Vanguard Dividend Appreciation Index Fund (VIG)

Key Metrics

TER 4.00% per year

Distribution policy Distributing

Fund size USD 121,580 M

Inception date April 21, 2006

Holdings 348

Fund currency USD

Fund domicile US

Provider Vanguard

For full official fund details, factsheets, and holdings, visit investor.vanguard.com (opens in new tab).

Historical Return

Last updated: Jun 01, 2026

1 Year +18.0% +1.5% Div

3 Years (avg.) +14.9% +1.5% Div

5 Years (avg.) +8.7% +1.5% Div

Risk & Analysis Metrics

Last updated: Jun 01, 2026

Volatility

9.48% 1 Year

11.90% 3 Years

13.97% 5 Years

15.91% 10 Years

Max Drawdown

-8.27% 1 Year

-15.36% 3 Years

-21.51% 5 Years

-31.72% 10 Years

Sharpe Ratio

1.17 1 Year

0.82 3 Years

0.34 5 Years

0.46 10 Years

Return Triangle (Heatmap)

Last updated: Jun 01, 2026

	2011	2012	2013	2014	2015	2016	2017	2018	2019	2020	2021	2022	2023	2024	2025
2011	3.2%	5.5%	11.2%	10.6%	7.5%	8.1%	9.6%	7.8%	9.9%	10.1%	11.3%	9.2%	9.4%	9.8%	10.0%
2012		7.8%	15.5%	13.2%	8.6%	9.1%	10.8%	8.5%	10.7%	11.0%	12.1%	9.8%	10.0%	10.4%	10.5%
2013			23.7%	16.0%	8.9%	9.4%	11.4%	8.6%	11.2%	11.4%	12.6%	10.0%	10.2%	10.6%	10.7%
2014				8.8%	2.2%	5.1%	8.5%	5.8%	9.2%	9.7%	11.3%	8.5%	8.9%	9.5%	9.7%
2015					-4.0%	3.2%	8.4%	5.0%	9.3%	9.8%	11.7%	8.5%	8.9%	9.5%	9.8%
2016						11.0%	15.1%	8.2%	12.9%	12.8%	14.5%	10.4%	10.6%	11.1%	11.3%
2017							19.4%	6.9%	13.5%	13.3%	15.2%	10.3%	10.6%	11.2%	11.3%
2018								-4.3%	10.7%	11.3%	14.2%	8.6%	9.2%	10.0%	10.4%
2019									28.1%	20.1%	21.2%	12.1%	12.1%	12.6%	12.6%
2020										12.6%	17.9%	7.2%	8.4%	9.8%	10.3%
2021											23.3%	4.6%	7.1%	9.0%	9.8%
2022												-11.3%	-0.2%	4.7%	6.6%
2023													12.3%	13.7%	13.4%
2024														15.1%	14.0%
2025															12.8%

Distributions

*by ETF Portfolio Weight Last updated: Jun 01, 2026

Profit Margin Distribution

< 0%

1y 3y N/A N/A

0 - 5%

10%

1y 3y N/A N/A

5 - 10%

13%

1y 3y N/A N/A

10 - 15%

14%

1y 3y N/A N/A

15 - 20%

10%

1y 3y N/A N/A

20 - 30%

28%

1y 3y N/A N/A

30 - 40%

19%

1y 3y N/A N/A

> 40%

1y 3y N/A N/A

P/E Ratio Distribution

< 0

1y 3y N/A N/A

0 - 10

1y 3y N/A N/A

10 - 15

1y 3y N/A N/A

15 - 20

1y 3y N/A N/A

20 - 25

18%

1y 3y N/A N/A

25 - 35

27%

1y 3y N/A N/A

35 - 50

22%

1y 3y N/A N/A

> 50

14%

1y 3y N/A N/A

Discounted Cash Flow

Weighted Average Undervaluation

N/A

Undervalued

> 60%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

15 - 30%

1y 3y N/A N/A

Fair (±15%)

