Vanguard Dividend Appreciation ETF (VIG)
Market Price (5/20/2026): $229.49
Vanguard Dividend Appreciation ETF (VIG)
Market Price (5/20/2026): $229.49
Asset Allocation with VIG
Valuation & Yield
| 5//26 | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
| Share Price CYE | $229.49 | $218.93 | $191.76 | $163.91 | $143.14 | $158.69 |
| Dividend/Share TTM | $3.45 | $3.56 | $3.38 | $3.21 | $2.97 | $2.66 |
Valuation [1] | ||||||
| P/S TTM | 2.74 | 2.83 | 2.72 | 2.49 | 2.28 | 2.84 |
| P/E TTM | 24.13 | 25.17 | 24.72 | 22.16 | 19.97 | 22.97 |
Yields TTM | ||||||
| Earnings Yield | 4.14% | 3.97% | 4.04% | 4.51% | 5.01% | 4.35% |
| Dividend Yield | 1.50% | 1.63% | 1.76% | 1.96% | 2.08% | 1.68% |
| Total Yield (TY) | 5.65% | 5.60% | 5.81% | 6.47% | 7.09% | 6.03% |
Risk Premium [2] | ||||||
| Risk Free Rate (Rf) | 4.61% | 4.18% | 4.58% | 3.88% | 3.88% | 1.52% |
| Risk Prem. (TY - Rf) | 1.04% | 1.42% | 1.23% | 2.59% | 3.21% | 4.51% |
[1] P/E uses aggregate method (profitable constituents only); P/S uses all constituents. Ratios reflect current ETF holdings at current weights.
[2] The premium above the risk free rate (US 10Y) offered by the investment. Negative premiums can indicate stretched valuations.
Top 20 Holdings for VIG
Total Weights Top 5: 20.0% | Top 10: 32.3% | Top 20: 48.2%
| Ticker | Holding | Weight |
|---|---|---|
| AVGO | Broadcom | 5.15% |
| AAPL | Apple | 4.05% |
| MSFT | Microsoft | 3.95% |
| JPM | JPMorgan Chase | 3.57% |
| LLY | Eli Lilly | 3.32% |
| XOM | Exxon Mobil | 2.89% |
| WMT | Walmart | 2.59% |
| JNJ | Johnson & Johnson | 2.48% |
| V | Visa | 2.31% |
| COST | Costco Wholesale | 2.02% |
| CAT | Caterpillar | 1.86% |
| MA | Mastercard | 1.84% |
| ABBV | AbbVie | 1.67% |
| CSCO | Cisco Systems | 1.62% |
| BAC | Bank of America | 1.57% |
| PG | Procter & Gamble | 1.53% |
| UNH | UnitedHealth | 1.50% |
| HD | Home Depot | 1.47% |
| LRCX | Lam Research | 1.44% |
| KO | Coca-Cola | 1.37% |
Performance for VIG Top Holdings
| Ticker | Holding | Weight | Mkt Price5/19 | 1D Rtn | 1M Rtn | YTD Rtn | 1Y Rtn | 3Y Rtn | 5Y Rtn | 10Y Rtn |
|---|---|---|---|---|---|---|---|---|---|---|
| VIG | Vanguard Dividend Appreciation ETF | 100.00% | 229.49 | -0.4% | 0.9% | 4.8% | 16.9% | 54.9% | 63.1% | 244.2% |
| AVGO | Broadcom | 5.15% | 411.07 | -2.3% | 1.1% | 19.0% | 79.7% | 527.0% | 898.6% | 3,509.5% |
| AAPL | Apple | 4.05% | 298.97 | 0.4% | 10.7% | 10.2% | 43.8% | 73.1% | 140.9% | 1,279.2% |
| MSFT | Microsoft | 3.95% | 417.42 | -1.4% | -1.3% | -13.5% | -8.5% | 33.9% | 76.1% | 830.7% |
| JPM | JPMorgan Chase | 3.57% | 295.70 | -1.7% | -4.7% | -7.3% | 13.8% | 127.5% | 108.6% | 507.5% |
| LLY | Eli Lilly | 3.32% | 1,021.41 | 3.4% | 10.4% | -4.6% | 36.2% | 135.9% | 436.6% | 1,504.5% |
