ducovest

VIG:NYE-Vanguard Dividend Appreciation Index Fund ETF Shares (USD)

ETF | Large Blend |

Last Closing

USD 197.57

Change

0.00 (0.00)%

Market Cap

N/A

Volume

0.51M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Currency: USD

Country : USA

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-21 )

Largest Industry Peers for Large Blend

Symbol Name Price(Change) Market Cap
VTI Vanguard Total Stock Market In..

N/A

 USD 429.85B
SPLG SPDR® Portfolio S&P 500 ETF

N/A

 USD 45.42B
SCHX Schwab U.S. Large-Cap ETF

N/A

 USD 45.04B
GSLC Goldman Sachs ActiveBeta® U.S..

N/A

 USD 12.84B
DYNF BlackRock US Equity Factor Rot..

N/A

 USD 11.50B
SPTM SPDR® Portfolio S&P 1500 Comp..

N/A

 USD 9.00B
SPLV Invesco S&P 500® Low Volatili..

N/A

 USD 7.44B
JQUA JPMorgan U.S. Quality Factor E..

N/A

 USD 4.91B
SCHK Schwab 1000 ETF

N/A

 USD 3.72B
SUSA iShares MSCI USA ESG Select

N/A

 USD 3.65B

ETFs Containing VIG

VGG:CA Vanguard U.S. Dividend Ap.. 100.00 % 0.30 %

N/A

 CAD 1.72B
VGH:CA Vanguard US Dividend Appr.. 100.00 % 0.30 %

N/A

 CAD 0.74B
FDVL 13.33 % 0.00 %

N/A

 N/A
FIVR 6.43 % 0.00 %

N/A

 N/A
HNDL Strategy Shares Nasdaq 7 .. 6.29 % 0.95 %

N/A

 USD 0.82B
LEXI Alexis Practical Tactical.. 5.59 % 0.00 %

N/A

 USD 0.09B
WBIR 0.00 % 1.25 %

N/A

 N/A

Market Performance

  Market Performance vs. Industry/Classification (Large Blend) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 15.94% 35% F 74% C
Dividend Return 0.98% 82% B 23% F
Total Return 16.92% 35% F 71% C-
Trailing 12 Months  
Capital Gain 24.94% 24% F 71% C-
Dividend Return 2.12% 93% A 33% F
Total Return 27.06% 31% F 69% C-
Trailing 5 Years  
Capital Gain 64.86% 35% F 77% C+
Dividend Return 10.65% 91% A- 38% F
Total Return 75.52% 42% F 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 10.75% 24% F 70% C-
Dividend Return 12.51% 31% F 69% C-
Total Return 1.76% 91% A- 40% F
Risk Return Profile  
Volatility (Standard Deviation) 13.24% 88% B+ 69% C-
Risk Adjusted Return 94.47% 93% A 96% N/A
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.