VIG vs. VDIGX
Compare and contrast key facts about Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Growth Fund (VDIGX).
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. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIG or VDIGX.
Performance
VIG vs. VDIGX - Performance Comparison
Returns By Period
In the year-to-date period, VIG achieves a 19.54% return, which is significantly higher than VDIGX's 11.92% return. Over the past 10 years, VIG has outperformed VDIGX with an annualized return of 11.65%, while VDIGX has yielded a comparatively lower 10.79% annualized return.
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
VDIGX
11.92%
-1.90%
6.81%
16.75%
10.79%
10.79%
Key characteristics
| VIG | VDIGX | |
|---|---|---|
| Sharpe Ratio | 2.57 | 1.98 |
| Sortino Ratio | 3.62 | 2.73 |
| Omega Ratio | 1.47 | 1.35 |
| Calmar Ratio | 5.06 | 3.62 |
| Martin Ratio | 16.59 | 10.27 |
| Ulcer Index | 1.55% | 1.69% |
| Daily Std Dev | 9.99% | 8.76% |
| Max Drawdown | -46.81% | -45.23% |
| Current Drawdown | -1.02% | -3.15% |
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VIG vs. VDIGX - Expense Ratio Comparison
VIG has a 0.06% expense ratio, which is lower than VDIGX's 0.27% 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 VDIGX 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. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and Vanguard Dividend Growth Fund (VDIGX). 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. VDIGX - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.70%, more than VDIGX's 1.65% 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% |
VDIGX Vanguard Dividend Growth Fund | 1.65% | 1.69% | 1.67% | 1.46% | 1.62% | 1.72% | 2.15% | 1.92% | 1.92% | 1.93% | 1.91% | 1.80% |
Drawdowns
VIG vs. VDIGX - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, roughly equal to the maximum VDIGX drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VIG and VDIGX. For additional features, visit the drawdowns tool.
Volatility
VIG vs. VDIGX - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 3.70% compared to Vanguard Dividend Growth Fund (VDIGX) at 2.51%. This indicates that VIG's price experiences larger fluctuations and is considered to be riskier than VDIGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.