Performance
DGRO vs. VIG - Performance Comparison
The year-to-date returns for both stocks are quite close, with DGRO having a 16.44% return and VIG slightly lower at 15.96%. Both investments have delivered pretty close results over the past 10 years, with DGRO having a 11.88% annualized return and VIG not far behind at 11.82%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
DGRO
VIG
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DGRO vs. VIG - Expense Ratio Comparison
DGRO has a 0.08% expense ratio, which is higher than VIG's 0.06% 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%.
Risk-Adjusted Performance
DGRO vs. VIG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares Core Dividend Growth ETF (DGRO) 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.
DGRO vs. VIG - Sharpe Ratio Comparison
The current DGRO Sharpe Ratio is 2.15, which roughly equals the VIG Sharpe Ratio of 2.32. The chart below compares the 12-month rolling Sharpe Ratio of DGRO and VIG.
DGRO
VIG
Dividends
DGRO vs. VIG - Dividend Comparison
DGRO's dividend yield for the trailing twelve months is around 2.20%, more than VIG's 1.71% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO iShares Core Dividend Growth ETF | 2.20% | 2.45% | 2.34% | 1.93% | 2.30% | 2.21% | 2.44% | 2.03% | 2.27% | 2.52% | 0.97% | 0.00% |
VIG Vanguard Dividend Appreciation ETF | 1.71% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% | 1.95% | 1.84% |
Drawdowns
DGRO vs. VIG - Drawdown Comparison
The maximum DGRO drawdown since its inception was -35.10%, smaller than the maximum VIG drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for DGRO and VIG. For additional features, visit the drawdowns tool.
DGRO
VIG
Volatility
DGRO vs. VIG - Volatility Comparison
The current volatility for iShares Core Dividend Growth ETF (DGRO) is 2.64%, while Vanguard Dividend Appreciation ETF (VIG) has a volatility of 2.81%. This indicates that DGRO experiences smaller price fluctuations and is considered to be less risky than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
DGRO
VIG