VIG vs. VDADX
Compare and contrast key facts about Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX).
VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Performance
VIG vs. VDADX - Performance Comparison
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VIG vs. VDADX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | -3.77% | 14.17% | 16.99% | 14.44% | -9.80% | 23.59% | 15.47% | 29.68% | -2.06% | 22.22% |
Returns By Period
In the year-to-date period, VIG achieves a -1.77% return, which is significantly higher than VDADX's -3.77% return. Both investments have delivered pretty close results over the past 10 years, with VIG having a 12.25% annualized return and VDADX not far behind at 12.01%.
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
VDADX
- 1D
- 0.00%
- 1M
- -7.14%
- YTD
- -3.77%
- 6M
- -1.63%
- 1Y
- 10.40%
- 3Y*
- 13.00%
- 5Y*
- 9.45%
- 10Y*
- 12.01%
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VIG vs. VDADX - Expense Ratio Comparison
VIG has a 0.04% expense ratio, which is lower than VDADX'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%.
Return for Risk
VIG vs. VDADX — Risk / Return Rank
VIG
VDADX
VIG vs. VDADX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). 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.
| VIG | VDADX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 0.76 | +0.07 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.18 | +0.10 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.17 | +0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 0.92 | +0.36 |
Martin ratioReturn relative to average drawdown | 5.73 | 4.19 | +1.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VIG | VDADX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 0.76 | +0.07 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.67 | +0.02 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.74 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.71 | -0.13 |
Correlation
The correlation between VIG and VDADX is 1.00, 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.
Dividends
VIG vs. VDADX - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.61%, which matches VDADX's 1.62% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.62% | 1.60% | 1.71% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% |
Drawdowns
VIG vs. VDADX - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, which is greater than VDADX's maximum drawdown of -31.70%. Use the drawdown chart below to compare losses from any high point for VIG and VDADX.
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Drawdown Indicators
| VIG | VDADX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.81% | -31.70% | -15.11% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -10.87% | +0.04% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -20.42% | +0.03% |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | -31.70% | -0.02% |
Current DrawdownCurrent decline from peak | -6.00% | -7.93% | +1.93% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -3.44% | -2.11% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.40% | +0.02% |
Volatility
VIG vs. VDADX - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 4.07% compared to Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) at 3.33%. This indicates that VIG's price experiences larger fluctuations and is considered to be riskier than VDADX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIG | VDADX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.33% | +0.74% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 7.58% | +0.26% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 15.23% | +0.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 14.28% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 16.18% | -0.13% |