In the year-to-date period, VIG achieves a 15.96% return, which is significantly lower than VOO's 19.06% return. Over the past 10 years, VIG has underperformed VOO with an annualized return of 11.82%, while VOO has yielded a comparatively higher 12.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VIG
VOO
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VIG vs. VOO - Expense Ratio Comparison
VIG has a 0.06% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
VIG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Dividend Appreciation ETF (VIG) and Vanguard S&P 500 ETF (VOO). 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.
The current VIG Sharpe Ratio is 2.32, which roughly equals the VOO Sharpe Ratio of 2.18. The chart below compares the 12-month rolling Sharpe Ratio of VIG and VOO.
VIG
VOO
Dividends
VIG vs. VOO - Dividend Comparison
VIG's dividend yield for the trailing twelve months is around 1.71%, more than VOO's 1.28% yield.
The maximum VIG drawdown since its inception was -46.81%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VIG and VOO. For additional features, visit the drawdowns tool.
VIG
VOO
Volatility
VIG vs. VOO - Volatility Comparison
The current volatility for Vanguard Dividend Appreciation ETF (VIG) is 3.04%, while Vanguard S&P 500 ETF (VOO) has a volatility of 4.25%. This indicates that VIG experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
VOO has a lower expense ratio than VIG by 0.03%. This can indicate that it's cheaper to invest in VOO than VIG. VOO targets investing in US Equities, while VIG targets investing in US Equities. VOO is managed by Vanguard, while VIG is managed by Vanguard.
VUG has a consensus rating of Strong Buy which is based on 162 buy ratings, 27 hold ratings and 1 sell ratings. What is VUG's price target? The average price target for VUG is $433.30. This is based on 190 Wall Streets Analysts 12-month price targets, issued in the past 3 months.
Among similar ETFs, choose the one with lower volatility—a measure of the range of price fluctuation you can expect. Even among index-tracking ETFs with similar objectives, there are factors that can affect their volatility. One is the way the holdings are weighted.
Currently there's no upside potential for VIG, based on the analysts' average price target. Is VIG a Buy, Sell or Hold? VIG has a consensus rating of Moderate Buy which is based on 223 buy ratings, 106 hold ratings and 12 sell ratings.
VIG has a dividend yield of 1.71% and paid $3.35 per share in the past year. The dividend is paid every three months and the last ex-dividend date was Jun 28, 2024.
Each ETF has stated objectives, such as buying large-cap stocks or mirroring a popular index. While each ETF offers a basket of stocks, buying multiple ETFs can offer diversification based on objectives. It's possible to buy shares in a growth-oriented ETF and allocate some of your capital toward an income ETF.
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