Discover a comparison of VDIGX vs. VO to determine which is best for you! Use the table below to compare their key characteristics.
Last Updated: 1/15/2024
VDIGX vs. VO Key Characteristics
|1-Year Annual Return
|5-Year Annual Return
|Number of Holdings
Overview of VDIGX
The Vanguard Dividend Growth Fund, denoted by the ticker symbol VDIGX, is a mutual fund managed by Vanguard. This fund is designed to provide investors with a focus on dividend growth rather than high dividend yield. VDIGX primarily invests in high-quality companies that have the potential to grow their dividends over time, which may include large-cap and mid-cap stocks across various sectors. The objective of VDIGX is to seek income growth and moderate capital appreciation.
Overview of VO
The Vanguard Mid-Cap ETF, trading under the ticker symbol VO, is an exchange-traded fund managed by Vanguard. This ETF is designed to track the performance of the CRSP US Mid Cap Index, which represents mid-sized U.S. companies across various industries. Mid-cap companies, typically characterized by market capitalizations that fall between $2 to $10b, offer a balance between the growth potential of smaller companies and the stability of larger, established firms.
Performance Comparison of VDIGX vs. VO
As of 1/15/2024, VDIGX has a one year annualized return of 8.10%, while VO has a five year annualized return of 15.99%.
VDIGX vs. VO Dividend Yield
Both VDIGX and VO pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price.
As of 1/15/2024 the dividend yield of VDIGX is 1.56%, while the dividend yield of VO is 1.57%.
VDIGX vs. VO Expense Ratios
As of 1/15/2024 VDIGX has an expense ratio of 0.30%, while VO has an expense ratio of 0.04%.
VDIGX vs. VO Holdings
As of 1/15/2024 VDIGX holds 42 securities, while VO holds 338.
Mutual Funds vs. ETFs
Some of the advantages and disadvantages of mutual funds vs ETFs are:
- Mutual funds may require a larger minimum investment.
VDIGX vs. VO – Bottom Line
Ultimately, both VDIGX and VO are solid investment choices. The choice between the two ultimately depends on the exposure you want and the amount of risk you are willing to take.
Comparing ETFs With TradingView
You can simply sign up for a free TradingView account and type the stock ticker you want to compare.
Next, click the plus sign next to the ticker at the top left of the chart to add symbols to compare.
Finally, ensure you click the ‘ADJ’ at the bottom to adjust the returns for dividends!
The Best Brokers For Investing
Whether you want to invest in VDIGX or VO, you will need to sign up with a reputable brokerage account. There are many options available, but here are our top picks for investors:
Robinhood is a popular choice for investors who want a modern and simple way to invest in the stock market. Benefits of investing on Robinhood include:
- Auto invest daily, weekly, or monthly into your favorite ETFs
- Invest as little as $1 a day with fractional shares and auto-deposit
- Fun and simple app to track your investments
- Commission-free stock and option trading
- You can usually get a free stock when you use my Robinhood referral code
tastytrade is an excellent brokerage for both investors and active traders. tastytrade offers some of the best commissions around for options and futures trading, plus stock trading is free. Benefits of investing using tastytrade include:
- Invest as little as $1 with fractional shares
- Commission-free stock trading
- Competitive options and futures trading prices
Consider using my referral link to sign up for tastytrade, and you may receive some type of bonus.
Schwab recently acquired TD Ameritrade along with the thinkorswim platform, making it an excellent brokerage for investors and active traders. thinkorswim is an amazing trading platform, and Schwab is a well-known financial institution perfect for investing. Benefits of using Schwab include:
- Access the thinkorswim trading platform
- Commission-free stock trading
- Fractional share availability
Disclousure: This post contains affiliate or referral links to TradingView, Robinhood, and tastytrade I may be compensated for you if use them.
The Best Investing Books
As you continue researching VDIGX and VO, you will learn there is no “perfect” investment. However, knowledge is power, and you can learn more about investing by reading books written by the best investors who ever lived. Here are some excellent investing books you should check out to help guide you through your investment journey:
- The Best Mark Minervini Books
- The Best Warren Buffett Books
- The Best Benjamin Graham Books
- The Best Books on Trading Psychology
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