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VIG vs. VDADX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

VIG vs. VDADX

Last updated Aug 4, 2026
Documentation

VIG (Vanguard Dividend Appreciation ETF) and VDADX (Vanguard Dividend Appreciation Index Fund Admiral Shares) are both Dividend funds from Vanguard tracking the S&P U.S. Dividend Growers Index. Both are passively managed. Over the past 10 years, VIG returned 12.98%/yr vs 13.00%/yr for VDADX. Their 1.00 correlation means they have historically moved very closely together. VIG charges 0.04%/yr vs 0.07%/yr for VDADX.

Performance

VIG vs. VDADX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both stocks are quite close, with VIG having a 10.16% return and VDADX slightly lower at 9.66%. Both investments have delivered pretty close results over the past 10 years, with VIG having a 12.98% annualized return and VDADX not far ahead at 13.00%.

VIG

1D
0.41%
1M
0.64%
6M
7.02%
YTD
10.16%
1Y
19.59%
3Y*
15.82%
5Y*
10.56%
10Y*
12.98%
ALL TIME*
10.24%

VDADX

1D
-0.37%
1M
0.17%
6M
6.55%
YTD
9.66%
1Y
19.03%
3Y*
14.89%
5Y*
10.41%
10Y*
13.00%
ALL TIME*
11.86%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

VDADX

Vanguard Dividend Appreciation Index Fund Admiral Shares
$0.00$0.00$0.00

VIG

Vanguard Dividend Appreciation ETF
$232.65M$242.03M$260.72M

VIG vs. VDADX - Yearly Performance Comparison

2026 (YTD)202520242023202220212020201920182017
VIG
Vanguard Dividend Appreciation ETF		10.16%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		9.66%14.17%16.99%14.44%-9.80%23.59%15.47%29.68%-2.06%22.22%

Correlation

The correlation between VIG and VDADX is 1.00 - they have historically moved very closely together. At this level, their price movements offset little of one another.

Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

1.00

Correlation (3Y)
Balances recent behavior with more history.

0.99

Correlation (5Y)
Shows whether the relationship held over a longer period.

1.00

Correlation (10Y)
Provides a long-term view across more market conditions.

1.00

Correlation (All Time)
Calculated using the full available price history since Dec 20, 2013

1.00

The correlation between VIG and VDADX has been stable across timeframes, ranging from 0.99 to 1.00 - a consistent structural relationship.

VIG vs. VDADX - Sectors Allocation Comparison

Sectors
VIG
VDADX

Technology

26.9%
26.9%

Financial Services

20.3%
20.3%

Healthcare

17.8%
17.8%

Industrials

11.9%
11.9%

Consumer Defensive

9.2%
9.2%

Consumer Cyclical

4.5%
4.5%

Basic Materials

3.4%
3.4%

Utilities

3.0%
3.0%

Energy

3.0%
3.0%

Communication Services

0.5%
0.5%

Real Estate

-

-

Technology

VIG
26.9%
VDADX
26.9%

Financial Services

VIG
20.3%
VDADX
20.3%

Healthcare

VIG
17.8%
VDADX
17.8%

Industrials

VIG
11.9%
VDADX
11.9%

Consumer Defensive

VIG
9.2%
VDADX
9.2%

Consumer Cyclical

VIG
4.5%
VDADX
4.5%

Basic Materials

VIG
3.4%
VDADX
3.4%

Utilities

VIG
3.0%
VDADX
3.0%

Energy

VIG
3.0%
VDADX
3.0%

Communication Services

VIG
0.5%
VDADX
0.5%

Real Estate

VIG

-

VDADX

-

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Vanguard Dividend Appreciation ETF

