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.
Key characteristics
| VDIGX | VOO | |
|---|---|---|
| YTD Return | 2.14% | 5.63% |
| 1Y Return | 8.68% | 23.68% |
| 3Y Return (Ann) | 6.24% | 7.89% |
| 5Y Return (Ann) | 10.45% | 13.12% |
| 10Y Return (Ann) | 10.81% | 12.38% |
| Sharpe Ratio | 0.86 | 1.91 |
| Daily Std Dev | 9.16% | 11.70% |
| Max Drawdown | -45.23% | -33.99% |
| Current Drawdown | -3.94% | -4.45% |
Correlation
The correlation between VDIGX and VOO is 0.91, 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
In the year-to-date period, VDIGX achieves a 2.14% return, which is significantly lower than VOO's 5.63% return. Over the past 10 years, VDIGX has underperformed VOO with an annualized return of 10.81%, while VOO has yielded a comparatively higher 12.38% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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 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 3.29%, more than VOO's 1.39% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 3.29% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% | 2.28% |
VOO Vanguard S&P 500 ETF | 1.39% | 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 2.47%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.89%. 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.