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VVR vs. VIG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

VVR vs. VIG

Last updated May 12, 2025

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 Apr 21, 2006.

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VVR or VIG.

Correlation

The correlation between VVR and VIG 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

VVR vs. VIG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Invesco Senior Income Trust (VVR) and Vanguard Dividend Appreciation ETF (VIG). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

VVR:

4.21%

VIG:

10.70%

Max Drawdown

VVR:

-0.83%

VIG:

-0.86%

Current Drawdown

VVR:

-0.83%

VIG:

-0.25%

Returns By Period

VVR

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VIG

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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Risk-Adjusted Performance

VVR vs. VIG — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
VVR
The Risk-Adjusted Performance Rank of VVR is 3030
Overall Rank
The Sharpe Ratio Rank of VVR is 3131
Sharpe Ratio Rank
The Sortino Ratio Rank of VVR is 3131
Sortino Ratio Rank
The Omega Ratio Rank of VVR is 2929
Omega Ratio Rank
The Calmar Ratio Rank of VVR is 3131
Calmar Ratio Rank
The Martin Ratio Rank of VVR is 2828
Martin Ratio Rank
VIG
The Risk-Adjusted Performance Rank of VIG is 6767
Overall Rank
The Sharpe Ratio Rank of VIG is 6262
Sharpe Ratio Rank
The Sortino Ratio Rank of VIG is 6565
Sortino Ratio Rank
The Omega Ratio Rank of VIG is 6767
Omega Ratio Rank
The Calmar Ratio Rank of VIG is 7272
Calmar Ratio Rank
The Martin Ratio Rank of VIG is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

VVR vs. VIG - Risk-Adjusted Performance 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.

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Dividends

VVR vs. VIG - Dividend Comparison

VVR's dividend yield for the trailing twelve months is around 13.85%, more than VIG's 1.85% yield.

TTM20242023202220212020201920182017201620152014
VVR
Invesco Senior Income Trust		13.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VIG
Vanguard Dividend Appreciation ETF		1.85%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

VVR vs. VIG - Drawdown Comparison

The maximum VVR drawdown since its inception was -0.83%, roughly equal to the maximum VIG drawdown of -0.86%. Use the drawdown chart below to compare losses from any high point for VVR and VIG. For additional features, visit the drawdowns tool.

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Volatility

VVR vs. VIG - Volatility Comparison

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