VVR vs. VIG
Compare and contrast key facts about Invesco Senior Income Trust (VVR) and Vanguard Dividend Appreciation ETF (VIG).
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.
Performance
VVR vs. VIG - Performance Comparison
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VVR vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 2.05% | -6.18% | 8.97% | 20.86% | -1.11% | 17.00% | -0.22% | 16.97% | -5.36% | 0.19% |
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, VVR achieves a 2.05% return, which is significantly higher than VIG's -1.77% return. Over the past 10 years, VVR has underperformed VIG with an annualized return of 6.92%, while VIG has yielded a comparatively higher 12.25% annualized return.
VVR
- 1D
- 3.87%
- 1M
- 5.52%
- YTD
- 2.05%
- 6M
- -0.18%
- 1Y
- -1.93%
- 3Y*
- 8.46%
- 5Y*
- 6.22%
- 10Y*
- 6.92%
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%
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Return for Risk
VVR vs. VIG — Risk / Return Rank
VVR
VIG
VVR vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Invesco Senior Income Trust (VVR) 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.
| VVR | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.11 | 0.83 | -0.94 |
Sortino ratioReturn per unit of downside risk | -0.02 | 1.28 | -1.30 |
Omega ratioGain probability vs. loss probability | 1.00 | 1.18 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | -0.03 | 1.28 | -1.31 |
Martin ratioReturn relative to average drawdown | -0.05 | 5.73 | -5.78 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| VVR | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.11 | 0.83 | -0.94 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.40 | 0.69 | -0.29 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.30 | 0.77 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.57 | -0.38 |
Correlation
The correlation between VVR and VIG is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
VVR vs. VIG - Dividend Comparison
VVR's dividend yield for the trailing twelve months is around 14.16%, more than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 14.16% | 13.94% | 13.06% | 11.54% | 11.46% | 7.22% | 6.71% | 6.22% | 6.68% | 5.95% | 6.41% | 7.97% |
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
VVR vs. VIG - Drawdown Comparison
The maximum VVR drawdown since its inception was -73.79%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for VVR and VIG.
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Drawdown Indicators
| VVR | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.79% | -46.81% | -26.98% |
Max Drawdown (1Y)Largest decline over 1 year | -12.65% | -10.83% | -1.82% |
Max Drawdown (5Y)Largest decline over 5 years | -19.50% | -20.39% | +0.89% |
Max Drawdown (10Y)Largest decline over 10 years | -55.92% | -31.72% | -24.20% |
Current DrawdownCurrent decline from peak | -10.55% | -6.00% | -4.55% |
Average DrawdownAverage peak-to-trough decline | -10.89% | -5.55% | -5.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.17% | 2.42% | +4.75% |
Volatility
VVR vs. VIG - Volatility Comparison
Invesco Senior Income Trust (VVR) has a higher volatility of 7.06% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that VVR'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.
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Volatility by Period
| VVR | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.06% | 4.07% | +2.99% |
Volatility (6M)Calculated over the trailing 6-month period | 10.18% | 7.84% | +2.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.25% | 15.31% | +2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.70% | 14.26% | +1.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.47% | 16.05% | +7.42% |