EDV vs VIG

EDV vs VIG
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Quick Verdict

VIG has a lower expense ratio. VIG delivered stronger 1-year returns. VIG offers more diversification with 335 holdings.

Lower Fees: VIGHigher Returns: VIGMore Diversified: VIG

Side-by-Side Comparison

MetricEDVVIGWinner
Expense Ratio0.05%0.04%
AUM$3.4B$111.4B
Dividend Yield5.42%1.49%
Holdings163335
YTD Return-4.05%+11.09%
1Y Return-2.50%+16.76%
3Y Return (annualized)-4.48%+16.24%
5Y Return (annualized)-12.62%+10.40%
Volatility (annualized)21.9%13.3%
Max Drawdown-62.0%-48.2%
Fund FamilyVanguard (US)Vanguard (US)
CategoryFixed IncomeEquity
InceptionDec 6, 2007Apr 21, 2006

EDV vs VIG Performance

Vanguard Extended Duration Treasury ETF (EDV) is a ETF from Vanguard (US) and Vanguard Dividend Appreciation ETF (VIG) is a ETF from Vanguard (US). Over the past year EDV returned -2.50% while VIG returned +16.76%. Year to date, EDV is down 4.05% versus a gain of 11.09% for VIG.

Over three years, EDV compounded at -4.48% per year against +16.24% for VIG; over five years the annualized figures are -12.62% and +10.40% respectively. Across the full 19-year window we track, VIG has the edge at +8.61% annualized vs -1.39%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

EDV has been the more volatile fund, with annualized monthly volatility of 21.9% compared with 13.3% 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 -48.2% for VIG. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at -0.04. They move independently enough that combining them can meaningfully diversify a portfolio.

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 1.49% for VIG.

Holdings Overlap

0.0%overlap

EDV and VIG share 0 holdings out of 407 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

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. On a $10,000 investment, that is $1 per year of difference.

Which performed better, EDV or VIG?

Over the past year EDV returned -2.50% vs +16.76% for VIG, so VIG leads on 1-year performance. Over the longest common window we track (19 years), EDV annualized -1.39% vs +8.61% for VIG. Past performance does not guarantee future results.

Which is riskier, EDV or VIG?

EDV has been the more volatile fund at 21.9% annualized versus 13.3% for VIG. Worst drawdown: EDV -62.0% vs VIG -48.2%.

Should I hold both EDV and VIG?

EDV and VIG have a monthly-return correlation of -0.04, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between EDV and VIG?

EDV and VIG share 0 common holdings with a 0.0% weight overlap. Combined, they hold 407 unique securities.

Which pays a higher dividend, EDV or VIG?

EDV yields 5.42% while VIG yields 1.49%, so EDV currently pays the higher dividend yield.

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