VIVAX vs. VIG
Compare and contrast key facts about Vanguard Value Index Fund (VIVAX) and Vanguard Dividend Appreciation ETF (VIG).
VIVAX is managed by Vanguard. It was launched on Nov 2, 1992. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VIVAX or VIG.
Key characteristics
| VIVAX | VIG | |
|---|---|---|
| YTD Return | 16.68% | 15.96% |
| 1Y Return | 23.29% | 23.85% |
| 3Y Return (Ann) | 10.33% | 9.45% |
| 5Y Return (Ann) | 11.68% | 12.50% |
| 10Y Return (Ann) | 10.20% | 11.78% |
| Sharpe Ratio | 2.16 | 2.32 |
| Daily Std Dev | 10.63% | 10.16% |
| Max Drawdown | -59.38% | -46.81% |
| Current Drawdown | -0.33% | -0.52% |
Correlation
The correlation between VIVAX and VIG is 0.93, 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
VIVAX vs. VIG - Performance Comparison
The year-to-date returns for both stocks are quite close, with VIVAX having a 16.68% return and VIG slightly lower at 15.96%. Over the past 10 years, VIVAX has underperformed VIG with an annualized return of 10.20%, while VIG has yielded a comparatively higher 11.78% 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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VIVAX vs. VIG - Expense Ratio Comparison
VIVAX has a 0.17% expense ratio, which is higher than VIG's 0.06% 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
VIVAX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund (VIVAX) and Vanguard Dividend Appreciation ETF (VIG). 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
VIVAX vs. VIG - Dividend Comparison
VIVAX's dividend yield for the trailing twelve months is around 2.18%, more than VIG's 1.71% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVAX Vanguard Value Index Fund | 2.18% | 2.33% | 2.39% | 2.02% | 2.43% | 2.39% | 2.59% | 2.18% | 2.33% | 2.46% | 2.08% | 2.08% |
VIG Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VIVAX vs. VIG - Drawdown Comparison
The maximum VIVAX drawdown since its inception was -59.38%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VIVAX and VIG. For additional features, visit the drawdowns tool.
Volatility
VIVAX vs. VIG - Volatility Comparison
Vanguard Value Index Fund (VIVAX) has a higher volatility of 3.01% compared to Vanguard Dividend Appreciation ETF (VIG) at 2.86%. This indicates that VIVAX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.