Last Update: 31 Aug 2021
In the last 10 years, the Vanguard Dividend Appreciation (VIG) ETF obtained a 14.33% compound annual return, with a 12.01% standard deviation.
In the last 20 years, a 9.57% compound annual return, with a 14.75% standard deviation.
In 2020, the portfolio granted a 1.86% dividend yield. If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG): Dividend Yield page.
The ETF is related to the following investment themes:
- Asset Class: Equity
- Size: Large Cap
- Style: Blend
- Region: North America
- Country: U.S.
The Vanguard Dividend Appreciation (VIG) ETF is present in the following Lazy Portfolios:
| Portfolio Name | Author | ETF Weight |
|---|---|---|
| Late Sixties and Beyond | Burton Malkiel | 16.0% |
| Late Thirties to Early Forties | Burton Malkiel | 10.0% |
| Mid-Fifties | Burton Malkiel | 12.5% |
| Mid-Twenties | Burton Malkiel | 7.0% |
Capital Growth and Historical Returns
Capital growth, returns, stats are calculated assuming a reinvestment of dividends.
If you are interested in getting periodic income, please refer to the Vanguard Dividend Appreciation (VIG): Dividend Yield page.
ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.
| Period | Returns Aug 2021 |
Standard Deviation * |
Max Drawdown |
Months Pos - Neg |
|---|---|---|---|---|
|
1M
|
+1.67%
|
0.00%
|
1 - 0 | |
|
3M
|
+4.76%
|
-0.14%
Jun 2021 - Jun 2021
|
2 - 1 | |
|
6M
|
+17.58%
|
-0.14%
Jun 2021 - Jun 2021
|
5 - 1 | |
|
YTD
|
+15.95%
|
-2.92%
Jan 2021 - Jan 2021
|
6 - 2 | |
|
1Y
|
+26.50%
|
11.97%
|
-3.30%
Sep 2020 - Oct 2020
|
8 - 4 |
|
3Y
|
+16.22%
annualized
|
15.90%
|
-17.16%
Feb 2020 - Mar 2020
|
27 - 9 |
|
5Y
|
+16.00%
annualized
|
13.22%
|
-17.16%
Feb 2020 - Mar 2020
|
44 - 16 |
|
10Y
|
+14.33%
annualized
|
12.01%
|
-17.16%
Feb 2020 - Mar 2020
|
86 - 34 |
|
MAX
01 Jan 1999
|
+8.69%
annualized
|
15.54%
|
-41.12%
Oct 2007 - Feb 2009
|
178 - 94 |
* Annualized St.Dev. of monthly returns
Drawdowns
Rolling Returns ( more details)
Vanguard Dividend Appreciation (VIG) ETF: annualized rolling and average returns
| Return (*) | Negative Periods |
|||
|---|---|---|---|---|
| Rolling Period | Average | Best | Worst | |
| 1 Year |
+10.40% |
+47.68% Mar 2000 - Feb 2001 |
-35.02% Mar 2008 - Feb 2009 |
19.16% |
| 2 Years |
+9.92% |
+31.94% Mar 2009 - Feb 2011 |
-19.91% Mar 2007 - Feb 2009 |
11.65% |
| 3 Years |
+9.49% |
+22.93% Mar 2009 - Feb 2012 |
-9.61% Mar 2006 - Feb 2009 |
10.97% |
| 5 Years |
+9.24% |
+20.36% Mar 2009 - Feb 2014 |
-2.24% Mar 2004 - Feb 2009 |
1.41% |
| 7 Years |
+9.07% |
+15.27% Mar 2009 - Feb 2016 |
-0.12% Mar 2002 - Feb 2009 |
0.53% |
| 10 Years |
+8.69% |
+15.09% Mar 2009 - Feb 2019 |
+1.09% Mar 1999 - Feb 2009 |
0.00% |
| 15 Years |
+8.99% |
+10.74% Mar 2000 - Feb 2015 |
+6.67% Jan 1999 - Dec 2013 |
0.00% |
| 20 Years |
+9.35% |
+10.41% Dec 1999 - Nov 2019 |
+6.92% Jan 1999 - Dec 2018 |
0.00% |
* Annualized rolling and average returns over full calendar month periods
If you need a deeper detail about rolling returns, please refer to the Vanguard Dividend Appreciation (VIG) ETF: Rolling Returns page.
Seasonality and Yearly/Monthly Returns
In the table below, for the Vanguard Dividend Appreciation (VIG) ETF, the average monthly return is represented.
Below each return, it's also mentioned the probability of obtaining a positive monthly result (Win %).
Both the Average Return and the Gain Frequency are useful to get an idea of what happened in the past.
| Monthly Average Return (%) and Gain Frequency | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Return (%) | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| Average Win % |
0.87 61% |
0.02 57% |
0.91 65% |
2.32 70% |
0.91 78% |
0.34 57% |
1.29 74% |
0.84 70% |
-1.26 41% |
0.96 59% |
1.35 77% |
0.98 77% |
| Best Year |
20.7 2001 |
6.5 2006 |
7.0 2009 |
12.8 2003 |
5.0 2009 |
7.0 2003 |
6.6 2009 |
6.9 2002 |
8.3 2010 |
9.6 2011 |
10.1 2001 |
8.0 1999 |
| Worst Year |
-7.6 2009 |
-10.5 2009 |
-9.6 2020 |
-12.0 2004 |
-7.2 2010 |
-7.9 2008 |
-10.5 2002 |
-11.5 2003 |
-16.9 2001 |
-14.1 2008 |
-11.2 2002 |
-8.7 2018 |
For further information about the seasonality, check the Asset Class Seasonality page.