1y 3y N/A N/A

Overvalued

15 - 30%

1y 3y N/A N/A

30 - 45%

1y 3y N/A N/A

45 - 60%

1y 3y N/A N/A

> 60%

1y 3y N/A N/A

Market Cap Size Distribution

Micro Cap

0.0%

1y 3y N/A N/A

Small Cap

0.2%

1y 3y N/A N/A

Mid Cap

2.5%

1y 3y N/A N/A

Large Cap

36.2%

1y 3y N/A N/A

Mega Cap

61.1%

1y 3y N/A N/A

Micro: < $300M Small: $300M–$2B Mid: $2B–$10B Large: $10B–$200B Mega: > $200B

Average metrics of all companies in portfolio

Last updated: May 31, 2026

Market
Average

Market Cap The market value of the company. It's calculated by multiplying the share price by the number of outstanding shares.	$756B	-
Dividend Yield Yearly payout to shareholders per share. The percentage indicates the payout in relation to the share price.	1.59%	2.02%
Beta Indicates the relationship between the price performance of a share and the market.	0.84	-
P/E Ratio Ratio between share price and earnings per share. A low ratio could indicate that the stock is undervalued or investors aren't expecting high growth. A high ratio could indicate that the stock is overvalued or investors are expecting high growth.	34.8	29.69
Negative P/E Ratio a negative P/E ratio shows that the company is not profitable, and it shows how many years it would take the company to lose its entire market capitalisation if it did not change anything	-89.28	-
Profitable Companies	99%	-
PEG The ratio between the P/E ratio and the growth rate of the company's earnings per share in the last twelve months. A lower PEG could mean that a stock is undervalued.	30.87	17.06
Price to Sales Ratio Market cap divided by the revenue in the most recent year.	6.27	7.44
Price to Book Ratio Price to Book Ratio is the Market cap divided by the Book value of the company	17.98	11.28

Market
Average

Enterprise Value to EBIT Enterprise Value divided by EBIT	28.91	21.27
Enterprise Value to Revenue Enterprise value divided by revenue	8.46	8.71
Total Debt to Enterprise Value Total debt divided by enterprise value	0.15	0.04
Debt to Equity A higher ratio indicates a higher risk. However, the ratio is difficult to compare between industries where common amounts of debt vary.	0.77	0.27
Profit Margin Net income divided by revenue of the last 4 quarters. It indicates the company's profitability.	21.69%	21.08%
Quarterly Earnings Growth (YoY) The rate at which the company's net income has increased to the same quarter one year ago.	+19.4%	-107.0%
Return on Equity Equity divided by market cap.	38.74%	3.50%
Return on Assets Indicates a company's profitability in relation to its total assets.	11.71%	4.45%
Return on Invested Capital Return on invested capital (ROIC) is net income after dividends divided by the sum of debt and equity. It shows how effective a company is at turning capital invested by shareholders and other debtholders into profits.	21.25%	4.22%

Limit holdings to companies in a single sector.

$0B >$1T

Ratio between share price and earnings per share. A low ratio could indicate undervaluation.

<0 >50

Ratio of dividends in the last 12 months to current share price.

0% 3%

Revenue increase compared to the same quarter one year ago.

0% 30%

Net income increase compared to the same quarter one year ago.

0% 30%

Profitability of the last quarter.

<-30% >30%

A higher ratio indicates a higher risk. The ratio is difficult to compare between industries.

<0 >3

Discounted cash flow valuation vs. current price. Positive = undervalued, negative = overvalued.

<-50% >+100%

Market Cap

P/E Ratio

Total Investment

Weight

Broadcom Inc - 8% PRF CONVERT 30/09/2022 USD 1000 - Ser A

AVGOP - Manufacturing

Market Cap $2.12T

P/E Ratio 84.8

Dividends 0.6%

Total Investment $7.62B

Weight 6.27%

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Apple Inc

AAPL - Manufacturing

Market Cap $4.58T

P/E Ratio 37.5

Dividends 0.3%

Total Investment $4.74B

Weight 3.89%

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Microsoft Corporation

MSFT - Information

Market Cap $3.34T

P/E Ratio 26.7

Dividends 0.8%

Total Investment $4.69B

Weight 3.86%

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Lilly(Eli) & Co

LLY - Manufacturing

Market Cap $1.04T

P/E Ratio 39.1

Dividends 0.6%

Total Investment $4.52B

Weight 3.72%

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JPMorgan Chase & Co.

JPM - Financial Services

Market Cap $802B

P/E Ratio 14.2

Dividends 2.0%

Total Investment $4.43B

Weight 3.64%

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Exxon Mobil Corp.

