VIGI vs. IGRO
Compare and contrast key facts about Vanguard International Dividend Appreciation ETF (VIGI) and iShares International Dividend Growth ETF (IGRO).
VIGI and IGRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VIGI is a passively managed fund by Vanguard that tracks the performance of the NASDAQ International DividendAchieversSelect Index. It was launched on Feb 25, 2016. IGRO is a passively managed fund by iShares that tracks the performance of the Morningstar Global ex-US Dividend Growth Index. It was launched on May 17, 2016. Both VIGI and IGRO 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: VIGI or IGRO.
Key characteristics
| VIGI | IGRO | |
|---|---|---|
| YTD Return | 1.53% | 4.05% |
| 1Y Return | 6.96% | 8.97% |
| 3Y Return (Ann) | 1.28% | 1.92% |
| 5Y Return (Ann) | 7.54% | 7.26% |
| Sharpe Ratio | 0.62 | 0.78 |
| Daily Std Dev | 11.17% | 11.61% |
| Max Drawdown | -31.01% | -36.25% |
| Current Drawdown | -3.92% | -1.04% |
Correlation
The correlation between VIGI and IGRO is 0.80, 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
VIGI vs. IGRO - Performance Comparison
In the year-to-date period, VIGI achieves a 1.53% return, which is significantly lower than IGRO's 4.05% 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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VIGI vs. IGRO - Expense Ratio Comparison
VIGI has a 0.15% expense ratio, which is lower than IGRO's 0.22% 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
VIGI vs. IGRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard International Dividend Appreciation ETF (VIGI) and iShares International Dividend Growth ETF (IGRO). 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
VIGI vs. IGRO - Dividend Comparison
VIGI's dividend yield for the trailing twelve months is around 2.05%, less than IGRO's 2.78% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|
VIGI Vanguard International Dividend Appreciation ETF | 2.05% | 1.92% | 2.06% | 7.02% | 1.29% | 1.83% | 1.99% | 1.75% | 0.98% |
IGRO iShares International Dividend Growth ETF | 2.78% | 2.79% | 2.69% | 2.27% | 2.41% | 2.64% | 2.97% | 2.43% | 1.18% |
Drawdowns
VIGI vs. IGRO - Drawdown Comparison
The maximum VIGI drawdown since its inception was -31.01%, smaller than the maximum IGRO drawdown of -36.25%. Use the drawdown chart below to compare losses from any high point for VIGI and IGRO. For additional features, visit the drawdowns tool.
Volatility
VIGI vs. IGRO - Volatility Comparison
The current volatility for Vanguard International Dividend Appreciation ETF (VIGI) is 3.48%, while iShares International Dividend Growth ETF (IGRO) has a volatility of 3.76%. This indicates that VIGI experiences smaller price fluctuations and is considered to be less risky than IGRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.