VTV vs. VIG
Compare and contrast key facts about Vanguard Value ETF (VTV) and Vanguard Dividend Appreciation ETF (VIG).
VTV and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VTV is a passively managed fund by Vanguard that tracks the performance of the MSCI US Prime Market Value Index. It was launched on Jan 26, 2004. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013. Both VTV and VIG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
VTV vs. VIG - Performance Comparison
Loading graphics...
VTV vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VTV Vanguard Value ETF | 3.30% | 15.27% | 15.95% | 9.32% | -2.09% | 26.53% | 2.33% | 25.66% | -5.47% | 17.15% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, VTV achieves a 3.30% return, which is significantly higher than VIG's -1.77% return. Both investments have delivered pretty close results over the past 10 years, with VTV having a 11.80% annualized return and VIG not far ahead at 12.25%.
VTV
- 1D
- 1.64%
- 1M
- -4.81%
- YTD
- 3.30%
- 6M
- 6.34%
- 1Y
- 16.02%
- 3Y*
- 15.09%
- 5Y*
- 10.86%
- 10Y*
- 11.80%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VTV vs. VIG - Expense Ratio Comparison
Both VTV and VIG have an expense ratio of 0.04%, making them cost-effective options compared to the broader market, where average expense ratios typically range from 0.3% to 0.9%.
Return for Risk
VTV vs. VIG — Risk / Return Rank
VTV
VIG
VTV vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Value ETF (VTV) 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.
| VTV | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.08 | 0.83 | +0.25 |
Sortino ratioReturn per unit of downside risk | 1.56 | 1.28 | +0.28 |
Omega ratioGain probability vs. loss probability | 1.23 | 1.18 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 1.53 | 1.28 | +0.25 |
Martin ratioReturn relative to average drawdown | 6.93 | 5.73 | +1.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VTV | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.08 | 0.83 | +0.25 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.79 | 0.69 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.77 | -0.06 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.49 | 0.57 | -0.08 |
Correlation
The correlation between VTV and VIG is 0.92, 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
VTV vs. VIG - Dividend Comparison
VTV's dividend yield for the trailing twelve months is around 2.02%, more than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV Vanguard Value ETF | 2.02% | 2.05% | 2.31% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
VTV vs. VIG - Drawdown Comparison
The maximum VTV drawdown since its inception was -59.27%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VTV and VIG.
Loading graphics...
Drawdown Indicators
| VTV | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.27% | -46.81% | -12.46% |
Max Drawdown (1Y)Largest decline over 1 year | -11.32% | -10.83% | -0.49% |
Max Drawdown (5Y)Largest decline over 5 years | -17.04% | -20.39% | +3.35% |
Max Drawdown (10Y)Largest decline over 10 years | -36.78% | -31.72% | -5.06% |
Current DrawdownCurrent decline from peak | -4.81% | -6.00% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -7.92% | -5.55% | -2.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.50% | 2.42% | +0.08% |
Volatility
VTV vs. VIG - Volatility Comparison
The current volatility for Vanguard Value ETF (VTV) is 3.78%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 4.07%. This indicates that VTV experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VTV | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.78% | 4.07% | -0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 7.72% | 7.84% | -0.12% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.93% | 15.31% | -0.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.88% | 14.26% | -0.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.67% | 16.05% | +0.62% |