VIVIX vs. VDIGX
Compare and contrast key facts about Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Dividend Growth Fund (VDIGX).
VIVIX is managed by Vanguard. It was launched on Jul 2, 1998. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Performance
VIVIX vs. VDIGX - Performance Comparison
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VIVIX vs. VDIGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIVIX Vanguard Value Index Fund Institutional Shares | 1.63% | 15.30% | 15.99% | 9.23% | -2.05% | 26.50% | 2.30% | 25.83% | -5.44% | 17.14% |
VDIGX Vanguard Dividend Growth Fund | -6.99% | 11.11% | 20.84% | 8.11% | -4.89% | 24.86% | 12.04% | 30.94% | 0.08% | 19.32% |
Returns By Period
In the year-to-date period, VIVIX achieves a 1.63% return, which is significantly higher than VDIGX's -6.99% return. Both investments have delivered pretty close results over the past 10 years, with VIVIX having a 11.62% annualized return and VDIGX not far behind at 11.31%.
VIVIX
- 1D
- -0.17%
- 1M
- -6.36%
- YTD
- 1.63%
- 6M
- 4.64%
- 1Y
- 14.18%
- 3Y*
- 14.46%
- 5Y*
- 10.63%
- 10Y*
- 11.62%
VDIGX
- 1D
- 0.14%
- 1M
- -8.69%
- YTD
- -6.99%
- 6M
- -4.14%
- 1Y
- 0.66%
- 3Y*
- 10.48%
- 5Y*
- 8.98%
- 10Y*
- 11.31%
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VIVIX vs. VDIGX - Expense Ratio Comparison
VIVIX has a 0.04% 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%.
Return for Risk
VIVIX vs. VDIGX — Risk / Return Rank
VIVIX
VDIGX
VIVIX vs. VDIGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value Index Fund Institutional Shares (VIVIX) 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.
| VIVIX | VDIGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.04 | 0.12 | +0.92 |
Sortino ratioReturn per unit of downside risk | 1.50 | 0.29 | +1.21 |
Omega ratioGain probability vs. loss probability | 1.22 | 1.04 | +0.19 |
Calmar ratioReturn relative to maximum drawdown | 1.25 | 0.30 | +0.95 |
Martin ratioReturn relative to average drawdown | 5.67 | 1.17 | +4.49 |
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
| VIVIX | VDIGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.04 | 0.12 | +0.92 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.77 | 0.65 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.70 | 0.72 | -0.03 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.39 | 0.60 | -0.20 |
Correlation
The correlation between VIVIX and VDIGX is 0.87, 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
VIVIX vs. VDIGX - Dividend Comparison
VIVIX's dividend yield for the trailing twelve months is around 2.06%, less than VDIGX's 26.40% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIVIX Vanguard Value Index Fund Institutional Shares | 2.06% | 2.04% | 2.31% | 2.46% | 2.52% | 2.15% | 2.55% | 2.50% | 2.73% | 2.30% | 2.46% | 2.61% |
VDIGX Vanguard Dividend Growth Fund | 26.40% | 21.90% | 21.94% | 2.29% | 6.06% | 5.45% | 2.83% | 4.70% | 8.72% | 5.16% | 2.86% | 5.70% |
Drawdowns
VIVIX vs. VDIGX - Drawdown Comparison
The maximum VIVIX drawdown since its inception was -59.30%, which is greater than VDIGX's maximum drawdown of -45.23%. Use the drawdown chart below to compare losses from any high point for VIVIX and VDIGX.
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Drawdown Indicators
| VIVIX | VDIGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.30% | -45.23% | -14.07% |
Max Drawdown (1Y)Largest decline over 1 year | -11.29% | -9.57% | -1.72% |
Max Drawdown (5Y)Largest decline over 5 years | -17.12% | -16.18% | -0.94% |
Max Drawdown (10Y)Largest decline over 10 years | -36.80% | -32.98% | -3.82% |
Current DrawdownCurrent decline from peak | -6.36% | -8.96% | +2.60% |
Average DrawdownAverage peak-to-trough decline | -9.31% | -6.67% | -2.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 2.41% | +0.07% |
Volatility
VIVIX vs. VDIGX - Volatility Comparison
Vanguard Value Index Fund Institutional Shares (VIVIX) and Vanguard Dividend Growth Fund (VDIGX) have volatilities of 3.27% and 3.40%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIVIX | VDIGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.27% | 3.40% | -0.13% |
Volatility (6M)Calculated over the trailing 6-month period | 7.52% | 7.39% | +0.13% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.82% | 14.39% | +0.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.90% | 13.82% | +0.08% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.74% | 15.68% | +1.06% |