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:
-0.47
VOO:
0.54
VDIGX:
-0.50
VOO:
0.88
VDIGX:
0.91
VOO:
1.13
VDIGX:
-0.35
VOO:
0.55
VDIGX:
-0.99
VOO:
2.27
VDIGX:
8.23%
VOO:
4.55%
VDIGX:
17.29%
VOO:
19.19%
VDIGX:
-46.89%
VOO:
-33.99%
VDIGX:
-18.11%
VOO:
-9.90%
Returns By Period
In the year-to-date period, VDIGX achieves a -5.35% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, VDIGX has underperformed VOO with an annualized return of 5.88%, while VOO has yielded a comparatively higher 12.12% annualized return.
VDIGX
-5.35%
-5.82%
-15.51%
-7.99%
6.22%
5.88%
VOO
-5.74%
-2.90%
-4.28%
9.78%
15.72%
12.12%
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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 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 1.97%, more than VOO's 1.38% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 1.97% | 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 | 1.38% | 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
The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 11.25%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. 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.