HDV vs VIG

Both HDV and VIG are ETFs. HDV has a lower 5-year return than VIG (8.19% vs 15.98%). HDV and VIG have the same expense ratio (0.08%). Below is the comparison between HDV and VIG.

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HDV VIG
Security Type ETF ETF
Finny Score 40 83
Category N/A Large Blend
Family BlackRock Vanguard
Net Assets N/A N/A
Expense Ratio 0.08% 0.08%
Management Style passive (index-based) passive (index-based)
Dividend Yield 4.11% 1.59%
Underlying Index Morningstar Dividend Yield Focus TR NASDAQ US Dividend Achievers Select Index
YTD Return 11.72% 9.75%
1-Year Return 26.69% 41.26%
3-Year Return 9.13% 17.86%
5-Year Return 8.19% 15.98%
10-Year Return 10.02% 12.87%

HDV

HDV description

iShares Trust - iShares Core High Dividend ETF is an exchange traded fund launched by BlackRock, Inc. It is managed by BlackRock Fund Advisors. The fund invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. The fund invests in dividend paying stocks of companies. The fund seeks to track the performance of the Morningstar Dividend Yield Focus Index, by using representative sampling technique. iShares Trust - iShares Core High Dividend ETF was formed on March 29, 2011 and is domiciled in the United States.

HDV performance & returns
YTD Return 11.72%
1-Month Return 1.74%
3-Month Return 10.42%
1-Year Return 26.69%
3-Year Return 9.13%
5-Year Return 8.19%
10-Year Return 10.02%
HDV expense ratio is 0.08%.

HDV holdings

Top 10 Holdings (55.46% of Total Assets)

Name Symbol % Assets
XOM XOM 8.20%
JNJ JNJ 6.78%
JPM JPM 6.64%
VZ VZ 6.53%
CVX CVX 5.77%
PG PG 5.15%
MO MO 4.19%
MRK MRK 4.18%
CSCO CSCO 4.02%
KO KO 4.01%

HDV pros

The following are HDV strengths from our perspective:

  • HDV 3-year return is 9.13%, which is in line with the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • HDV expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

HDV cons

The following are HDV weaknesses from our perspective:

  • HDV net assets are $0.00 million. This fund is not a popular choice with retail investors.
  • HDV 5-year return is 8.19%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • HDV 10-year return is 10.02%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.

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VIG

VIG description

Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF is an exchange traded fund launched and managed by The Vanguard Group, Inc. It invests in public equity markets of the United States. The fund invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of companies across diversified market capitalization. It invests in dividend paying stocks of companies. It seeks to track the performance of the S&P U.S. Dividend Growers Index, by using full replication technique. Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF was formed on April 21, 2006 and is domiciled in the United States.

VIG performance & returns
YTD Return 9.75%
1-Month Return 4.25%
3-Month Return 9.75%
1-Year Return 41.26%
3-Year Return 17.86%
5-Year Return 15.98%
10-Year Return 12.87%
VIG expense ratio is 0.08%.

VIG holdings

Top 10 Holdings (31.42% of Total Assets)

Name Symbol % Assets
JPM JPM 3.92%
JNJ JNJ 3.86%
MSFT MSFT 3.84%
WMT WMT 3.43%
UNH UNH 3.15%
V V 3.07%
PG PG 2.98%
HD HD 2.94%
CMCSA CMCSA 2.21%
KO KO 2.03%

VIG pros

The following are VIG strengths from our perspective:

  • VIG 3-year return is 17.86%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 13.7%.
  • VIG 5-year return is 15.98%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 12.57%.
  • VIG 10-year return is 12.87%, which is in line with the 10-year return of the benchmark index (S&P 500 TR USD), 13.94%.
  • VIG 15-year return is 8.74%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.95%.
  • VIG expense ratio is 0.08%, which is considered low. Nice job picking a low-cost fund.

VIG cons

The following are VIG weaknesses from our perspective:

  • VIG net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant VIG comparisons

You may also want to check out the following VIG comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
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