VIAAX vs. VDIGX
Compare and contrast key facts about Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) and Vanguard Dividend Growth Fund (VDIGX).
VIAAX is managed by Vanguard. It was launched on Mar 2, 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: VIAAX or VDIGX.
Key characteristics
| VIAAX | VDIGX | |
|---|---|---|
| YTD Return | 6.32% | 12.90% |
| 1Y Return | 17.29% | 21.54% |
| 3Y Return (Ann) | 0.77% | 6.36% |
| 5Y Return (Ann) | 6.83% | 11.06% |
| Sharpe Ratio | 1.51 | 2.48 |
| Sortino Ratio | 2.18 | 3.40 |
| Omega Ratio | 1.26 | 1.45 |
| Calmar Ratio | 1.22 | 4.51 |
| Martin Ratio | 7.58 | 13.61 |
| Ulcer Index | 2.28% | 1.59% |
| Daily Std Dev | 11.44% | 8.74% |
| Max Drawdown | -30.78% | -45.23% |
| Current Drawdown | -6.72% | -2.30% |
Correlation
The correlation between VIAAX and VDIGX is 0.72, 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
VIAAX vs. VDIGX - Performance Comparison
In the year-to-date period, VIAAX achieves a 6.32% return, which is significantly lower than VDIGX's 12.90% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VIAAX vs. VDIGX - Expense Ratio Comparison
VIAAX has a 0.16% 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
VIAAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) 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
VIAAX vs. VDIGX - Dividend Comparison
VIAAX's dividend yield for the trailing twelve months is around 1.98%, more than VDIGX's 1.63% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIAAX Vanguard International Dividend Appreciation Index Fund Admiral Shares | 1.98% | 1.92% | 2.05% | 0.94% | 1.28% | 1.83% | 1.99% | 1.69% | 1.06% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 1.63% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VIAAX vs. VDIGX - Drawdown Comparison
The maximum VIAAX drawdown since its inception was -30.78%, smaller than the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VIAAX and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VIAAX vs. VDIGX - Volatility Comparison
Vanguard International Dividend Appreciation Index Fund Admiral Shares (VIAAX) has a higher volatility of 3.33% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.44%. This indicates that VIAAX'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.