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

ETF | Large Blend |

Last Closing

USD 193.39

Change

-2.70 (-1.38)%

Market Cap

N/A

Volume

2.92M

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

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Relative Returns (From:    To: 2025-03-11 )

Largest Industry Peers for Large Blend

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

-1.93 (-0.70%)

USD 453.93B
SPLG SPDR® Portfolio S&P 500 ETF

-0.53 (-0.80%)

USD 56.87B
SCHX Schwab U.S. Large-Cap ETF

-0.15 (-0.68%)

USD 51.16B
DYNF BlackRock US Equity Factor Rot..

-0.24 (-0.49%)

USD 14.94B
GSLC Goldman Sachs ActiveBeta® U.S..

-1.06 (-0.96%)

USD 13.57B
SPTM SPDR® Portfolio S&P 1500 Comp..

-0.58 (-0.85%)

USD 9.53B
SPLV Invesco S&P 500® Low Volatili..

-1.31 (-1.77%)

USD 7.46B
JQUA JPMorgan U.S. Quality Factor E..

-0.79 (-1.38%)

USD 5.66B
DIVO Amplify CWP Enhanced Dividend ..

-0.49 (-1.21%)

USD 4.00B
SCHK Schwab 1000 ETF

-0.20 (-0.74%)

USD 3.90B

ETFs Containing VIG

FDVL Foundations Dynamic Value.. 13.33 % 0.00 %

-0.11 (0.06%)

N/A
GIAX Nicholas Global Equity an.. 11.12 % 0.00 %

+0.01 (+0.06%)

USD 0.05B
HNDL Strategy Shares Nasdaq 7 .. 6.63 % 0.95 %

-0.13 (0.06%)

USD 0.71B
FIVR 6.43 % 0.00 %

N/A

N/A
LEXI Alexis Practical Tactical.. 5.73 % 0.00 %

-0.17 (0.06%)

USD 0.11B
VGG:CA Vanguard U.S. Dividend Ap.. 0.00 % 0.30 %

-1.52 (0.06%)

CAD 2.07B
VGH:CA Vanguard US Dividend Appr.. 0.00 % 0.30 %

-0.69 (0.06%)

CAD 0.82B
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 -1.25% 78% C+ 48% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -1.25% 78% C+ 46% F
Trailing 12 Months  
Capital Gain 7.12% 58% F 71% C-
Dividend Return 1.87% 97% N/A 33% F
Total Return 8.99% 75% C 68% D+
Trailing 5 Years  
Capital Gain 94.60% 29% F 71% C-
Dividend Return 14.61% 85% B 36% F
Total Return 109.21% 29% F 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 11.72% 29% F 68% D+
Dividend Return 13.48% 33% F 67% D+
Total Return 1.77% 90% A- 42% F
Risk Return Profile  
Volatility (Standard Deviation) 13.66% 88% B+ 70% C-
Risk Adjusted Return 98.70% 90% A- 94% 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.