VEIRX vs. VDIGX
Compare and contrast key facts about Vanguard Equity Income Fund Admiral Shares (VEIRX) and Vanguard Dividend Growth Fund (VDIGX).
VEIRX is managed by Vanguard. It was launched on Aug 13, 2001. 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: VEIRX or VDIGX.
Performance
VEIRX vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, VEIRX achieves a 17.38% return, which is significantly higher than VDIGX's 11.34% return. Over the past 10 years, VEIRX has underperformed VDIGX with an annualized return of 6.62%, while VDIGX has yielded a comparatively higher 10.85% annualized return.
VEIRX
17.38%
-0.48%
7.31%
20.19%
7.24%
6.62%
VDIGX
11.34%
-3.24%
4.53%
17.68%
10.54%
10.85%
Key characteristics
| VEIRX | VDIGX | |
|---|---|---|
| Sharpe Ratio | 1.73 | 2.09 |
| Sortino Ratio | 2.28 | 2.86 |
| Omega Ratio | 1.33 | 1.37 |
| Calmar Ratio | 2.13 | 3.80 |
| Martin Ratio | 8.14 | 11.19 |
| Ulcer Index | 2.41% | 1.63% |
| Daily Std Dev | 11.36% | 8.72% |
| Max Drawdown | -56.75% | -45.23% |
| Current Drawdown | -1.67% | -3.65% |
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VEIRX vs. VDIGX - Expense Ratio Comparison
VEIRX has a 0.19% expense ratio, which is lower than VDIGX's 0.27% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Correlation
The correlation between VEIRX and VDIGX is 0.92, 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
VEIRX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Equity Income Fund Admiral Shares (VEIRX) 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
VEIRX vs. VDIGX - Dividend Comparison
VEIRX's dividend yield for the trailing twelve months is around 2.81%, more than VDIGX's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VEIRX Vanguard Equity Income Fund Admiral Shares | 2.81% | 3.03% | 3.03% | 2.49% | 2.70% | 2.71% | 3.25% | 2.54% | 2.83% | 3.05% | 2.78% | 2.60% |
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
VEIRX vs. VDIGX - Drawdown Comparison
The maximum VEIRX drawdown since its inception was -56.75%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VEIRX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VEIRX vs. VDIGX - Volatility Comparison
Vanguard Equity Income Fund Admiral Shares (VEIRX) has a higher volatility of 3.58% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.49%. This indicates that VEIRX'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.