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 Apr 21, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VVR or VIG.
Key characteristics
| VVR | VIG | |
|---|---|---|
| YTD Return | 6.08% | 19.89% |
| 1Y Return | 9.97% | 29.26% |
| 3Y Return (Ann) | 7.55% | 8.48% |
| 5Y Return (Ann) | 8.93% | 12.86% |
| 10Y Return (Ann) | 6.76% | 11.90% |
| Sharpe Ratio | 0.77 | 2.92 |
| Sortino Ratio | 1.12 | 4.10 |
| Omega Ratio | 1.15 | 1.54 |
| Calmar Ratio | 0.95 | 5.73 |
| Martin Ratio | 2.86 | 19.13 |
| Ulcer Index | 3.58% | 1.52% |
| Daily Std Dev | 13.24% | 9.98% |
| Max Drawdown | -73.80% | -46.81% |
| Current Drawdown | -8.38% | -0.73% |
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.
Performance
VVR vs. VIG - Performance Comparison
In the year-to-date period, VVR achieves a 6.08% return, which is significantly lower than VIG's 19.89% return. Over the past 10 years, VVR has underperformed VIG with an annualized return of 6.76%, while VIG has yielded a comparatively higher 11.90% 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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Risk-Adjusted Performance
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.
Dividends
VVR vs. VIG - Dividend Comparison
VVR's dividend yield for the trailing twelve months is around 13.13%, more than VIG's 1.70% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VVR Invesco Senior Income Trust | 13.13% | 11.54% | 11.46% | 7.23% | 6.71% | 6.22% | 6.83% | 6.08% | 6.49% | 7.97% | 7.11% | 7.18% |
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
VVR vs. VIG - Drawdown Comparison
The maximum VVR drawdown since its inception was -73.80%, 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. For additional features, visit the drawdowns tool.
Volatility
VVR vs. VIG - Volatility Comparison
Invesco Senior Income Trust (VVR) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 3.58% and 3.55%, 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.