Summary
The Vanguard Dividend Appreciation Index Fund ETF (VIG) tracks the NASDAQ US Dividend Achievers Select Index. It invests in companies who have consistently increased their dividends year over year. It is weighted by market cap, which keeps the turnover and costs low.
Investment Thesis
Dividend growth is a proven investment strategy that earns significant compounding growth with the safety of companies that have been reliable for a long time. VIG passively manages a dividend growth portfolio at a very low expense ratio.
Statistics
Updated June 5, 2018:
- Total Assets: $34.0 billion
- Total Holdings: 188
- Portfolio Turnover: 14%
- Net Expense Ratio: 0.08%
- Distribution Yield: 1.89%
- P/E Ratio: 23.20
- Alpha: 0.82
- Beta: 0.85
Portfolio
Sector Allocation
- Industrials: 28.72%
- Consumer Staples: 15.91%
- Healthcare: 14.92%
- Technology: 12.15%
- Consumer Discretionary: 10.83%
- Financials: 8.95%
- Materials: 5.31%
- Utilities: 3.14%
- Telecommunications: 0.06%
- Energy: 0.00%
- Real Estate: 0.00%
Market Cap Allocation
- Giant: 46.13%
- Large: 38.50%
- Mid: 13.67%
- Small Cap: 1.66%
- Micro Cap: 0.04%
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