14 important things you should know about Vanguard VIG ETF
Updated: November 29, 2021
Bull case
15-year return above the benchmark
Low expense ratio
Bear case
3-year return below the benchmark
5-year return below the benchmark
10-year return below the benchmark

Before we start: if you’re looking for VIG “stock” price, you can quickly find it out by visiting Finny and typing "VIG quote". If you’re looking for a quick scoop on VIG "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "VIG". You’ll get all this info in one place.

Are you looking to buy or sell VIG? Or perhaps you’re looking for VIG fact sheet, and learn about its alternatives? If so, you came to the right place.

In this VIG ETF review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: VIG performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: VIG buy or sell; the pros and cons of investing in VIG ETF;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to VIG.

And here is the list of questions we’ll answer:

  1. Describe Vanguard Div Appreciation ETF - DNQ (VIG).
  2. What is VIG underlying index?
  3. What are VIG holdings?
  4. What is VIG performance? What are VIG historical returns?
  5. What is VIG dividend yield?
  6. What is VIG Finny Score? VIG buy or sell?
  7. What are the pros of investing in VIG? What are VIG buy reasons?
  8. What are the cons of investing in VIG? What are VIG sell reasons?
  9. Compare and contrast: VIG vs VYM.
  10. Compare and contrast: VIG vs VCR.
  11. Compare and contrast: VIG vs VNQ.
  12. Compare and contrast: VIG vs VTV.
  13. Compare and contrast: VIG vs VUG.
  14. Compare and contrast: VIG vs DVY.

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe Vanguard Div Appreciation ETF - DNQ (VIG).

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.

2. What is VIG underlying index?

NASDAQ US Dividend Achievers Select Index.

3. What are VIG top holdings?

VIG has 268 stock holdings and 0 bond holdings.

The top 10 holdings represent 34.71% of total assets. Here are the top holdings:

Name Symbol % Assets
Walmart Inc WMT 4.58%
Microsoft Corp MSFT 4.45%
Procter & Gamble Co PG 4.17%
Johnson & Johnson JNJ 3.63%
The Home Depot Inc HD 3.58%
UnitedHealth Group Inc UNH 3.56%
Visa Inc Class A V 3.41%
The Walt Disney Co DIS 2.69%
Comcast Corp Class A CMCSA 2.36%
Abbott Laboratories ABT 2.28%

4. What is VIG performance? What are VIG historical returns?

VIG has generated the following returns:

  • 1-month return is -0.17%;
  • 3-month return is 2.15%;
  • 1-year return is 20.59%;
  • 3-year return is 18.30%;
  • 5-year return is 16.22%;
  • 10-year return is 14.76%;
  • 15-year return is 10.02%.

5. What is VIG dividend yield?

VIG yield is 1.56%.

Analysis

6. What is Finny Score? buy or sell?

Finny Score is 40. Our quantitative analysis shows 2 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 40.

7. What are the pros of investing in VIG? What are VIG buy reasons?

The following are VIG strengths from our perspective:

  • VIG 15-year return is 10.02%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 10.65%.
  • VIG expense ratio is 0.06%, which is considered low. Nice job picking a low-cost fund.

8. What are the cons of investing in VIG? What are VIG negatives?

The following are VIG weaknesses from our perspective:

  • VIG 3-year return is 18.3%, which is lower than the 3-year return of the benchmark index (S&P 500 TR USD), 23.5%.
  • VIG 5-year return is 16.22%, which is lower than the 5-year return of the benchmark index (S&P 500 TR USD), 18.53%.
  • VIG 10-year return is 14.76%, which is lower than the 10-year return of the benchmark index (S&P 500 TR USD), 17.33%.

Alternatives

9. Compare and contrast: VIG vs VYM.

Both VIG and VYM are ETFs.

VIG has a higher 5-year return than VYM (16.22% vs 11.23%).

VIG and VYM have the same expense ratio (0.06%). Below is the comparison between VIG and VYM.

VIG VYM
Segment Equity: U.S. - Total Market Equity: U.S. - High Dividend Yield
Net Assets $64.96B $39.77B
Expense Ratio 0.06% 0.06%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index FTSE High Dividend Yield Index Net TR US RIC
Dividend Yield 1.56% N/A

VYM profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that are characterized by high dividend yield. The Fund attempts to replicate the FTSE High Dividend Yield Index by investing substantially all of its assets in the stocks that make up the Index.

