VIGVanguard Dividend Appreciation Index Fund ETF Shares

Grow my money Get income20y track recordRanked #13 of 1,706 in this goal

Tracks the performance of the S&P U.S. Dividend Growers Index.

By Vanguard · Launched 2006

Annual Cost

0.04%

#92 of 6,040 · low cost

Fund Size

$132.4B

#22 of 6,040 · large

Return (1Y)

+11.9%

Track Record

20 years

#283 of 6,040 · established

Performance

Total-return NAV · USD

Growth of $10,000

$11,109+11.1%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Index tracking

Factor

Dividend

Index tracked

S&P US Dividend Growers Index

Holdings

By weight

Concentration

Top 10 holdings = 32.5% of funddiversified

Broadcom Inc

5.2%

Apple Inc

4.1%

Microsoft Corp

4.0%

JPMorgan Chase & Co

3.6%

Eli Lilly & Co

3.3%

Exxon Mobil Corp

2.9%

Walmart Inc

2.6%

Johnson & Johnson

2.5%

Visa Inc

2.3%

Costco Wholesale Corp

2.0%

Asset allocation

Stocks

99.4%

Cash

0.3%

Other

0.3%

By sector

Technology

26.0%

Financial Services

21.8%

Healthcare

17.9%

Industrials

11.3%

Consumer Defensive

9.2%

Consumer Cyclical

4.3%

Energy

3.4%

Basic Materials

3.2%

Other

2.9%

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)

0.94Decent risk-adjusted returns

Sortino (3Y)

1.38Good downside protection

Listing

Exchange: NYSE Arca

Full fund details

Objective: Tracks the performance of the S&P U.S. Dividend Growers Index.
Strategy: Employs an indexing investment approach to replicate the S&P U.S. Dividend Growers Index, which consists of common stocks of U.S. companies with a record of increasing dividends. Invests at least 80% of net assets in the stocks that make up the Target Index, holding each stock in approximately the same proportion as its weighting in the index.
Inception date: April 21, 2006
Fund family: Vanguard