| XOM | Exxon Mobil | 2.89% | 162.55 | 1.3% | 11.8% | 36.9% | 57.5% | 69.1% | 232.0% | 179.6% |
| WMT | Walmart | 2.59% | 134.20 | 0.6% | 5.5% | 20.9% | 37.9% | 177.5% | 201.3% | 584.1% |
| JNJ | Johnson & Johnson | 2.48% | 230.00 | 0.5% | -1.8% | 11.7% | 55.0% | 58.3% | 54.8% | 166.9% |
| V | Visa | 2.31% | 329.91 | -0.8% | 4.3% | -5.5% | -9.6% | 44.7% | 51.2% | 355.8% |
| COST | Costco Wholesale | 2.02% | 1,094.32 | 1.7% | 9.6% | 27.3% | 6.4% | 129.4% | 201.1% | 808.8% |
| CAT | Caterpillar | 1.86% | 860.15 | -0.4% | 8.4% | 50.8% | 146.6% | 319.0% | 300.3% | 1,445.0% |
| MA | Mastercard | 1.84% | 499.70 | -1.2% | -4.1% | -12.2% | -14.3% | 31.9% | 39.9% | 455.4% |
| ABBV | AbbVie | 1.67% | 213.76 | 2.1% | 2.6% | -4.9% | 18.9% | 64.0% | 120.2% | 440.7% |
| CSCO | Cisco Systems | 1.62% | 115.38 | -2.9% | 33.8% | 51.4% | 84.7% | 155.2% | 151.9% | 458.1% |
| BAC | Bank of America | 1.57% | 50.70 | 0.0% | -6.0% | -7.3% | 15.8% | 95.0% | 36.7% | 335.5% |
| PG | Procter & Gamble | 1.53% | 141.30 | -0.8% | -3.1% | 0.0% | -11.8% | -0.3% | 16.3% | 131.9% |
| UNH | UnitedHealth | 1.50% | 389.24 | -0.5% | 19.9% | 18.8% | 26.7% | -13.8% | 3.8% | 250.2% |
| HD | Home Depot | 1.47% | 302.44 | 0.9% | -13.4% | -11.5% | -18.3% | 12.2% | 8.2% | 191.4% |
| LRCX | Lam Research | 1.44% | 273.38 | -1.6% | 2.2% | 59.9% | 228.5% | 377.9% | 360.1% | 3,994.2% |
| KO | Coca-Cola | 1.37% | 81.92 | 0.9% | 8.2% | 18.0% | 17.2% | 42.6% | 74.0% | 155.0% |
Guidance Updates for VIG Top Holdings
| Ticker | Company | Earnings Date | Guidance Metric | Midpoint Value | % Change | Guidance Change | |
|---|---|---|---|---|---|---|---|
| AVGO_3042026 | AVGO | Broadcom | 3/4/2026 | Q2 2026 Revenue | 22.00 Bil | 15.2% | RaisedRaised Prior Guidance of 19.10 Bil for Q1 2026 |
| LLY_2042026 | LLY | Eli Lilly | 2/4/2026 | 2026 Revenue | 81.50 Bil | 28.8% | Higher NewNew Guidance Higher than Prior Actual of 63.25 Bil for 2025 |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| VIG Return | 24% | -10% | 15% | 17% | 14% | 5% | 80% |
| Peers Return | 29% | -3% | 10% | 16% | 15% | 10% | 104% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 8% | 97% |
Monthly Win Rates [3] | |||||||
| VIG Win Rate | 67% | 33% | 58% | 75% | 75% | 80% | |
| Peers Win Rate | 67% | 46% | 52% | 72% | 68% | 68% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 60% | |
Max Drawdowns [4] | |||||||
| VIG Max Drawdown | -5% | -20% | -10% | -5% | -15% | -8% | |
| Peers Max Drawdown | -6% | -17% | -11% | -7% | -14% | -7% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: SCHD, VYM, DGRO, CGDV, DVY.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 5/19/2026 (YTD)
Sharpe Ratios Compared
One measure of reward vs. risk is a Sharpe ratio. A higher ratio indicates better risk-adjusted returns. Most funds have Sharpe ratios < 1.0.
