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 Apr 21, 2006. VDADX is managed by Vanguard. It was launched on Dec 19, 2013.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIG or VDADX.
Key characteristics
| VIG | VDADX | |
|---|---|---|
| YTD Return | 17.37% | 17.35% |
| 1Y Return | 32.38% | 32.25% |
| 3Y Return (Ann) | 8.43% | 8.38% |
| 5Y Return (Ann) | 12.69% | 12.65% |
| 10Y Return (Ann) | 11.82% | 11.80% |
| Sharpe Ratio | 3.44 | 3.51 |
| Sortino Ratio | 4.79 | 4.95 |
| Omega Ratio | 1.64 | 1.66 |
| Calmar Ratio | 3.91 | 3.92 |
| Martin Ratio | 23.21 | 23.30 |
| Ulcer Index | 1.46% | 1.45% |
| Daily Std Dev | 9.85% | 9.65% |
| Max Drawdown | -46.81% | -31.70% |
| Current Drawdown | -2.07% | -2.08% |
Correlation
The correlation between VIG and VDADX is 0.99, 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
VIG vs. VDADX - Performance Comparison
The year-to-date returns for both stocks are quite close, with VIG having a 17.37% return and VDADX slightly lower at 17.35%. Both investments have delivered pretty close results over the past 10 years, with VIG having a 11.82% annualized return and VDADX not far behind at 11.80%. 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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VIG vs. VDADX - Expense Ratio Comparison
VIG has a 0.06% 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%.
Risk-Adjusted Performance
VIG vs. VDADX - Risk-Adjusted Performance 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.
Dividends
VIG vs. VDADX - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.73%, which matches VDADX's 1.72% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares | 1.72% | 1.86% | 1.94% | 1.53% | 1.61% | 1.69% | 2.07% | 1.88% | 2.14% | 2.34% | 1.95% | 0.00% |
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. For additional features, visit the drawdowns tool.
Volatility
VIG vs. VDADX - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) have volatilities of 2.67% and 2.64%, 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.