VIG vs VONG

Quick Verdict

VIG has a lower expense ratio. VIG delivered stronger 1-year returns. VONG offers more diversification with 386 holdings.

Lower Fees: VIGHigher Returns: VIGMore Diversified: VONG

Side-by-Side Comparison

MetricVIGVONGWinner
Expense Ratio0.04%0.06%
AUM$110.2B$44.9B
Dividend Yield1.79%0.54%
Holdings335390
YTD Return+12.51%+5.76%
1Y Return+19.91%+11.11%
3Y Return (annualized)+16.66%+22.46%
5Y Return (annualized)+10.81%+12.75%
Volatility (annualized)13.3%15.9%
Max Drawdown-48.2%-32.7%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 21, 2006Sep 20, 2010

VIG vs VONG Performance

Vanguard Dividend Appreciation ETF (VIG) is a ETF from Vanguard (US) and Vanguard Russell 1000 Growth ETF (VONG) is a ETF from Vanguard (US). Over the past year VIG returned +19.91% while VONG returned +11.11%. Year to date, VIG is up 12.51% versus a gain of 5.76% for VONG.

Over three years, VIG compounded at +16.66% per year against +22.46% for VONG; over five years the annualized figures are +10.81% and +12.75% respectively. Across the full 16-year window we track, VONG has the edge at +15.78% annualized vs +8.70%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VONG has been the more volatile fund, with annualized monthly volatility of 15.9% 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 -48.2% for VIG and -32.7% for VONG. 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 0.86. They usually move together, but the gap leaves some room for diversification.

Fees and Cost Over Time

VIG charges 0.04% per year while VONG charges 0.06%. On a $10,000 position that is $4 vs $6 annually, a gap of $2 per year that compounds over a long holding period. On income, VIG currently yields 1.79% against 0.54% for VONG.

Holdings Overlap

30.7%overlap

VIG and VONG share 79 holdings out of 638 unique holdings combined, representing a 30.7% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VIGWeight in VONGDifference
AAPL4.22%11.11%6.89%
MSFT3.53%8.68%5.15%
AVGO4.55%5.77%1.22%
LLYProProPro
VProProPro
LRCXProProPro
COSTProProPro
ABBVProProPro
MAProProPro
KLACProProPro
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Frequently Asked Questions

Which is cheaper, VIG or VONG?

VIG has an expense ratio of 0.04% while VONG charges 0.06%. VIG is the cheaper option. On a $10,000 investment, that is $2 per year of difference.

Which performed better, VIG or VONG?

Over the past year VIG returned +19.91% vs +11.11% for VONG, so VIG leads on 1-year performance. Over the longest common window we track (16 years), VIG annualized +8.70% vs +15.78% for VONG. Past performance does not guarantee future results.

Which is riskier, VIG or VONG?

VONG has been the more volatile fund at 15.9% annualized versus 13.3% for VIG. Worst drawdown: VIG -48.2% vs VONG -32.7%.

Should I hold both VIG and VONG?

VIG and VONG have a monthly-return correlation of 0.86, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VIG and VONG?

VIG and VONG share 79 common holdings with a 30.7% weight overlap. Combined, they hold 638 unique securities.

Which pays a higher dividend, VIG or VONG?

VIG yields 1.79% while VONG yields 0.54%, so VIG currently pays the higher dividend yield.

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