Results as of 4302026.How Low Can It Go
| Event | VIG | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.0% | -18.8% |
| % Gain to Breakeven | 17.6% | 23.1% |
| Time to Breakeven | 83 days | 79 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -19.9% | -24.5% |
| % Gain to Breakeven | 24.9% | 32.4% |
| Time to Breakeven | 297 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -31.6% | -33.7% |
| % Gain to Breakeven | 46.3% | 50.9% |
| Time to Breakeven | 156 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -16.2% | -19.2% |
| % Gain to Breakeven | 19.4% | 23.8% |
| Time to Breakeven | 95 days | 105 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -10.1% | -12.2% |
| % Gain to Breakeven | 11.2% | 13.9% |
| Time to Breakeven | 199 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -15.6% | -17.9% |
| % Gain to Breakeven | 18.5% | 21.8% |
| Time to Breakeven | 107 days | 123 days |
In The Past
Vanguard Dividend Appreciation ETF's stock fell -15.0% during the 2025 US Tariff Shock. Such a loss loss requires a 17.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
| Event | VIG | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -31.6% | -33.7% |
| % Gain to Breakeven | 46.3% | 50.9% |
| Time to Breakeven | 156 days | 140 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -45.1% | -53.4% |
| % Gain to Breakeven | 82.2% | 114.4% |
| Time to Breakeven | 676 days | 1085 days |
In The Past
Vanguard Dividend Appreciation ETF's stock fell -15.0% during the 2025 US Tariff Shock. Such a loss loss requires a 17.6% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
Current Dip Buy Opportunities Across ETFs
ETFs currently down 5% or more from trailing 6M peaks.
| Ticker | Name | Dip % | Mkt Price | Price Date | Peak Price | Peak Date | # Days |
|---|---|---|---|---|---|---|---|
| IWO | iShares Russell 2000 Growth ETF | -5.6% | 353.23 | 5192026 | 374.14 | 5062026 | 13 |
| IEMG | iShares Core MSCI Emerging Markets ETF | -5.4% | 78.53 | 5192026 | 83.01 | 5102026 | 9 |
| EEM | iShares MSCI Emerging Markets ETF | -5.4% | 64.26 | 5192026 | 67.94 | 5102026 | 9 |
| SCHE | Schwab Emerging Markets Equity ETF | -5.0% | 35.08 | 5192026 | 36.94 | 5062026 | 13 |
| NOBL | ProShares S&P 500 Dividend Aristocrats ETF | -6.7% | 106.43 | 5192026 | 114.03 | 3012026 | 79 |
| JEPI | JPMorgan Equity Premium Income ETF | -5.1% | 56.08 | 5192026 | 59.09 | 3012026 | 79 |
| ARKK | ARK Innovation ETF | -11.3% | 73.84 | 5192026 | 83.21 | 1132026 | 126 |
| URA | Global X Uranium ETF | -23.6% | 47.20 | 5192026 | 61.81 | 1282026 | 111 |
| BOTZ | Global X Funds Global X Robotics & Artificial Intelligence ETF | -6.6% | 38.89 | 5192026 | 41.63 | 5132026 | 6 |
| ROBO | ROBO Global Robotics & Automation Index ETF | -5.4% | 82.51 | 5192026 | 87.26 | 5132026 | 6 |
| LIT | Global X Lithium & Battery Tech ETF | -10.7% | 81.78 | 5192026 | 91.62 | 5112026 | 8 |
| ICLN | iShares Global Clean Energy ETF | -5.2% | 20.99 | 5192026 | 22.13 | 5142026 | 5 |
| CGBL | Capital Group Core Balanced ETF | -6.2% | 34.41 | 5192026 | 36.67 | 2252026 | 83 |
| XLF | State Street Financial Select Sector SPDR ETF | -8.9% | 51.10 | 5192026 | 56.11 | 1062026 | 133 |
| XLV | State Street Health Care Select Sector SPDR ETF | -7.7% | 147.32 | 5192026 | 159.54 | 3012026 | 79 |
| XLI | State Street Industrial Select Sector SPDR ETF | -5.4% | 168.74 | 5192026 | 178.40 | 3022026 | 78 |
| XLY | State Street Consumer Discretionary Select Sector SPDR ETF | -7.4% | 115.03 | 5192026 | 124.27 | 1122026 | 127 |
| XLU | State Street Utilities Select Sector SPDR ETF | -6.5% | 44.34 | 5192026 | 47.40 | 3012026 | 79 |
| XLB | State Street Materials Select Sector SPDR ETF | -8.1% | 49.04 | 5192026 | 53.38 | 2112026 | 97 |
| SMH | VanEck Semiconductor ETF | -5.9% | 543.96 | 5192026 | 578.34 | 5142026 | 5 |
