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HDV vs VIG

iShares Core High Dividend ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

HDV

iShares Core High Dividend ETF

Annual cost

0.08%

Fund size

$13.4B

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Annual cost

0.04%

Fund size

$127.8B

Key differences

Both HDV and VIG are equity ETFs. HDV charges 0.08% a year and VIG 0.04%. The main difference: VIG is much larger than HDV. Larger funds are usually more liquid and less likely to close.

  • VIG is much larger than HDV. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VIG has delivered higher annualized returns.
  • VIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

HDVVIG
Annual cost (TER)0.08%0.04%
Fund size (AUM)$13.4B$127.8B
Since20112006
Dividend yield2.91%1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+22.4%+18.6%
CAGR 3Y+15.9%+17.1%
CAGR 5Y+10.8%+10.5%
Sharpe 3Y1.041.06
Volatility 1Y9.71%10.10%
Max drawdown-37.04%-31.72%

Similar to HDV and VIG