Screener
VIG vs VUSV
Vanguard Dividend Appreciation Index Fund ETF Shares vs Vanguard Wellington U.S. Value Active ETF
Key differences
Both VIG and VUSV are equity ETFs. VIG charges 0.04% a year and VUSV 0.30%. The main difference: VIG follows a index tracking strategy; VUSV uses active selection.
- VIG follows a index tracking strategy; VUSV uses active selection.
- VIG costs 0.26% less per year.
- VIG is much larger than VUSV. Larger funds are usually more liquid and less likely to close.
- VIG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| VIG | VUSV | |
|---|---|---|
| Annual cost (TER) | 0.04% | 0.30% |
| Fund size (AUM) | $127.8B | $68M |
| Since | 2006 | 2025 |
| Dividend yield | 1.47% | — |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | active selection |
| CAGR 1Y | +18.6% | N/A |
| CAGR 3Y | +17.1% | N/A |
| CAGR 5Y | +10.5% | N/A |
| Sharpe 3Y | 1.06 | N/A |
| Volatility 1Y | 10.10% | — |
| Max drawdown | -31.72% | -7.06% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.