| SOXX | iShares Semiconductor ETF | -6.8% | 496.74 | 5192026 | 532.76 | 5112026 | 8 |
| IBB | iShares Biotechnology ETF | -7.5% | 164.19 | 5192026 | 177.51 | 1222026 | 117 |
| XBI | State Street SPDR S&P Biotech ETF | -8.6% | 126.79 | 5192026 | 138.67 | 4192026 | 30 |
| ITA | iShares U.S. Aerospace & Defense ETF | -12.8% | 218.32 | 5192026 | 250.42 | 3022026 | 78 |
| XOP | State Street SPDR S&P Oil & Gas Exploration & Production ETF | -5.1% | 178.56 | 5192026 | 188.18 | 3292026 | 51 |
| BWX | State Street SPDR Bloomberg International Treasury Bond ETF | -5.4% | 21.74 | 5192026 | 22.99 | 2162026 | 92 |
| TLT | iShares 20+ Year Treasury Bond ETF | -7.9% | 83.02 | 5192026 | 90.16 | 3012026 | 79 |
| VGLT | Vanguard Long-Term Treasury ETF | -7.0% | 53.19 | 5192026 | 57.20 | 3012026 | 79 |
| SPTL | State Street SPDR Portfolio Long Term Treasury ETF | -7.4% | 25.27 | 5192026 | 27.28 | 3012026 | 79 |
| TLH | iShares 10-20 Year Treasury Bond ETF | -6.8% | 97.13 | 5192026 | 104.25 | 3012026 | 79 |
| EDV | Vanguard World Funds Extended Duration ETF | -11.1% | 60.75 | 5192026 | 68.33 | 3012026 | 79 |
| GSG | iShares GSCI Commodity | -5.8% | 30.01 | 5192026 | 31.85 | 3182026 | 62 |
| GLD | SPDR Gold Trust | -17.0% | 411.50 | 5192026 | 495.90 | 1292026 | 110 |
| IAU | iShares Gold Trust | -17.0% | 84.32 | 5192026 | 101.57 | 1292026 | 110 |
| GLDM | SPDR Gold MiniShares Trust | -16.9% | 88.70 | 5192026 | 106.77 | 1292026 | 110 |
| SGOL | ETFS Physical Swiss Gold Shares | -13.1% | 44.66 | 5192026 | 51.41 | 1292026 | 110 |
| BAR | Direxion Daily Gold Bull 3X Shares | -16.6% | 44.34 | 5192026 | 53.16 | 1292026 | 110 |
| SLV | iShares Silver Trust | -36.6% | 66.90 | 5192026 | 105.60 | 1282026 | 111 |
| SIVR | ETFS Physical Silver Shares Trust ETF | -24.8% | 83.39 | 5192026 | 110.87 | 1282026 | 111 |
| PPLT | ETFS Physical Platinum Shares | -29.3% | 17.84 | 5192026 | 25.23 | 1252026 | 114 |
| CPER | United States Copper Index Fund ETV | -13.9% | 33.33 | 5192026 | 38.71 | 1292026 | 110 |
| PALL | ETFS Physical Palladium Shares | -34.0% | 24.55 | 5192026 | 37.18 | 1282026 | 111 |
| UNG | United States Natural Gas Fund LP | -29.6% | 11.90 | 5192026 | 16.90 | 2012026 | 107 |
| BNO | United States Brent Oil Fund LP ETV | -7.1% | 55.85 | 5192026 | 60.13 | 5042026 | 15 |
| IBIT | iShares Bitcoin Trust ETF | -21.5% | 43.50 | 5192026 | 55.44 | 1142026 | 125 |
| FBTC | Fidelity Wise Origin Bitcoin Fund | -21.5% | 66.82 | 5192026 | 85.12 | 1142026 | 125 |
| GBTC | Grayscale Bitcoin Trust ETF | -19.0% | 61.84 | 5192026 | 76.31 | 1142026 | 125 |
| ETHA | iShares Ethereum Trust ETF | -37.7% | 15.93 | 5192026 | 25.59 | 1142026 | 125 |
About VIG
| Holdings Count: 338Expense Ratio: 0.04%Inception Date: 2006-04-21 | Vanguard Dividend Appreciation ETFSeeks to track the performance of the S&P U.S. Dividend Growers Index.Passively managed, full-replication approach.Fund remains fully invested.Large-cap equity, emphasizing stocks with a record of growing their dividends year over year.Low expenses minimize net tracking error.With respect to 75% of its total assets, the fund may not: (1) purchase more than 10% of the outstanding voting securities of any one issuer or (2) purchase securities of any issuer if, as a result, more than 5% of the fund’s total assets would be invested in that issuer’s securities; except as may be necessary to approximate the composition of its target index. This limitation does not apply to obligations of the U.S. government or its agencies or instrumentalities.Asset Class: Large Cap Equity | ETF Website |
Research & Analysis
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External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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