XOM - Manufacturing

Market Cap $602.39B

P/E Ratio 24.0

Dividends 2.8%

Total Investment $3.31B

Weight 2.72%

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Johnson & Johnson

JNJ - Manufacturing

Market Cap $542.42B

P/E Ratio 26.2

Dividends 2.3%

Total Investment $3.01B

Weight 2.47%

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Walmart Inc

WMT - Retail Trade

Market Cap $922.64B

P/E Ratio 40.0

Dividends 0.8%

Total Investment $2.87B

Weight 2.36%

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Visa Inc - Ordinary Shares - Class A

V - Information

Market Cap $625.58B

P/E Ratio 28.1

Dividends 0.8%

Total Investment $2.78B

Weight 2.29%

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Mastercard Incorporated - Ordinary Shares - Class A

MA - Information

Market Cap $436.47B

P/E Ratio 28.3

Dividends 0.7%

Total Investment $2.44B

Weight 2.01%

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Costco Wholesale Corp

COST - Retail Trade

Market Cap $424.27B

P/E Ratio 48.0

Dividends 0.6%

Total Investment $2.28B

Weight 1.88%

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Abbvie Inc

ABBV - Manufacturing

Market Cap $384.42B

P/E Ratio 106.1

Dividends 3.1%

Total Investment $2.17B

Weight 1.78%

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Home Depot, Inc.

HD - Retail Trade

Market Cap $315.88B

P/E Ratio 22.5

Dividends 2.9%

Total Investment $2.05B

Weight 1.68%

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Procter & Gamble Co.

PG - Manufacturing

Market Cap $334.32B

P/E Ratio 20.8

Dividends 3.0%

Total Investment $1.96B

Weight 1.61%

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Bank Of America Corp.

BAC - Finance and Insurance

Market Cap $366.18B

P/E Ratio 11.8

Dividends 2.1%

Total Investment $1.93B

Weight 1.58%

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Caterpillar Inc.

CAT - Manufacturing

Market Cap $403.46B

P/E Ratio 43.1

Dividends 0.7%

Total Investment $1.71B

Weight 1.40%

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Cisco Systems, Inc.

CSCO - Manufacturing

Market Cap $474.63B

P/E Ratio 39.8

Dividends 1.4%

Total Investment $1.7B

Weight 1.40%

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Lam Research Corp.

LRCX - Manufacturing

Market Cap $397.91B

P/E Ratio 59.3

Dividends 0.3%

Total Investment $1.61B

Weight 1.33%

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Coca-Cola Co

KO - Manufacturing

Market Cap $339.94B

P/E Ratio 24.8

Dividends 2.6%

Total Investment $1.59B

Weight 1.31%

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International Business Machines Corp.

IBM - Professional, Scientific, and Technical Services

Market Cap $279.9B

P/E Ratio 26.0

Dividends 2.3%

Total Investment $1.57B

Weight 1.29%

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United States	94.6%
Ireland	2.4%
Other	1.2%
United Kingdom	1.1%
Switzerland	0.5%
Bermuda	0.1%

Manufacturing	48.2%
Finance and Insurance	11.9%
Information	11.1%
Retail Trade	7.4%
Financial Services	4.7%
Utilities	2.6%
Wholesale Trade	1.9%
Professional, Scientific, and Technical Services	1.7%
Transportation and Warehousing	1.3%
Administrative and Support and Waste Management and Remediation Services	1.1%
Accommodation and Food Services	1.1%
Construction	0.4%
Mining, Quarrying, and Oil and Gas Extraction	0.4%
Public Administration	0.3%
Health Care and Social Assistance	0.1%
Other Services (except Public Administration)	0.1%
Real Estate and Rental and Leasing	0.1%
Finance	0.1%
Arts, Entertainment, and Recreation	0.0%
Educational Services	0.0%
Other	5.3%

Key Metrics

Compare similar ETFs

Historical Return

Risk & Analysis Metrics

Volatility

Max Drawdown

Sharpe Ratio

Return Triangle (Heatmap)

Distributions

Profit Margin Distribution

P/E Ratio Distribution

Discounted Cash Flow

Market Cap Size Distribution

Portfolio Concentration

Latest News

Analysts set Broadcom stock price target

Why Broadcom (AVGO) stock plunged 13% despite earnings beat

Broadcom Q2: Undervalued After The Post-Earnings Selloff (Rating Downgrade)

Average metrics of all companies in portfolio

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