Vanguard Dividend Appreciation ETF (VIG) focuses on large-cap blend category, with 15.75% YTD gain.

From Nasdaq: 2024-11-05 06:20:07

The Vanguard Dividend Appreciation ETF (VIG) was launched in 2006 and focuses on the large-cap blend category. Smart beta ETFs use non-cap weighted strategies to potentially outperform the market. VIG tracks the NASDAQ US Dividend Achievers Select Index, composed of companies with a history of dividend growth. It has an expense ratio of 0.06% and a 1.76% dividend yield.

VIG has a significant allocation to the Information Technology sector, with top holdings including Apple Inc, Broadcom Inc, and Microsoft Corp. The ETF has gained 15.75% year-to-date and 25.62% in the last year. With a beta of 0.84 and a standard deviation of 14.66%, it is considered a medium-risk investment with around 340 holdings.

Investors seeking alternatives to VIG could consider ETFs like WisdomTree U.S. Quality Dividend Growth ETF (DGRW) and iShares Core Dividend Growth ETF (DGRO), which track different dividend growth indexes. DGRW has $14.55 billion in assets with an expense ratio of 0.28%, while DGRO has $29.99 billion in assets and an expense ratio of 0.08%. Other options include traditional market cap weighted ETFs for lower risk.

For more information on VIG and other ETFs, visit Zacks ETF Center for news and analysis. Subscribe to Zacks’ Fund Newsletter for weekly updates on ETF performance. Download Zacks Investment Research’s free report on 5 Stocks Set to Double for the latest recommendations.



Read more at Nasdaq: Is Vanguard Dividend Appreciation ETF (VIG) a Strong ETF Right Now?