Correlation
The correlation between VHDIX and VDIGX is 0.81, 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.
VHDIX vs. VDIGX
Compare and contrast key facts about Voya U.S. High Dividend Low Volatility Fund (VHDIX) and Vanguard Dividend Growth Fund (VDIGX).
VHDIX is managed by Voya. It was launched on Dec 6, 2016. 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: VHDIX or VDIGX.
Performance
VHDIX vs. VDIGX - Performance Comparison
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Key characteristics
Returns By Period
VHDIX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
VDIGX
1.81%
4.26%
-2.64%
7.90%
6.38%
11.17%
10.49%
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VHDIX vs. VDIGX - Expense Ratio Comparison
VHDIX has a 0.35% expense ratio, which is higher than VDIGX's 0.27% expense ratio.
Risk-Adjusted Performance
VHDIX vs. VDIGX — Risk-Adjusted Performance Rank
VHDIX
VDIGX
VHDIX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya U.S. High Dividend Low Volatility Fund (VHDIX) 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.
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Dividends
VHDIX vs. VDIGX - Dividend Comparison
VHDIX has not paid dividends to shareholders, while VDIGX's dividend yield for the trailing twelve months is around 13.37%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDIX Voya U.S. High Dividend Low Volatility Fund | 100.47% | 101.26% | 3.78% | 13.47% | 33.18% | 2.38% | 3.23% | 6.52% | 3.86% | 0.19% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 13.37% | 11.96% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.84% | 5.16% | 2.86% | 5.69% | 3.41% |
Drawdowns
VHDIX vs. VDIGX - Drawdown Comparison
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Volatility
VHDIX vs. VDIGX - Volatility Comparison
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