For further information, check out VIG vs VYM comparison details.

10. Compare and contrast: VIG vs VCR.

Both VIG and VCR are ETFs.

VIG has a lower 5-year return than VCR (16.22% vs 22.98%).

VIG has a lower expense ratio than VCR (0.06% vs 0.1%).

VIG VCR
Segment Equity: U.S. - Total Market Equity: U.S. Consumer Cyclicals
Net Assets $64.96B $7.19B
Expense Ratio 0.06% 0.1%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index MSCI US Investable Market Consumer Discretionary 25/50 Index
Dividend Yield 1.56% 1.37%

VCR profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of consumer discretionary stocks. Specifically the MSCI U.S. Investable Market Consumer Discretionary Index, an index of stocks of large-, mid-, and small-size U.S. companies within the consumer discretionary sector.

For further information, check out VIG vs VCR comparison details.

11. Compare and contrast: VIG vs VNQ.

Both VIG and VNQ are ETFs.

VIG has a higher 5-year return than VNQ (16.22% vs 10.53%).

VIG has a lower expense ratio than VNQ (0.06% vs 0.12%).

VIG VNQ
Segment Equity: U.S. - Total Market Equity: U.S. Real Estate
Net Assets $64.96B $45.91B
Expense Ratio 0.06% 0.12%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index MSCI US REIT Index
Dividend Yield 1.56% 2.34%

VNQ profile: The Fund seeks to provide a high level of income and moderate long-term capital appreciation by tracking the performance of a benchmark index that measures the performance of publicly traded equity REITs and other real estate-related investments. The Fund employs indexing to track the performance of the Index.

For further information, check out VIG vs VNQ comparison details.

12. Compare and contrast: VIG vs VTV.

Both VIG and VTV are ETFs.

VIG has a higher 5-year return than VTV (16.22% vs 12.04%).

VIG has a higher expense ratio than VTV (0.06% vs 0.04%).

VIG VTV
Segment Equity: U.S. - Total Market Equity: U.S. - Large Cap Value
Net Assets $64.96B $88.30B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index CRSP US Large Cap Value Index
Dividend Yield 1.56% 2.15%

VTV profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization value stocks. The Fund employs an indexing investment approach designed to track the performance of the CRSP US Large Cap Value Index by investing all of its assets in the stocks that make up the Index.

For further information, check out VIG vs VTV comparison details.

13. Compare and contrast: VIG vs VUG.

Both VIG and VUG are ETFs.

VIG has a lower 5-year return than VUG (16.22% vs 24.3%).

VIG has a higher expense ratio than VUG (0.06% vs 0.04%).

VIG VUG
Segment Equity: U.S. - Total Market Equity: U.S. - Large Cap Growth
Net Assets $64.96B $88.45B
Expense Ratio 0.06% 0.04%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index CRSP US Large Cap Growth Index
Dividend Yield 1.56% 0.57%

VUG profile: The Fund seeks to track the performance of a benchmark index that measures the investment return of large-capitalization growth stocks. The Fund employs a "passive management"--or indexing--investment approach designed to track the performance of the MSCI US Prime Market Growth Index.

For further information, check out VIG vs VUG comparison details.

14. Compare and contrast: VIG vs DVY.

Both VIG and DVY are ETFs.

VIG has a higher 5-year return than DVY (16.22% vs 9.96%).

VIG has a lower expense ratio than DVY (0.06% vs 0.38%).

VIG DVY
Segment Equity: U.S. - Total Market Equity: U.S. - High Dividend Yield
Net Assets $64.96B $18.47B
Expense Ratio 0.06% 0.38%
Management Style passive (index-based) passive (index-based)
Underlying Index NASDAQ US Dividend Achievers Select Index Dow Jones U.S. Select Dividend
Dividend Yield 1.56% 2.99%

DVY profile: The Fund seeks to track the investment results of an index composed of relatively high dividend paying US equities. The Fund invests, under normal circumstances, at least 90% of its assets in securities of the Underlying Index and in depositary receipts representing securities of the Underlying Index.

For further information, check out VIG vs DVY comparison details.

In the VIG review, we covered VIG key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.