VIG vs VV

Quick Verdict

VV has a lower expense ratio. VV delivered stronger 1-year returns. VV offers more diversification with 431 holdings.

Lower Fees: VVHigher Returns: VVMore Diversified: VV

Side-by-Side Comparison

MetricVIGVVWinner
Expense Ratio0.04%0.03%
AUM$110.2B$52.5B
Dividend Yield1.79%1.25%
Holdings335446
YTD Return+12.26%+13.23%
1Y Return+20.77%+22.17%
3Y Return (annualized)+16.59%+21.70%
5Y Return (annualized)+10.76%+12.84%
Volatility (annualized)13.3%14.8%
Max Drawdown-48.2%-56.0%
Fund FamilyVanguard (US)Vanguard (US)
CategoryEquityEquity
InceptionApr 21, 2006Jan 27, 2004

VIG vs VV Performance

Vanguard Dividend Appreciation ETF (VIG) is a ETF from Vanguard (US) and Vanguard Large-Cap ETF (VV) is a ETF from Vanguard (US). Over the past year VIG returned +20.77% while VV returned +22.17%. Year to date, VIG is up 12.26% versus a gain of 13.23% for VV.

Over three years, VIG compounded at +16.59% per year against +21.70% for VV; over five years the annualized figures are +10.76% and +12.84% respectively. Across the full 20-year window we track, VV has the edge at +9.51% annualized vs +8.69%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

VV has been the more volatile fund, with annualized monthly volatility of 14.8% 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 -56.0% for VV. 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 0.96. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

VIG charges 0.04% per year while VV charges 0.03%. On a $10,000 position that is $4 vs $3 annually, a gap of $1 per year that compounds over a long holding period. On income, VIG currently yields 1.79% against 1.25% for VV.

Holdings Overlap

39.9%overlap

VIG and VV share 147 holdings out of 615 unique holdings combined, representing a 39.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in VIGWeight in VVDifference
AAPL4.22%6.72%2.50%
MSFT3.53%4.38%0.85%
AVGO4.55%2.83%1.72%
LLYProProPro
JPM:USProProPro
JNJProProPro
XOMProProPro
LRCXProProPro
VProProPro
WMTProProPro
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Frequently Asked Questions

Which is cheaper, VIG or VV?

VIG has an expense ratio of 0.04% while VV charges 0.03%. VV is the cheaper option. On a $10,000 investment, that is $1 per year of difference.

Which performed better, VIG or VV?

Over the past year VIG returned +20.77% vs +22.17% for VV, so VV leads on 1-year performance. Over the longest common window we track (20 years), VIG annualized +8.69% vs +9.51% for VV. Past performance does not guarantee future results.

Which is riskier, VIG or VV?

VV has been the more volatile fund at 14.8% annualized versus 13.3% for VIG. Worst drawdown: VIG -48.2% vs VV -56.0%.

Should I hold both VIG and VV?

VIG and VV have a monthly-return correlation of 0.96, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between VIG and VV?

VIG and VV share 147 common holdings with a 39.9% weight overlap. Combined, they hold 615 unique securities.

Which pays a higher dividend, VIG or VV?

VIG yields 1.79% while VV yields 1.25%, so VIG currently pays the higher dividend yield.

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