VIG vs. DGRO
Compare and contrast key facts about Vanguard Dividend Appreciation ETF (VIG) and iShares Core Dividend Growth ETF (DGRO).
VIG and DGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Apr 21, 2006. DGRO is a passively managed fund by iShares that tracks the performance of the Morningstar US Dividend Growth Index. It was launched on Jun 10, 2014. Both VIG and DGRO are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIG or DGRO.
Performance
VIG vs. DGRO - Performance Comparison
Returns By Period
The year-to-date returns for both investments are quite close, with VIG having a 19.54% return and DGRO slightly higher at 20.51%. Both investments have delivered pretty close results over the past 10 years, with VIG having a 11.65% annualized return and DGRO not far ahead at 11.82%.
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
DGRO
20.51%
0.76%
12.23%
27.58%
12.00%
11.82%
Key characteristics
| VIG | DGRO | |
|---|---|---|
| Sharpe Ratio | 2.57 | 2.92 |
| Sortino Ratio | 3.62 | 4.12 |
| Omega Ratio | 1.47 | 1.54 |
| Calmar Ratio | 5.06 | 5.76 |
| Martin Ratio | 16.59 | 19.22 |
| Ulcer Index | 1.55% | 1.46% |
| Daily Std Dev | 9.99% | 9.61% |
| Max Drawdown | -46.81% | -35.10% |
| Current Drawdown | -1.02% | -0.65% |
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VIG vs. DGRO - Expense Ratio Comparison
VIG has a 0.06% expense ratio, which is lower than DGRO's 0.08% 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 VIG and DGRO is 0.96, 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
VIG vs. DGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and iShares Core Dividend Growth ETF (DGRO). 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
VIG vs. DGRO - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.70%, less than DGRO's 2.16% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 1.70% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
DGRO iShares Core Dividend Growth ETF | 2.16% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
Drawdowns
VIG vs. DGRO - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, which is greater than DGRO's maximum drawdown of -35.10%. Use the drawdown chart below to compare losses from any high point for VIG and DGRO. For additional features, visit the drawdowns tool.
Volatility
VIG vs. DGRO - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 3.70% compared to iShares Core Dividend Growth ETF (DGRO) at 3.40%. This indicates that VIG's price experiences larger fluctuations and is considered to be riskier than DGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.