VUIAX vs. VDIGX
Compare and contrast key facts about Vanguard Utilities Index Fund Admiral Shares (VUIAX) and Vanguard Dividend Growth Fund (VDIGX).
VUIAX is managed by Vanguard. It was launched on Apr 28, 2004. VDIGX is managed by Vanguard. It was launched on May 15, 1992.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VUIAX or VDIGX.
Correlation
The correlation between VUIAX and VDIGX is 0.80, 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
VUIAX vs. VDIGX - Performance Comparison
Loading data...
Key characteristics
VUIAX:
13.29%
VDIGX:
9.91%
VUIAX:
-0.86%
VDIGX:
-0.80%
VUIAX:
-0.67%
VDIGX:
-0.20%
Returns By Period
VUIAX
N/A
N/A
N/A
N/A
N/A
N/A
VDIGX
N/A
N/A
N/A
N/A
N/A
N/A
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VUIAX vs. VDIGX - Expense Ratio Comparison
VUIAX has a 0.10% 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%.
Risk-Adjusted Performance
VUIAX vs. VDIGX — Risk-Adjusted Performance Rank
VUIAX
VDIGX
VUIAX vs. VDIGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Utilities Index Fund Admiral Shares (VUIAX) 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.
Loading data...
Dividends
VUIAX vs. VDIGX - Dividend Comparison
VUIAX's dividend yield for the trailing twelve months is around 2.91%, more than VDIGX's 1.93% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VUIAX Vanguard Utilities Index Fund Admiral Shares | 2.91% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDIGX Vanguard Dividend Growth Fund | 1.93% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
VUIAX vs. VDIGX - Drawdown Comparison
The maximum VUIAX drawdown since its inception was -0.86%, which is greater than VDIGX's maximum drawdown of -0.80%. Use the drawdown chart below to compare losses from any high point for VUIAX and VDIGX. For additional features, visit the drawdowns tool.
Loading data...
Volatility
VUIAX vs. VDIGX - Volatility Comparison
Loading data...