VDIGX vs. VTV

In the year-to-date period, VDIGX achieves a -0.09% return, which is significantly lower than VTV's 0.93% return. Over the past 10 years, VDIGX has underperformed VTV with an annualized return of 6.35%, while VTV has yielded a comparatively higher 9.79% annualized return.

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VDIGX has a 0.27% expense ratio, which is higher than VTV's 0.04% 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%.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Value ETF (VTV). 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.

The current VDIGX Sharpe Ratio is -0.33, which is lower than the VTV Sharpe Ratio of 0.42. The chart below compares the historical Sharpe Ratios of VDIGX and VTV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VDIGX's dividend yield for the trailing twelve months is around 1.87%, less than VTV's 2.31% yield.

The maximum VDIGX drawdown since its inception was -46.89%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for VDIGX and VTV. For additional features, visit the drawdowns tool.

The current volatility for Vanguard Dividend Growth Fund (VDIGX) is 3.75%, while Vanguard Value ETF (VTV) has a volatility of 4.00%. This indicates that VDIGX experiences smaller price fluctuations and is considered to be less risky than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.