VHDYX vs. VDIGX
Compare and contrast key facts about Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) and Vanguard Dividend Growth Fund (VDIGX).
VHDYX is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 16, 2006. 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: VHDYX or VDIGX.
Correlation
The correlation between VHDYX and VDIGX is 0.76, 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.
Performance
VHDYX vs. VDIGX - Performance Comparison
Key characteristics
Returns By Period
VHDYX
N/A
N/A
N/A
N/A
N/A
N/A
VDIGX
-0.22%
-12.58%
-5.54%
-0.61%
7.27%
9.69%
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VHDYX vs. VDIGX - Expense Ratio Comparison
VHDYX has a 0.04% 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%.
Risk-Adjusted Performance
VHDYX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) 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
VHDYX vs. VDIGX - Dividend Comparison
VHDYX has not paid dividends to shareholders, while VDIGX's dividend yield for the trailing twelve months is around 0.93%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VHDYX Vanguard High Dividend Yield Index Fund Investor Shares | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 2.20% | 3.31% | 2.71% | 2.85% | 3.15% | 2.70% |
VDIGX Vanguard Dividend Growth Fund | 0.93% | 0.93% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% |
Drawdowns
VHDYX vs. VDIGX - Drawdown Comparison
Volatility
VHDYX vs. VDIGX - Volatility Comparison
The current volatility for Vanguard High Dividend Yield Index Fund Investor Shares (VHDYX) is 0.00%, while Vanguard Dividend Growth Fund (VDIGX) has a volatility of 10.81%. This indicates that VHDYX experiences smaller price fluctuations and is considered to be less risky than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.