VQNPX vs. VIG
Compare and contrast key facts about Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard Dividend Appreciation ETF (VIG).
VQNPX is managed by Vanguard. It was launched on Dec 10, 1986. 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: VQNPX or VIG.
Key characteristics
| VQNPX | VIG | |
|---|---|---|
| YTD Return | 24.01% | 17.16% |
| 1Y Return | 40.77% | 31.11% |
| 3Y Return (Ann) | 10.02% | 8.35% |
| 5Y Return (Ann) | 15.50% | 12.53% |
| 10Y Return (Ann) | 12.95% | 11.79% |
| Sharpe Ratio | 3.26 | 3.28 |
| Sortino Ratio | 4.27 | 4.57 |
| Omega Ratio | 1.61 | 1.61 |
| Calmar Ratio | 4.24 | 4.04 |
| Martin Ratio | 20.00 | 21.89 |
| Ulcer Index | 2.08% | 1.47% |
| Daily Std Dev | 12.77% | 9.80% |
| Max Drawdown | -56.93% | -46.81% |
| Current Drawdown | -0.77% | -2.25% |
Correlation
The correlation between VQNPX 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
VQNPX vs. VIG - Performance Comparison
In the year-to-date period, VQNPX achieves a 24.01% return, which is significantly higher than VIG's 17.16% return. Over the past 10 years, VQNPX has outperformed VIG with an annualized return of 12.95%, while VIG has yielded a comparatively lower 11.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VQNPX vs. VIG - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is higher than VIG's 0.06% expense ratio.
Risk-Adjusted Performance
VQNPX vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Growth and Income Fund Investor Shares (VQNPX) 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
VQNPX vs. VIG - Dividend Comparison
VQNPX's dividend yield for the trailing twelve months is around 6.88%, more than VIG's 1.74% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 6.88% | 8.60% | 9.69% | 15.16% | 6.53% | 4.09% | 7.93% | 5.75% | 6.90% | 7.60% | 7.09% | 1.50% |
VIG Vanguard Dividend Appreciation ETF | 1.74% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VQNPX vs. VIG - Drawdown Comparison
The maximum VQNPX drawdown since its inception was -56.93%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VQNPX and VIG. For additional features, visit the drawdowns tool.
Volatility
VQNPX vs. VIG - Volatility Comparison
Vanguard Growth and Income Fund Investor Shares (VQNPX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 2.63% and 2.61%, 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.