VIGVanguard Dividend Appreciation Index Fund ETF Shares

Grow my money Get income20y track recordRanked #11 of 1,622 in this goal

Seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.

By Vanguard · Launched 2006

Annual Cost

0.04%

#240 of 5,562 · low cost

Fund Size

$127.8B

#23 of 5,562 · large

Return (1Y)Goal

+19.8%

Track Record

20 years

#283 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,723+17.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Factor

Dividend

Index tracked

S&P US Dividend Growers Index

What it actually holds

By weight

Concentration

Top 10 holdings = 33.2% of fund✓ well diversified

Broadcom Inc

6.3%

Apple Inc

3.9%

Microsoft Corp

3.9%

Eli Lilly & Co

3.7%

JPMorgan Chase & Co

3.6%

Exxon Mobil Corp

2.7%

Johnson & Johnson

2.5%

Walmart Inc

2.4%

Visa Inc

2.3%

Mastercard Inc

2.0%

Asset allocation

Stocks

98.9%

Cash

0.6%

Other

0.5%

By sector

Technology

26.2%

Financial Services

20.6%

Healthcare

16.5%

Industrials

11.8%

Consumer Defensive

10.1%

Consumer Cyclical

4.7%

Energy

3.5%

Basic Materials

3.5%

Other

3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.1%Moderate

Year-on-year price swings

Max drawdown

-31.7%Severe

Worst peak-to-trough loss

Sharpe (3Y)

0.97Decent risk-adjusted returns

Sortino (3Y)

1.43Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the performance of a benchmark index that measures the investment return of common stocks of companies that have a record of increasing dividends over time.
Strategy: Employs an indexing approach to track the S&P U.S. Dividend Growers Index, consisting of stocks with a record of increasing dividends. Attempts to replicate the index by investing substantially all assets in its constituent stocks.
Inception date: April 21, 2006
Fund family: Vanguard