Investing in Vanguard Dividend Appreciation (VIG) ETF: detail of monthly returns
| Months | |||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Year | Return | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
| 2021 |
+15.95% | -2.9 | 1.6 | 6.0 | 4.0 | 1.8 | -0.1 | 3.2 | 1.7 | ||||
| 2020 |
+15.40% | 0.6 | -8.3 | -9.6 | 9.9 | 3.6 | 0.1 | 5.0 | 6.2 | -1.1 | -2.3 | 10.0 | 2.5 |
| 2019 |
+29.62% | 6.3 | 4.6 | 1.1 | 3.7 | -4.6 | 6.6 | 2.2 | 0.6 | 1.5 | 0.0 | 2.5 | 2.2 |
| 2018 |
-2.08% | 5.0 | -4.0 | -1.4 | -0.9 | 1.8 | 0.3 | 4.7 | 2.8 | 1.7 | -6.4 | 4.1 | -8.7 |
| 2017 |
+22.22% | 1.8 | 4.3 | -0.1 | 1.7 | 1.6 | 0.3 | 0.7 | -0.4 | 2.4 | 2.1 | 4.5 | 1.4 |
| 2016 |
+11.97% | -2.3 | 1.1 | 6.3 | -0.3 | 1.0 | 2.4 | 2.3 | 0.0 | -1.0 | -1.9 | 3.0 | 1.2 |
| 2015 |
-1.95% | -3.4 | 5.6 | -2.3 | -0.2 | 1.0 | -2.5 | 2.2 | -5.9 | -1.8 | 6.7 | 0.3 | -0.9 |
| 2014 |
+10.08% | -5.0 | 4.9 | 0.8 | 1.0 | 1.6 | 1.5 | -3.3 | 3.7 | -1.0 | 2.7 | 3.2 | 0.1 |
| 2013 |
+28.87% | 5.9 | 1.2 | 3.4 | 1.7 | 1.2 | -1.5 | 5.4 | -3.6 | 4.0 | 4.2 | 2.3 | 2.0 |
| 2012 |
+11.65% | 2.6 | 2.8 | 2.1 | -0.3 | -4.4 | 2.2 | 2.0 | 1.9 | 1.9 | -1.3 | 1.4 | 0.5 |
| 2011 |
+6.16% | 1.4 | 3.4 | 1.1 | 3.5 | -1.3 | -0.8 | -3.5 | -3.2 | -6.3 | 9.6 | 1.9 | 1.0 |
| 2010 |
+14.74% | -2.3 | 2.4 | 4.6 | 2.2 | -7.2 | -4.3 | 6.4 | -3.4 | 8.3 | 2.8 | 0.3 | 5.3 |
| 2009 |
+19.57% | -7.6 | -10.5 | 7.0 | 7.3 | 5.0 | 0.5 | 6.6 | 2.4 | 3.2 | -0.4 | 5.8 | 0.7 |
| 2008 |
-26.69% | -5.3 | -1.6 | 2.0 | 2.6 | 0.3 | -7.9 | 1.1 | 2.1 | -6.7 | -14.1 | -2.6 | 0.9 |
| 2007 |
+5.63% | 1.6 | -1.7 | 0.3 | 4.4 | 2.5 | -1.6 | -2.5 | 2.3 | 3.4 | -0.3 | -2.0 | -0.5 |
| 2006 |
+25.71% | 2.3 | 6.5 | -0.4 | -1.1 | 1.1 | -0.8 | 2.9 | 3.7 | -1.4 | 4.9 | 5.2 | 0.7 |
| 2005 |
+4.29% | 2.1 | -0.5 | -5.5 | 1.9 | 4.4 | 5.0 | 2.4 | 1.7 | -3.5 | -0.1 | 3.1 | -6.2 |
| 2004 |
+8.90% | 4.5 | -2.0 | 2.0 | -12.0 | 3.0 | 0.2 | -0.8 | 5.0 | 2.8 | 1.8 | 1.4 | 3.8 |
| 2003 |
+27.36% | 2.2 | 2.1 | 1.6 | 12.8 | 2.1 | 7.0 | 4.3 | -11.5 | -4.3 | 4.9 | 2.3 | 2.9 |
| 2002 |
-14.01% | 0.2 | 0.8 | 5.3 | 2.3 | -1.3 | -1.0 | -10.5 | 6.9 | -5.5 | -4.3 | -11.2 | 5.3 |
| 2001 |
+29.49% | 20.7 | -2.3 | -1.7 | 3.7 | 1.3 | 3.1 | 2.2 | 3.2 | -16.9 | 7.8 | 10.1 | -0.8 |
| 2000 |
+11.32% | -2.6 | -8.7 | 3.7 | 7.1 | 4.4 | 0.5 | 5.4 | 4.6 | 0.0 | 2.6 | -5.0 | 0.0 |
| 1999 |
-28.01% | -5.8 | -1.1 | -5.6 | -1.5 | 2.4 | -1.2 | -8.5 | -1.4 | -7.3 | 2.0 | -10.9 | 8.0 |
ETF Returns, up to December 2006, are simulated. They have been calculated using the historical series of equivalent ETFs / Assets.