Screener
VUSV vs VIG
Vanguard Wellington U.S. Value Active ETF vs Vanguard Dividend Appreciation Index Fund ETF Shares
Key differences
Both VUSV and VIG are equity ETFs. VUSV charges 0.30% a year and VIG 0.04%. The main difference: VUSV follows a active selection strategy; VIG uses index tracking.
- VUSV follows a active selection strategy; VIG uses index tracking.
- 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
| VUSV | VIG | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.04% |
| Fund size (AUM) | $68M | $127.8B |
| Since | 2025 | 2006 |
| Dividend yield | — | 1.47% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | active selection | index tracking |
| CAGR 1Y | N/A | +18.6% |
| CAGR 3Y | N/A | +17.1% |
| CAGR 5Y | N/A | +10.5% |
| Sharpe 3Y | N/A | 1.06 |
| Volatility 1Y | — | 10.10% |
| Max drawdown | -7.06% | -31.72% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.