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VIG vs DGRO
Both VIG and DGRO are ETFs. VIG has a lower 5-year return than DGRO (10.97% vs 11.05%). VIG has a lower expense ratio than DGRO (0.06% vs 0.08%). Below is the comparison between VIG and DGRO.
| DGRO | VIG | |
|---|---|---|
| Segment | Equity: U.S. - Total Market | Equity: U.S. - Total Market |
| Issuer | BlackRock | Vanguard |
| Net Assets | $7.91B | $36.75B |
| Expense Ratio | 0.08% | 0.06% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 2.25% | 1.75% |
| Underlying Index | Morningstar U.S. Dividend Growth Index | NASDAQ US Dividend Achievers Select Index |
| YTD Return | 16.55% | 21.97% |
| 1-Year Return | 5.65% | 10.38% |
| 3-Year Return | 13.44% | 13.88% |
| 5-Year Return | 11.05% | 10.97% |
| 10-Year Return | N/A | 12.96% |
VIG description
The Fund seeks to track the performance of the Dividend Achievers Select Index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.
VIG returns
| YTD Return | 21.97% |
| 1-Month Return | 0.59% |
| 3-Month Return | 9.65% |
| 1-Year Return | 10.38% |
| 3-Year Return | 13.88% |
| 5-Year Return | 10.97% |
| 10-Year Return | 12.96% |
VIG expense ratio is 0.06%.
VIG holdings
Top 10 Holdings (34.91% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Microsoft Corp | MSFT | 4.47% |
| Visa Inc Class A | V | 4.38% |
| Walmart Inc | WMT | 4.17% |
| Procter & Gamble Co | PG | 4.16% |
| Johnson & Johnson | JNJ | 3.81% |
| Comcast Corp Class A | CMCSA | 3.54% |
| McDonald's Corp | MCD | 2.95% |
| Abbott Laboratories | ABT | 2.74% |
| Medtronic PLC | MDT | 2.42% |
| Union Pacific Corp | UNP | 2.27% |
DGRO description
The Fund seeks to track the investment results of an index composed of U.S. equities with a history of consistently growing dividends. The Underlying Index may include large-, mid- or small-capitalization companies, and components primarily include consumer staples, industrials and information technology companies.
DGRO returns
| YTD Return | 16.55% |
| 1-Month Return | -1.37% |
| 3-Month Return | 6.99% |
| 1-Year Return | 5.65% |
| 3-Year Return | 13.44% |
| 5-Year Return | 11.05% |
| 10-Year Return | N/A |
DGRO expense ratio is 0.08%.
DGRO holdings
Top 10 Holdings (26.22% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Apple Inc | AAPL | 3.18% |
| Microsoft Corp | MSFT | 3.01% |
| JPMorgan Chase & Co | JPM | 2.96% |
| Chevron Corp | CVX | 2.81% |
| Verizon Communications Inc | VZ | 2.67% |
| Johnson & Johnson | JNJ | 2.55% |
| Procter & Gamble Co | PG | 2.44% |
| Wells Fargo & Co | WFC | 2.41% |
| Pfizer Inc | PFE | 2.19% |
| The Home Depot Inc | HD | 2% |