Vanguard Dividend Appreciation Index Fund Admiral Shares

Often compared with VIG:
VIG vs. SCHDVIG vs. VYMVIG vs. VOOVIG vs. DGROVIG vs. VDIGXVIG vs. VTIVIG vs. VTV
Often compared with VDADX:
VDADX vs. VDIGXVDADX vs. VFIAXVDADX vs. SCHDVDADX vs. VVIAXVDADX vs. VTSAXVDADX vs. VYMVDADX vs. VEIRX

Return for Risk

VIG vs. VDADX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
VIG
VIG Risk / Return Rank: 7979
Overall Rank
VIG Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
VIG Sortino Ratio Rank: 8484
Sortino Ratio Rank
VIG Omega Ratio Rank: 8282
Omega Ratio Rank
VIG Calmar Ratio Rank: 7171
Calmar Ratio Rank
VIG Martin Ratio Rank: 7878
Martin Ratio Rank
VDADX
VDADX Risk / Return Rank: 7171
Overall Rank
VDADX Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
VDADX Sortino Ratio Rank: 7474
Sortino Ratio Rank
VDADX Omega Ratio Rank: 7070
Omega Ratio Rank
VDADX Calmar Ratio Rank: 6565
Calmar Ratio Rank
VDADX Martin Ratio Rank: 7272
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

VIGVDADXDifference
Sharpe ratioReturn per unit of total volatility
1.96
1.78

+0.18

Sortino ratioReturn per unit of downside risk
2.82
2.57

+0.24

Omega ratioGain probability vs. loss probability

1.35

1.32

+0.03

Calmar ratioReturn relative to maximum drawdown

2.49

2.28

+0.21

Martin ratioReturn relative to average drawdown

10.11

9.27

+0.84

VIG vs. VDADX - Sharpe Ratio Comparison

The current VIG Sharpe Ratio is 1.96, which is comparable to the VDADX Sharpe Ratio of 1.78. The chart below compares the historical Sharpe Ratios of VIG and VDADX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

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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

VIGVDADXDifference

Max Drawdown

Largest peak-to-trough decline

-46.81%

-31.70%

-15.11%

Max Drawdown (1Y)

Largest decline over 1 year

-7.91%

-7.93%

+0.02%

Max Drawdown (3Y)

Largest decline over 3 years

-14.95%

-14.95%

0.00%

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 Drawdown

Current decline from peak

-0.66%

-1.04%

+0.38%

Average Drawdown

Average peak-to-trough decline

-5.47%

-3.37%

-2.10%

Ulcer Index

Depth and duration of drawdowns from previous peaks

1.94%

1.95%

-0.01%

Volatility

VIG vs. VDADX - Volatility Comparison

Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) have volatilities of 2.57% and 2.66%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

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Volatility by Period

VIGVDADXDifference

Volatility (1M)

Calculated over the trailing 1-month period

2.57%

2.66%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

7.62%

7.65%

-0.03%

Volatility (1Y)

Calculated over the trailing 1-year period

10.08%

10.19%

-0.11%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.20%

14.24%

-0.04%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

16.02%

16.16%

-0.14%

VIG vs. VDADX - Expense Ratio Comparison

VIG has a 0.04% expense ratio, which is lower than VDADX's 0.07% 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%.

Dividends

VIG vs. VDADX - Dividend Comparison

VIG's dividend yield for the trailing twelve months is around 1.49%, which matches VDADX's 1.48% yield.

PositionTTM20252024202320222021202020192018201720162015
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shares		1.48%1.60%1.71%1.86%1.94%1.53%1.61%1.69%2.07%1.88%2.14%2.34%
VIG
Vanguard Dividend Appreciation ETF		1.49%1.62%1.73%1.88%1.96%1.55%1.63%1.71%2.08%1.88%2.14%2.34%

Frequently Asked Questions

With a correlation of 1.00, VIG and VDADX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VDADX has higher volatility (2.66%) compared to VIG (2.57%). In terms of maximum drawdown, VIG dropped -46.81% vs VDADX's -31.70%.

VIG currently has the higher Sharpe Ratio (1.96 vs 1.78), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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