VDIGX vs. VWENX
Compare and contrast key facts about Vanguard Dividend Growth Fund (VDIGX) and Vanguard Wellington Fund Admiral Shares (VWENX).
VDIGX is managed by Vanguard. It was launched on May 15, 1992. VWENX is managed by Vanguard. It was launched on May 14, 2001.
Performance
VDIGX vs. VWENX - Performance Comparison
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VDIGX vs. VWENX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | -5.09% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
VWENX Vanguard Wellington Fund Admiral Shares | -3.33% | 16.63% | 14.82% | 14.40% | -14.31% | 19.09% | 10.66% | 22.61% | -3.35% | 14.05% |
Returns By Period
In the year-to-date period, VDIGX achieves a -5.09% return, which is significantly lower than VWENX's -3.33% return. Over the past 10 years, VDIGX has outperformed VWENX with an annualized return of 11.54%, while VWENX has yielded a comparatively lower 9.40% annualized return.
VDIGX
- 1D
- 2.04%
- 1M
- -6.43%
- YTD
- -5.09%
- 6M
- -2.58%
- 1Y
- 2.63%
- 3Y*
- 11.22%
- 5Y*
- 9.34%
- 10Y*
- 11.54%
VWENX
- 1D
- 2.01%
- 1M
- -3.95%
- YTD
- -3.33%
- 6M
- -0.41%
- 1Y
- 14.24%
- 3Y*
- 12.74%
- 5Y*
- 7.66%
- 10Y*
- 9.40%
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VDIGX vs. VWENX - Expense Ratio Comparison
VDIGX has a 0.27% expense ratio, which is higher than VWENX's 0.16% 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%.
Return for Risk
VDIGX vs. VWENX — Risk / Return Rank
VDIGX
VWENX
VDIGX vs. VWENX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Growth Fund (VDIGX) and Vanguard Wellington Fund Admiral Shares (VWENX). 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.
| VDIGX | VWENX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.19 | 1.24 | -1.05 |
Sortino ratioReturn per unit of downside risk | 0.39 | 1.82 | -1.43 |
Omega ratioGain probability vs. loss probability | 1.05 | 1.27 | -0.22 |
Calmar ratioReturn relative to maximum drawdown | 0.40 | 1.89 | -1.49 |
Martin ratioReturn relative to average drawdown | 1.57 | 8.54 | -6.96 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VDIGX | VWENX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.19 | 1.24 | -1.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.69 | -0.01 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.82 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.60 | 0.65 | -0.05 |
Correlation
The correlation between VDIGX and VWENX is 0.88, 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.
Dividends
VDIGX vs. VWENX - Dividend Comparison
VDIGX's dividend yield for the trailing twelve months is around 25.87%, more than VWENX's 12.01% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDIGX Vanguard Dividend Growth Fund | 25.87% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
VWENX Vanguard Wellington Fund Admiral Shares | 12.01% | 11.55% | 10.85% | 6.08% | 8.28% | 8.72% | 7.85% | 4.74% | 9.58% | 5.88% | 4.53% | 6.58% |
Drawdowns
VDIGX vs. VWENX - Drawdown Comparison
The maximum VDIGX drawdown since its inception was -45.23%, which is greater than VWENX's maximum drawdown of -36.02%. Use the drawdown chart below to compare losses from any high point for VDIGX and VWENX.
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Drawdown Indicators
| VDIGX | VWENX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.23% | -36.02% | -9.21% |
Max Drawdown (1Y)Largest decline over 1 year | -9.57% | -8.02% | -1.55% |
Max Drawdown (5Y)Largest decline over 5 years | -16.18% | -20.84% | +4.66% |
Max Drawdown (10Y)Largest decline over 10 years | -32.98% | -25.33% | -7.65% |
Current DrawdownCurrent decline from peak | -7.10% | -4.90% | -2.20% |
Average DrawdownAverage peak-to-trough decline | -6.67% | -4.38% | -2.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.45% | 1.78% | +0.67% |
Volatility
VDIGX vs. VWENX - Volatility Comparison
Vanguard Dividend Growth Fund (VDIGX) and Vanguard Wellington Fund Admiral Shares (VWENX) have volatilities of 4.19% and 4.06%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VDIGX | VWENX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.19% | 4.06% | +0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.66% | 6.66% | +1.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.50% | 11.88% | +2.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.85% | 11.12% | +2.73% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 15.69% | 11.50% | +4.19% |