VDIGX vs VIG

VDIGX is a mutual fund, whereas VIG is an ETF. VDIGX has a lower 5-year return than VIG (12.71% vs 13.92%). VDIGX has a higher expense ratio than VIG (0.27% vs 0.06%). Below is the comparison between VDIGX and VIG.

VIG VDIGX
Security Type ETF Mutual fund
Segment Equity: U.S. - Total Market U.S. Equity: Large Blend
Issuer Vanguard Vanguard
Net Assets $39.98B $43.56B
Expense Ratio 0.06% 0.27%
Management Style passive (index-based) active
Dividend Yield 1.85% 1.73%
Minimum Investment N/A N/A
YTD Return 9.16% 6.43%
1-Year Return 14.58% 12.12%
3-Year Return 13.97% 13.61%
5-Year Return 13.92% 12.71%
10-Year Return 12.70% 13.26%

VDIGX description

The Fund seeks to provide, primarily, a growing stream of income over time. It invests primarily in stocks that offer current dividends. It focuses on high-quality companies that have prospects for long-term total returns as a result of their ability to grow earnings and willingness to increase dividends over time.

VDIGX performance & returns

YTD Return 6.43%
1-Month Return 3.77%
3-Month Return 12.81%
1-Year Return 12.12%
3-Year Return 13.61%
5-Year Return 12.71%
10-Year Return 13.26%
VDIGX expense ratio is 0.27%.

VDIGX holdings

Top 10 Holdings (33.55% of Total Assets)

Name Symbol % Assets
UnitedHealth Group Inc UNH 3.95%
McDonald's Corp MCD 3.86%
Microsoft Corp MSFT 3.62%
Coca-Cola Co KO 3.44%
Johnson & Johnson JNJ 3.22%
Procter & Gamble Co PG 3.22%
Colgate-Palmolive Co CL 3.17%
Nike Inc B NKE 3.14%
Union Pacific Corp UNP 3.01%
Medtronic PLC MDT 2.92%

Other relevant VDIGX comparisons

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

Or use Finny Compare Wizard to create a comparison you’d like to see.

VIG description

The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The Fund attempts to replicate the Nasdaq US Dividend Achievers Select Index by investing its assets in the stocks that make up the Index.

VIG performance & returns

YTD Return 9.16%
1-Month Return 3.56%
3-Month Return 10.55%
1-Year Return 14.58%
3-Year Return 13.97%
5-Year Return 13.92%
10-Year Return 12.70%
VIG expense ratio is 0.06%.

VIG holdings

Top 10 Holdings (35.30% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 4.59%
Walmart Inc WMT 4.36%
Procter & Gamble Co PG 4.06%
Johnson & Johnson JNJ 3.93%
Visa Inc Class A V 3.64%
The Home Depot Inc HD 3.63%
UnitedHealth Group Inc UNH 3.60%
The Walt Disney Co DIS 2.65%
Comcast Corp Class A CMCSA 2.44%
PepsiCo Inc PEP 2.40%

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 Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

Follow Us