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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDIGX or VOO.
Correlation
The correlation between VDIGX and VOO is 0.90, 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. VOO - Performance Comparison
Key characteristics
VDIGX:
1.13
VOO:
2.04
VDIGX:
1.57
VOO:
2.72
VDIGX:
1.20
VOO:
1.38
VDIGX:
1.74
VOO:
3.02
VDIGX:
5.42
VOO:
13.60
VDIGX:
1.85%
VOO:
1.88%
VDIGX:
8.88%
VOO:
12.52%
VDIGX:
-45.23%
VOO:
-33.99%
VDIGX:
-5.78%
VOO:
-3.52%
Returns By Period
In the year-to-date period, VDIGX achieves a 8.88% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, VDIGX has underperformed VOO with an annualized return of 10.42%, while VOO has yielded a comparatively higher 13.02% annualized return.
VDIGX
8.88%
-2.43%
3.40%
9.61%
9.45%
10.42%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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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%.
Risk-Adjusted Performance
VDIGX vs. VOO - Risk-Adjusted Performance 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.
Dividends
VDIGX vs. VOO - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 1.69%, more than VOO's 1.26% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.69% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
VOO Vanguard S&P 500 ETF | 1.26% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
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. For additional features, visit the drawdowns tool.
Volatility
VDIGX vs. VOO - Volatility Comparison
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 2.79%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.58%. 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.