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VUSG vs VIG

Vanguard Wellington U.S. Growth Active ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares

VUSG

Vanguard Wellington U.S. Growth Active ETF

Annual cost

0.35%

Fund size

$28M

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

Annual cost

0.04%

Fund size

$127.8B

Key differences

Both VUSG and VIG are equity ETFs. VUSG charges 0.35% a year and VIG 0.04%. The main difference: VUSG follows a active selection strategy; VIG uses index tracking.

  • VUSG follows a active selection strategy; VIG uses index tracking.
  • VIG costs 0.31% less per year.
  • VIG is much larger than VUSG. 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

VUSGVIG
Annual cost (TER)0.35%0.04%
Fund size (AUM)$28M$127.8B
Since20252006
Dividend yield1.47%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1YN/A+18.6%
CAGR 3YN/A+17.1%
CAGR 5YN/A+10.5%
Sharpe 3YN/A1.06
Volatility 1Y10.10%
Max drawdown-15.14%-31.72%

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

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