VV vs. VIG
Compare and contrast key facts about Vanguard Large-Cap ETF (VV) and Vanguard Dividend Appreciation ETF (VIG).
VV and VIG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. VV is a passively managed fund by Vanguard that tracks the performance of the CRSP US Large Cap Index. It was launched on Jan 27, 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 VV 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: VV or VIG.
Key characteristics
| VV | VIG | |
|---|---|---|
| YTD Return | 6.69% | 4.26% |
| 1Y Return | 27.19% | 16.38% |
| 3Y Return (Ann) | 7.51% | 6.95% |
| 5Y Return (Ann) | 13.30% | 11.49% |
| 10Y Return (Ann) | 12.49% | 11.13% |
| Sharpe Ratio | 2.10 | 1.49 |
| Daily Std Dev | 11.98% | 10.05% |
| Max Drawdown | -54.81% | -46.81% |
| Current Drawdown | -3.56% | -3.32% |
Correlation
The correlation between VV and VIG is 0.94, 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
VV vs. VIG - Performance Comparison
In the year-to-date period, VV achieves a 6.69% return, which is significantly higher than VIG's 4.26% return. Over the past 10 years, VV has outperformed VIG with an annualized return of 12.49%, while VIG has yielded a comparatively lower 11.13% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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VV vs. VIG - Expense Ratio Comparison
VV 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%.
Risk-Adjusted Performance
VV vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Large-Cap ETF (VV) 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
VV vs. VIG - Dividend Comparison
VV's dividend yield for the trailing twelve months is around 1.38%, less than VIG's 1.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VV Vanguard Large-Cap ETF | 1.38% | 1.41% | 1.66% | 1.19% | 1.46% | 1.81% | 2.09% | 1.75% | 1.98% | 1.96% | 1.77% | 1.75% |
VIG Vanguard Dividend Appreciation ETF | 1.82% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
VV vs. VIG - Drawdown Comparison
The maximum VV drawdown since its inception was -54.81%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VV and VIG. For additional features, visit the drawdowns tool.
Volatility
VV vs. VIG - Volatility Comparison
Vanguard Large-Cap ETF (VV) has a higher volatility of 3.59% compared to Vanguard Dividend Appreciation ETF (VIG) at 3.07%. This indicates that VV'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.