EDV vs VIG

EDV vs VIG

Which is better, EDV or VIG?

Long Term Government Bond against Large Cap Blend.

VIG has a lower expense ratio. VIG led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VIGHigher Returns: VIG

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricEDVVIG
Expense Ratio0.05%0.04%Best
AUM$3.8B$111.4B
Dividend Yield5.42%1.48%
Holdings83335
YTD Return-5.68%+8.31%Best
1Y Return-8.12%+11.70%Best
3Y Return (annualized)-3.49%+15.76%Best
5Y Return (annualized)-13.17%+10.72%Best
Volatility (annualized)21.8%13.7%Best
Max Drawdown-62.0%-46.4%Best
$10,000 over 5 years$4,936$16,639Best
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
StyleLong Term Government BondLarge Cap Blend
InceptionDec 6, 2007Apr 21, 2006

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Dec 13, 2007 to Sep 18, 2026 (18.8 years).

EDV vs VIG growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 18.8 years both funds cover.

EDV vs VIG Performance

Vanguard Extended Duration Treasury ETF (EDV) is an ETF from Vanguard (US) and Vanguard Dividend Appreciation ETF (VIG) is an ETF from Vanguard (US). Over the past year EDV returned -8.12% while VIG returned +11.70%. Year to date, EDV is down 5.68% versus a gain of 8.31% for VIG.

Over three years, EDV compounded at -3.49% per year against +15.76% for VIG; over five years the annualized figures are -13.17% and +10.72% respectively. Across the full 19-year window we track, VIG has the edge at +8.48% annualized vs -1.47%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.8% compared with 13.7% for VIG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -62.0% for EDV and -46.4% for VIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at -0.04. They move largely independently of each other.

Fees and Cost Over Time

EDV charges 0.05% per year while VIG charges 0.04%. On a $10,000 position that is $5 vs $4 annually, a gap of $1 per year that compounds over a long holding period. On income, EDV currently yields 5.42% against 1.48% for VIG.

You are not choosing between two funds in isolation.

Whichever of EDV and VIG you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

EDVVIG

Free for up to 10 holdings. No account needed.

Frequently Asked Questions

Which is cheaper, EDV or VIG?

EDV has an expense ratio of 0.05% while VIG charges 0.04%. VIG is the cheaper option, by $1 a year on a $10,000 investment.

Which performed better, EDV or VIG?

Over the past year EDV returned -8.12% vs +11.70% for VIG, so VIG leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.47% vs +8.48% for VIG. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, EDV or VIG?

EDV has been the more volatile fund at 21.8% annualized versus 13.7% for VIG. Worst drawdown: EDV -62.0% vs VIG -46.4%.

Should I hold both EDV and VIG?

EDV and VIG have a monthly-return correlation of -0.04, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, EDV or VIG?

EDV yields 5.42% while VIG yields 1.48%, so EDV currently pays the higher dividend yield.

Is VIG better than EDV?

VIG has a lower expense ratio. VIG led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.