VEIPX vs. VDIGX
Compare and contrast key facts about Vanguard Equity Income Fund Investor Shares (VEIPX) and Vanguard Dividend Growth Fund (VDIGX).
VEIPX is managed by Vanguard. It was launched on Mar 21, 1988. 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: VEIPX or VDIGX.
Performance
VEIPX vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, VEIPX achieves a 17.26% return, which is significantly higher than VDIGX's 11.34% return. Over the past 10 years, VEIPX has underperformed VDIGX with an annualized return of 9.66%, while VDIGX has yielded a comparatively higher 10.85% annualized return.
VEIPX
17.26%
-0.50%
7.27%
20.09%
9.89%
9.66%
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
Key characteristics
| VEIPX | VDIGX | |
|---|---|---|
| Sharpe Ratio | 1.72 | 2.09 |
| Sortino Ratio | 2.26 | 2.86 |
| Omega Ratio | 1.33 | 1.37 |
| Calmar Ratio | 3.30 | 3.80 |
| Martin Ratio | 8.09 | 11.19 |
| Ulcer Index | 2.41% | 1.63% |
| Daily Std Dev | 11.37% | 8.72% |
| Max Drawdown | -54.12% | -45.23% |
| Current Drawdown | -1.68% | -3.65% |
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VEIPX vs. VDIGX - Expense Ratio Comparison
VEIPX has a 0.28% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Correlation
The correlation between VEIPX and VDIGX is 0.87, 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.
Risk-Adjusted Performance
VEIPX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Investor Shares (VEIPX) 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
VEIPX vs. VDIGX - Dividend Comparison
VEIPX's dividend yield for the trailing twelve months is around 2.73%, more than VDIGX's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIPX Vanguard Equity Income Fund Investor Shares | 2.73% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% | 2.51% |
VDIGX Vanguard Dividend Growth Fund | 1.65% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VEIPX vs. VDIGX - Drawdown Comparison
The maximum VEIPX drawdown since its inception was -54.12%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VEIPX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VEIPX vs. VDIGX - Volatility Comparison
Vanguard Equity Income Fund Investor Shares (VEIPX) has a higher volatility of 3.59% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.49%. This indicates that VEIPX'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.