VEIEX vs. VDIGX
Compare and contrast key facts about Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and Vanguard Dividend Growth Fund (VDIGX).
VEIEX is a passively managed fund by Vanguard that tracks the performance of the FTSE Emerging Markets All Cap China A Inclusion Index. It was launched on May 4, 1994. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VEIEX or VDIGX.
Correlation
The correlation between VEIEX and VDIGX is 0.52, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VEIEX vs. VDIGX - Performance Comparison
Key characteristics
VEIEX:
1.05
VDIGX:
1.13
VEIEX:
1.54
VDIGX:
1.57
VEIEX:
1.19
VDIGX:
1.20
VEIEX:
0.58
VDIGX:
1.74
VEIEX:
4.29
VDIGX:
5.42
VEIEX:
3.16%
VDIGX:
1.85%
VEIEX:
12.88%
VDIGX:
8.88%
VEIEX:
-65.96%
VDIGX:
-45.23%
VEIEX:
-10.82%
VDIGX:
-5.78%
Returns By Period
In the year-to-date period, VEIEX achieves a 11.09% return, which is significantly higher than VDIGX's 8.88% return. Over the past 10 years, VEIEX has underperformed VDIGX with an annualized return of 3.98%, while VDIGX has yielded a comparatively higher 10.42% annualized return.
VEIEX
11.09%
-0.31%
3.05%
13.04%
3.05%
3.98%
VDIGX
8.88%
-2.43%
3.40%
9.61%
9.45%
10.42%
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VEIEX vs. VDIGX - Expense Ratio Comparison
VEIEX has a 0.29% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
VEIEX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) and Vanguard Dividend Growth Fund (VDIGX). 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
VEIEX vs. VDIGX - Dividend Comparison
VEIEX's dividend yield for the trailing twelve months is around 0.61%, less than VDIGX's 1.69% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Vanguard Emerging Markets Stock Index Fund Investor Shares | 0.61% | 3.31% | 3.87% | 2.41% | 1.72% | 3.07% | 2.67% | 2.14% | 2.33% | 3.04% | 2.67% | 2.57% |
Vanguard Dividend Growth Fund | 1.69% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VEIEX vs. VDIGX - Drawdown Comparison
The maximum VEIEX drawdown since its inception was -65.96%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VEIEX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VEIEX vs. VDIGX - Volatility Comparison
Vanguard Emerging Markets Stock Index Fund Investor Shares (VEIEX) has a higher volatility of 3.14% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.79%. This indicates that VEIEX's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.