VIG vs VDADX

VIG is an ETF, whereas VDADX is a mutual fund. VIG and VDADX have the same 5-year return (13.92%). VIG has a lower expense ratio than VDADX (0.06% vs 0.08%). Below is the comparison between VIG and VDADX.

VIG VDADX
Security Type ETF Mutual fund
Segment Equity: U.S. - Total Market U.S. Equity: Large Blend
Issuer Vanguard Vanguard
Net Assets $39.98B $9.89B
Expense Ratio 0.06% 0.08%
Management Style passive (index-based) passive (index-based)
Dividend Yield 1.85% 1.71%
Minimum Investment N/A $10,000.00
YTD Return 9.16% 9.41%
1-Year Return 14.58% 15.18%
3-Year Return 13.97% 14.06%
5-Year Return 13.92% 13.92%
10-Year Return 12.70% 12.53%

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%

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VDADX 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.

VDADX performance & returns

YTD Return 9.41%
1-Month Return 5.52%
3-Month Return 13.31%
1-Year Return 15.18%
3-Year Return 14.06%
5-Year Return 13.92%
10-Year Return 12.53%
VDADX expense ratio is 0.08%.

VDADX holdings

Top 10 Holdings (35.34% of Total Assets)

Name Symbol % Assets
Walmart Inc WMT 4.36%
Microsoft Corp MSFT 4.28%
Johnson & Johnson JNJ 4.19%
Visa Inc Class A V 3.90%
UnitedHealth Group Inc UNH 3.79%
Procter & Gamble Co PG 3.75%
The Home Depot Inc HD 3.55%
The Walt Disney Co DIS 2.77%
PepsiCo Inc PEP 2.39%
Comcast Corp Class A CMCSA 2.36%

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