Screener
VIG vs HDV
Vanguard Dividend Appreciation Index Fund ETF Shares vs iShares Core High Dividend ETF
Key differences
Both VIG and HDV are equity ETFs. VIG charges 0.04% a year and HDV 0.08%. 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
| VIG | HDV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.08% |
| Fund size (AUM) | $127.8B | $13.4B |
| Since | 2006 | 2011 |
| Dividend yield | 1.47% | 2.91% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | index tracking |
| CAGR 1Y | +18.6% | +22.4% |
| CAGR 3Y | +17.1% | +15.9% |
| CAGR 5Y | +10.5% | +10.8% |
| Sharpe 3Y | 1.06 | 1.04 |
| Volatility 1Y | 10.10% | 9.71% |
| Max drawdown | -31.72% | -37.04% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.