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DVY vs VIG

iShares Select Dividend ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

DVY

iShares Select Dividend ETF

Annual cost

0.38%

Fund size

$22.5B

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Annual cost

0.04%

Fund size

$127.8B

Key differences

Both DVY and VIG are equity ETFs. DVY charges 0.38% a year and VIG 0.04%. The main difference: VIG costs 0.34% less per year.

  • VIG costs 0.34% less per year.
  • VIG is much larger than DVY. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

DVYVIG
Annual cost (TER)0.38%0.04%
Fund size (AUM)$22.5B$127.8B
Since20032006
Dividend yield3.39%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+23.5%+18.6%
CAGR 3Y+17.0%+17.1%
CAGR 5Y+9.0%+10.5%
Sharpe 3Y0.951.06
Volatility 1Y11.11%10.10%
Max drawdown-41.59%-31.72%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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