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VIG vs. USD=X
Performance
Return for Risk
Drawdowns
Volatility

Performance

VIG vs. USD=X - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Dividend Appreciation ETF (VIG) and USD Cash (USD=X). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period


VIG

1D
0.03%
1M
2.32%
YTD
6.58%
6M
6.47%
1Y
18.31%
3Y*
16.04%
5Y*
10.62%
10Y*
13.05%

USD=X

1D
0.00%
1M
0.00%
YTD
0.00%
6M
0.00%
1Y
0.00%
3Y*
0.00%
5Y*
0.00%
10Y*
0.00%
*Multi-year figures are annualized to reflect compound growth (CAGR)

VIG vs. USD=X - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
VIG
Vanguard Dividend Appreciation ETF
6.58%14.17%16.99%14.51%-9.80%23.76%15.43%29.62%-2.08%22.22%
USD=X
USD Cash
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

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Return for Risk

VIG vs. USD=X — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VIG
VIG Risk / Return Rank: 5858
Overall Rank
VIG Sharpe Ratio Rank: 6060
Sharpe Ratio Rank
VIG Sortino Ratio Rank: 6464
Sortino Ratio Rank
VIG Omega Ratio Rank: 5858
Omega Ratio Rank
VIG Calmar Ratio Rank: 5252
Calmar Ratio Rank
VIG Martin Ratio Rank: 5858
Martin Ratio Rank

USD=X
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VIG vs. USD=X - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and USD Cash (USD=X). 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.


VIGUSD=XDifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.33

Calmar ratioReturn relative to maximum drawdown

2.33

Martin ratioReturn relative to average drawdown

9.37

VIG vs. USD=X - Sharpe Ratio Comparison


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Sharpe Ratios by Period


VIGUSD=XDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.82

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.75

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.82

Sharpe Ratio (All Time)

Calculated using the full available price history

0.60

Drawdowns

VIG vs. USD=X - Drawdown Comparison

The maximum VIG drawdown since its inception was -46.81%, which is greater than USD=X's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VIG and USD=X.


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Drawdown Indicators


VIGUSD=XDifference

Max Drawdown

Largest peak-to-trough decline

-46.81%

0.00%

-46.81%

Max Drawdown (1Y)

Largest decline over 1 year

-7.91%

0.00%

-7.91%

Max Drawdown (3Y)

Largest decline over 3 years

-14.95%

0.00%

-14.95%

Max Drawdown (5Y)

Largest decline over 5 years

-20.39%

0.00%

-20.39%

Max Drawdown (10Y)

Largest decline over 10 years

-31.72%

0.00%

-31.72%

Current Drawdown

Current decline from peak

-1.34%

0.00%

-1.34%

Average Drawdown

Average peak-to-trough decline

-5.51%

0.00%

-5.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.96%

0.00%

+1.96%

Volatility

VIG vs. USD=X - Volatility Comparison

Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 2.42% compared to USD Cash (USD=X) at 0.00%. This indicates that VIG's price experiences larger fluctuations and is considered to be riskier than USD=X based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


VIGUSD=XDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.42%

0.00%

+2.42%

Volatility (6M)

Calculated over the trailing 6-month period

7.68%

0.00%

+7.68%

Volatility (1Y)

Calculated over the trailing 1-year period

10.10%

0.00%

+10.10%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.24%

0.00%

+14.24%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.06%

0.00%

+16.06%

Frequently Asked Questions


VIG has higher volatility (2.42%) compared to USD=X (0.00%). In terms of maximum drawdown, VIG dropped -46.81% vs USD=X's 0.00%.

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