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VIG: Vanguard Dividend Appreciation ETF (ETF)
Basic Info 193.02 2.84(1.49%) May 02
| Asset Class: | LARGE BLEND |
| MyPlanIQ Rating: | (93%) |
| Start Date: | 04/27/2006 |
| Last Dividend Date: | 12/23/2024 |
| 12-Mo. Yield | 1.48% |
| Expenses | 0.08% |
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Performance Analytics (As of 05/01/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 04/27/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 2.3 | -1.4 | 12.2 | 8.6 | 12.8 | 11.1 | 11.7 | 9.5 | 17.0 | 14.5 | -9.8 | 23.8 | 15.4 | 29.6 | -2.1 | 22.2 | 12.0 | -1.9 | 10.1 | 28.9 | 11.6 | 6.2 | 14.7 | 19.6 | -26.7 | 5.6 | 8.5 |
| Sharpe Ratio | NA | -0.61 | 0.12 | 0.23 | 0.68 | 0.56 | NA | 0.47 | 1.01 | 0.91 | -0.55 | 1.98 | 0.47 | 2.45 | -0.22 | 3.26 | 1.03 | -0.14 | 0.96 | 2.77 | 1.02 | 0.29 | 0.95 | 0.83 | -0.82 | 0.19 | 1.0 |
| Draw Down(%) | NA | 15.4 | 15.4 | 15.4 | 20.4 | 31.7 | NA | 46.8 | 5.1 | 9.6 | 20.4 | 5.4 | 31.7 | 5.3 | 17.3 | 2.6 | 7.3 | 12.1 | 7.2 | 5.4 | 7.6 | 16.9 | 13.1 | 25.9 | 37.1 | 8.4 | 6.0 |
| Standard Deviation(%) | NA | 23.2 | 15.8 | 15.5 | 15.2 | 16.4 | NA | 17.3 | 10.3 | 11.4 | 20.4 | 12.0 | 32.0 | 11.5 | 15.7 | 6.7 | 11.4 | 14.5 | 10.5 | 10.4 | 11.5 | 21.0 | 15.4 | 23.4 | 33.5 | 14.2 | 9.5 |
| Treynor Ratio | NA | -0.19 | 0.03 | 0.05 | 0.13 | 0.11 | NA | 0.1 | 0.15 | 0.13 | -0.14 | 0.3 | 0.17 | 0.32 | -0.04 | 0.25 | 0.14 | -0.02 | 0.11 | 0.32 | 0.14 | 0.07 | 0.18 | 0.23 | -0.34 | 0.03 | 0.11 |
| Alpha | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | -0.01 | -0.03 | 0.03 | 0.01 | -0.01 | 0.01 | 0.01 | 0.01 | 0.01 | -0.01 | -0.01 | 0.0 | -0.01 | 0.02 | 0.01 | -0.01 | 0.02 | 0.0 | 0.0 |
| Beta | NA | 0.76 | 0.75 | 0.78 | 0.78 | 0.83 | NA | 0.83 | 0.71 | 0.8 | 0.79 | 0.8 | 0.91 | 0.88 | 0.88 | 0.87 | 0.82 | 0.91 | 0.88 | 0.91 | 0.86 | 0.87 | 0.83 | 0.84 | 0.8 | 0.87 | 0.84 |
| RSquared | NA | 0.91 | 0.86 | 0.9 | 0.88 | 0.88 | NA | 0.92 | 0.77 | 0.87 | 0.92 | 0.79 | 0.96 | 0.9 | 0.93 | 0.76 | 0.91 | 0.95 | 0.93 | 0.93 | 0.94 | 0.97 | 0.96 | 0.96 | 0.95 | 0.94 | 0.87 |
| Yield(%) | N/A | 0.0 | 1.5 | 1.9 | 2.5 | 2.9 | 4.1 | N/A | 2.0 | 2.1 | 1.7 | 1.9 | 1.8 | 2.2 | 2.0 | 2.2 | 2.4 | 2.2 | 2.1 | 2.3 | 2.6 | 2.2 | 2.2 | 2.4 | 1.9 | 1.6 | 1.1 |
| Dividend Growth(%) | N/A | -100.0 | -19.2 | 21.9 | 44.0 | N/A | N/A | N/A | 5.3 | 7.9 | 11.7 | 15.8 | 7.6 | 4.7 | 6.2 | 5.1 | 0.4 | 14.8 | 14.2 | -1.6 | 20.3 | 11.8 | 7.0 | -4.6 | 17.5 | 66.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/27/2006
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