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DIVL vs VIG

Madison Dividend Value ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

DIVL

Madison Dividend Value ETF

Madison Asset Management, LLC

Annual cost

0.65%

Fund size

$62M

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Vanguard

Annual cost

0.04%

Fund size

$124.6B

Key differences

  • VIG costs 0.61% less per year.
  • VIG is significantly larger than DIVL — larger funds tend to be more liquid and less likely to close.
  • DIVL covers global markets; VIG covers north america.
  • DIVL follows a active selection strategy; VIG uses index tracking.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIVLVIG
Annual cost (TER)0.65%0.04%
Fund size (AUM)$62M$124.6B
Since20232006
Dividend yield1.68%1.51%
Asset classequityequity
Regionglobalnorth america
Strategyactive selectionindex tracking
CAGR 1Y+17.2%+21.1%
CAGR 3YN/A+16.5%
CAGR 5YN/A+10.6%
Sharpe 3YN/A1.02
Volatility 1Y10.56%10.18%
Max drawdown-14.06%-31.72%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to DIVL and VIG