VDIGX vs VTILX

Quick Verdict

VTILX has a lower expense ratio. VTILX delivered stronger 1-year returns. VTILX offers more diversification with 1459 holdings.

Lower Fees: VTILXHigher Returns: VTILXMore Diversified: VTILX

Side-by-Side Comparison

MetricVDIGXVTILXWinner
Expense Ratio0.22%0.07%
AUM$36.4B$142.6B
Dividend Yield1.87%4.12%
Holdings557,391
YTD Return-0.30%-1.04%
1Y Return-9.13%-3.09%
3Y Return (annualized)-3.20%-0.32%
5Y Return (annualized)-3.00%-
Volatility (annualized)16.1%6.0%
Max Drawdown-32.6%-15.3%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityFixed Income
InceptionMay 15, 1992Feb 17, 2021

VDIGX vs VTILX Performance

Vanguard Dividend Growth Fund Investor Class (VDIGX) is a mutual fund from Vanguard (US) and Vanguard Total International Bond II Index Fund Class Institutional (VTILX) is a mutual fund from Vanguard (US). Over the past year VDIGX returned -9.13% while VTILX returned -3.09%. Year to date, VDIGX is down 0.30% versus a loss of 1.04% for VTILX.

Over three years, VDIGX compounded at -3.20% per year against -0.32% for VTILX. Across the full 5-year window we track, VTILX has the edge at -2.84% annualized vs -3.00%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VDIGX has been the more volatile fund, with annualized monthly volatility of 16.1% compared with 6.0% for VTILX. 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 -32.6% for VDIGX and -15.3% for VTILX. 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 0.64. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VDIGX charges 0.22% per year while VTILX charges 0.07%. On a $10,000 position that is $22 vs $7 annually, a gap of $15 per year that compounds over a long holding period. On income, VDIGX currently yields 1.87% against 4.12% for VTILX.

Holdings Overlap

0.0%overlap

VDIGX and VTILX share 5 holdings out of 1501 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VDIGXWeight in VTILXDifference
MSFT4.71%0.00%4.71%
AAPL3.25%0.00%3.25%
MCD2.33%0.01%2.32%
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Frequently Asked Questions

Which is cheaper, VDIGX or VTILX?

VDIGX has an expense ratio of 0.22% while VTILX charges 0.07%. VTILX is the cheaper option. On a $10,000 investment, that is $15 per year of difference.

Which performed better, VDIGX or VTILX?

Over the past year VDIGX returned -9.13% vs -3.09% for VTILX, so VTILX leads on 1-year performance. Over the longest common window we track (5 years), VDIGX annualized -3.00% vs -2.84% for VTILX. Past performance does not guarantee future results.

Which is riskier, VDIGX or VTILX?

VDIGX has been the more volatile fund at 16.1% annualized versus 6.0% for VTILX. Worst drawdown: VDIGX -32.6% vs VTILX -15.3%.

Should I hold both VDIGX and VTILX?

VDIGX and VTILX have a monthly-return correlation of 0.64, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VDIGX and VTILX?

VDIGX and VTILX share 5 common holdings with a 0.0% weight overlap. Combined, they hold 1501 unique securities.

Which pays a higher dividend, VDIGX or VTILX?

VDIGX yields 1.87% while VTILX yields 4.12%, so VTILX currently pays the higher dividend yield.

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