VIG vs. VTV
Compare and contrast key facts about Vanguard Dividend Appreciation ETF (VIG) and Vanguard Value ETF (VTV).
VIG and VTV 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 Dec 19, 2013. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004. Both VIG and VTV are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
VIG vs. VTV - Performance Comparison
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VIG vs. VTV - 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% |
VTV Vanguard Value ETF | 3.30% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
Returns By Period
In the year-to-date period, VIG achieves a -1.77% return, which is significantly lower than VTV's 3.30% return. Both investments have delivered pretty close results over the past 10 years, with VIG having a 12.25% annualized return and VTV not far behind at 11.80%.
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%
VTV
- 1D
- 1.64%
- 1M
- -4.81%
- YTD
- 3.30%
- 6M
- 6.34%
- 1Y
- 16.02%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
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VIG vs. VTV - Expense Ratio Comparison
Both VIG and VTV have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VIG vs. VTV — Risk / Return Rank
VIG
VTV
VIG vs. VTV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and Vanguard Value ETF (VTV). 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 | VTV | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.83 | 1.08 | -0.25 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.56 | -0.28 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.28 | 1.53 | -0.25 |
Martin ratioReturn relative to average drawdown | 5.73 | 6.93 | -1.20 |
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 | VTV | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.83 | 1.08 | -0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.69 | 0.79 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.71 | +0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.57 | 0.49 | +0.08 |
Correlation
The correlation between VIG and VTV is 0.92, 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. VTV - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.61%, less than VTV's 2.02% 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% |
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
Drawdowns
VIG vs. VTV - Drawdown Comparison
The maximum VIG drawdown since its inception was -46.81%, smaller than the maximum VTV drawdown of -59.27%. Use the drawdown chart below to compare losses from any high point for VIG and VTV.
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Drawdown Indicators
| VIG | VTV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.81% | -59.27% | +12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -10.83% | -11.32% | +0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -20.39% | -17.04% | -3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -31.72% | -36.78% | +5.06% |
Current DrawdownCurrent decline from peak | -6.00% | -4.81% | -1.19% |
Average DrawdownAverage peak-to-trough decline | -5.55% | -7.92% | +2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.42% | 2.50% | -0.08% |
Volatility
VIG vs. VTV - Volatility Comparison
Vanguard Dividend Appreciation ETF (VIG) has a higher volatility of 4.07% compared to Vanguard Value ETF (VTV) at 3.78%. This indicates that VIG's price experiences larger fluctuations and is considered to be riskier than VTV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIG | VTV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.07% | 3.78% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.84% | 7.72% | +0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 15.31% | 14.93% | +0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.26% | 13.88% | +0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.05% | 16.67% | -0.62% |