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 0.89, 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:
-0.03
VOO:
2.21
VDIGX:
0.04
VOO:
2.92
VDIGX:
1.01
VOO:
1.41
VDIGX:
-0.03
VOO:
3.34
VDIGX:
-0.10
VOO:
14.07
VDIGX:
3.84%
VOO:
2.01%
VDIGX:
12.88%
VOO:
12.80%
VDIGX:
-46.89%
VOO:
-33.99%
VDIGX:
-13.17%
VOO:
-1.36%
Returns By Period
In the year-to-date period, VDIGX achieves a 0.36% return, which is significantly lower than VOO's 1.98% return. Over the past 10 years, VDIGX has underperformed VOO with an annualized return of 6.58%, while VOO has yielded a comparatively higher 13.52% annualized return.
VDIGX
0.36%
-7.84%
-6.14%
-0.91%
4.65%
6.58%
VOO
1.98%
2.24%
9.59%
27.12%
14.29%
13.52%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 Rank
VDIGX
VOO
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 1.87%, more than VOO's 1.22% 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% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
VDIGX vs. VOO - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -46.89%, 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
Vanguard Dividend Growth Fund (VDIGX) has a higher volatility of 10.31% compared to Vanguard S&P 500 ETF (VOO) at 5.05%. This indicates that VDIGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.