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.
Performance
VQNPX vs. VIG - Performance Comparison
Returns By Period
In the year-to-date period, VQNPX achieves a 27.08% return, which is significantly higher than VIG's 19.54% return. Over the past 10 years, VQNPX has underperformed VIG with an annualized return of 6.15%, while VIG has yielded a comparatively higher 11.65% annualized return.
VQNPX
27.08%
1.97%
12.64%
23.45%
7.67%
6.15%
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
Key characteristics
| VQNPX | VIG | |
|---|---|---|
| Sharpe Ratio | 1.66 | 2.57 |
| Sortino Ratio | 2.11 | 3.62 |
| Omega Ratio | 1.33 | 1.47 |
| Calmar Ratio | 1.05 | 5.06 |
| Martin Ratio | 8.43 | 16.59 |
| Ulcer Index | 2.86% | 1.55% |
| Daily Std Dev | 14.49% | 9.99% |
| Max Drawdown | -61.71% | -46.81% |
| Current Drawdown | -0.79% | -1.02% |
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VQNPX vs. VIG - Expense Ratio Comparison
VQNPX has a 0.32% expense ratio, which is higher than VIG's 0.06% expense ratio.
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.
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 0.86%, less than VIG's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VQNPX Vanguard Growth and Income Fund Investor Shares | 0.86% | 1.20% | 1.64% | 1.15% | 1.36% | 1.58% | 1.79% | 1.47% | 2.07% | 1.87% | 1.65% | 1.50% |
VIG Vanguard Dividend Appreciation ETF | 1.70% | 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 -61.71%, 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) has a higher volatility of 4.14% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.70%. This indicates that VQNPX'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.