Vanguard Dividend ETF | VIG

Medium RiskEquity
Vanguard Dividend ETF
Issued by:Vanguard
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
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Vanguard Dividend ETF | VIG

Vanguard Dividend ETF | VIG

About VIG ETF

ETF Name: Vanguard Dividend ETF (VIG) Sector: VIG has invested in Industrials (28%), Consumer Non-Cyclical (18%), Healthcare (13%), Technology (13%), Consumer Cyclical (11%). Geography: VIG has invested 98% of its assets in the United States, and just 2% in Ireland. Fund Manager Name: Vanguard ETF Description: VIG is one of the most popular ETFs in the US total-market segment by assets and liquidity. The fund selects firms that have increased their dividend payments for the past 10 years. This produces a portfolio that typically carries moderately higher yield than the benchmark. What ETFdb says about it: Investors with a longer-term horizon should consider the importance of large cap value stocks and the benefits they can add to any well-balanced portfolio including dividends and rock solid stability Why is that Kristal there: A complete pool of 2100+ ETFs are screened on various qualitative and quantitative parameters to evaluate efficiency, tradability and fit. The metrics used were alpha, beta and R-Squared with respect to the segment benchmark and ETF specific metrics such as expense ratio, drawdown, volatility and the overall rating. We evaluate all ETFs and assign a composite score based on our analysis and then select the top ones in a category based on that comprehensive score by the inhouse research / quant analysts team. VIG does not have the lowest fee, but excellent liquidity reduces overall costs. The ETF has a large AUM and long track record as well. The strategy is rebalanced on a quarterly basis with the rebalancing mechanism being determined by an algorithm that takes into account the overall performance of the strategy so far. Fund Manager Description: Founded in 1975, Vanguard is the second largest asset manager in the world managing $5.1T. It is the largest provider of mutual funds and the second-largest provider of exchange-traded funds (ETFs) in the world after BlackRock iShares. More Information: Better Buy: Vanguard Dividend Appreciation ETF vs. Vanguard High Dividend Yield ETF https://www.fool.com/investing/etf/2018/05/19/better-buy-vanguard-dividend-appreciation-etf-vs-v.aspx Top 3 Vanguard Managed ETFs (VTI, VIG) https://www.investopedia.com/articles/investing/081715/top-3-vanguard-managed-etfs.asp

Returns

PerformanceYTD1Y3Y5Y10Y
Vanguard Dividend ETF8.72%32.80%16.19%15.31%13%

Asset Class

Asset type breakdown
Stock US99.36%
Stock non-US0.64%
Cash-0%

VIG Holdings - Top 10

NameiWeightage (%)
JPMorgan Chase & Co3.90%
Johnson & Johnson3.84%
Microsoft Corporation3.82%
Walmart Inc3.42%
UnitedHealth Group Incorporated3.14%
Visa Inc3.05%
The Procter & Gamble Company2.96%
The Home Depot, Inc2.92%
Comcast Corporation2.20%
The Coca-Cola Company2.02%

VIG Sectors/Industry Breakdown

Sectori% of market value
Industrials17.53%
Financial Services17.35%
Healthcare15.60%
Consumer Defensive15.28%
Technology14.38%
Consumer Cyclicals10.30%
Basic Materials3.82%
Communication Services2.88%
Utilities2.86%

VIG Countries

Countryi% of market value
North America99.35%
Europe Developed0.65%

Returns Calculator

Investment ofper month
gives returns of :
at 9.69% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 9.69% per annum
$
$
$+ 9.69

VIG Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol VIG
Exchange ARCX
ISIN US9219088443
Cat. Benchmark S&P 500 TR USD
Asset class Equity
Category Large Blend
Country US

VIG Portfolio Data & Volatility Analysis

Net Expense Ratio 0.06i
Beta 0.85i
Valuations Rates Portfolio PE 20.82734i
3 Year Standard Deviation 16.34i

Fund Strategy

Vanguard Dividend Appreciation ETF tracks the NASDAQ US Dividend Achievers Select Index, that measures the investment return of common stocks of companies that have a record of increasing dividends over time. The ETF holds mid and large-cap U.S. stocks. Its investments are focused on U.S. common stocks that have a history of increasing dividends for ten consecutive years, but exclude REITs.

VIG Fact Sheets & Reports

Vanguard Dividend ETF | VIG