | -8.96% | -6.29% | -2.67% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -3.72% | -2.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.41% | 2.52% | -0.11% |
Volatility
VDIGX vs. VOO - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 3.40%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VDIGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.40% | 5.29% | -1.89% |
Volatility (6M)Calculated over the trailing 6-month period | 7.39% | 9.44% | -2.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.39% | 18.10% | -3.71% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.82% | 16.82% | -3.00% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.68% | 17.99% | -2.31% |