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 Apr 21, 2006. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VTV or VIG.
Performance
VTV vs. VIG - Performance Comparison
Returns By Period
In the year-to-date period, VTV achieves a 21.74% return, which is significantly higher than VIG's 19.54% return. Over the past 10 years, VTV has underperformed VIG with an annualized return of 10.57%, while VIG has yielded a comparatively higher 11.65% annualized return.
VTV
21.74%
1.65%
12.77%
29.27%
11.77%
10.57%
VIG
19.54%
0.68%
11.90%
25.17%
12.78%
11.65%
Key characteristics
| VTV | VIG | |
|---|---|---|
| Sharpe Ratio | 2.90 | 2.57 |
| Sortino Ratio | 4.08 | 3.62 |
| Omega Ratio | 1.53 | 1.47 |
| Calmar Ratio | 5.83 | 5.06 |
| Martin Ratio | 18.64 | 16.59 |
| Ulcer Index | 1.59% | 1.55% |
| Daily Std Dev | 10.23% | 9.99% |
| Max Drawdown | -59.27% | -46.81% |
| Current Drawdown | -0.22% | -1.02% |
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VTV vs. VIG - Expense Ratio Comparison
VTV has a 0.04% expense ratio, which is lower than VIG's 0.06% 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%.
Correlation
The correlation between VTV 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
VTV vs. VIG - Risk-Adjusted Performance 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.
Dividends
VTV vs. VIG - Dividend Comparison
VTV's dividend yield for the trailing twelve months is around 2.22%, more than VIG's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VTV Vanguard Value ETF | 2.22% | 2.46% | 2.52% | 2.15% | 2.56% | 2.50% | 2.73% | 2.29% | 2.44% | 2.60% | 2.22% | 2.21% |
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
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. For additional features, visit the drawdowns tool.
Volatility
VTV vs. VIG - Volatility Comparison
Vanguard Value ETF (VTV) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.76% and 3.70%, 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.