Screener
VIG vs FVD
Vanguard Dividend Appreciation Index Fund ETF Shares vs First Trust Value Line Dividend Index Fund
Key differences
- VIG costs 0.58% less per year.
- VIG is significantly larger than FVD — larger funds tend to be more liquid and less likely to close.
- Over the last 3 years, VIG has delivered higher annualized returns.
Side-by-side comparison
| VIG | FVD | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.62% |
| Fund size (AUM) | $124.6B | $8.2B |
| Since | 2006 | 2003 |
| Dividend yield | 1.51% | 2.26% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +21.1% | +10.4% |
| CAGR 3Y | +16.5% | +8.9% |
| CAGR 5Y | +10.6% | +5.9% |
| Sharpe 3Y | 1.02 | 0.50 |
| Volatility 1Y | 10.18% | 9.61% |
| Max drawdown | -31.72% | -35.25% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to VIG and FVD
Explore further