VIG vs. VTI
Compare and contrast key facts about Vanguard Dividend Appreciation ETF (VIG) and Vanguard Total Stock Market ETF (VTI).
VIG and VTI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001. Both VIG and VTI are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIG or VTI.
Key characteristics
| VIG | VTI | |
|---|---|---|
| YTD Return | 3.43% | 4.76% |
| 1Y Return | 14.31% | 22.66% |
| 3Y Return (Ann) | 6.69% | 6.08% |
| 5Y Return (Ann) | 11.32% | 12.42% |
| 10Y Return (Ann) | 11.05% | 11.86% |
| Sharpe Ratio | 1.43 | 1.88 |
| Daily Std Dev | 10.05% | 12.15% |
| Max Drawdown | -46.81% | -55.45% |
| Current Drawdown | -4.09% | -4.72% |
Correlation
The correlation between VIG and VTI is 0.94, 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. VTI - Performance Comparison
In the year-to-date period, VIG achieves a 3.43% return, which is significantly lower than VTI's 4.76% return. Over the past 10 years, VIG has underperformed VTI with an annualized return of 11.05%, while VTI has yielded a comparatively higher 11.86% annualized return. 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. VTI - Expense Ratio Comparison
VIG has a 0.06% expense ratio, which is higher than VTI's 0.03% expense ratio. However, 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. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and Vanguard Total Stock Market ETF (VTI). 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. VTI - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.84%, more than VTI's 1.43% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIG Vanguard Dividend Appreciation ETF | 1.84% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
VTI Vanguard Total Stock Market ETF | 1.43% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
VIG vs. VTI - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for VIG and VTI. For additional features, visit the drawdowns tool.
Volatility
VIG vs. VTI - Volatility Comparison
The current volatility for Vanguard Dividend Appreciation ETF (VIG) is 3.09%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 3.36%. This indicates that VIG experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.