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VIG vs DVY

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

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Annual cost

0.04%

Fund size

$127.8B

DVY

iShares Select Dividend ETF

Annual cost

0.38%

Fund size

$22.5B

Key differences

Both VIG and DVY are equity ETFs. VIG charges 0.04% a year and DVY 0.38%. 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

VIGDVY
Annual cost (TER)0.04%0.38%
Fund size (AUM)$127.8B$22.5B
Since20062003
Dividend yield1.47%3.39%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+18.6%+23.5%
CAGR 3Y+17.1%+17.0%
CAGR 5Y+10.5%+9.0%
Sharpe 3Y1.060.95
Volatility 1Y10.10%11.11%
Max drawdown-31.72%-41.59%

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

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