VDIG vs SAEF

Comparison between VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF ETF SHARES (VDIG, ETF) and SCHWAB ARIEL ESG ETF (SAEF, ETF).

VDIG vs SAEF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDIG(ETF)	SAEF(ETF)
Net Assets	$25M	$25M
Expense Ratio	0.40%	0.59%
Max Drawdown	11.20%	28.37%
Sharpe Ratio	0.49	1.03
5Y Beta	0.70	1.03
P/E Ratio	26.10	29.98
Forward P/E	22.17	15.82
PEG Ratio	0.84	N/A
5Y EPS CAGR	15.55%	8.43%
Debt to Equity	-23.05%	103.91%
P/S Ratio	3.56	1.56
P/B Ratio	6.13	2.72

Net Assets

VDIG

$25M

SAEF

$25M

Expense Ratio

Winner

VDIG

0.40%

SAEF

0.59%

Max Drawdown

Winner

VDIG

11.20%

SAEF

28.37%

Sharpe Ratio

VDIG

0.49

Winner

SAEF

1.03

5Y Beta

Winner

VDIG

0.70

SAEF

1.03

P/E Ratio

Winner

VDIG

26.10

SAEF

29.98

Forward P/E

VDIG

22.17

Winner

SAEF

15.82

PEG Ratio

VDIG

0.84

SAEF

N/A

5Y EPS CAGR

Winner

VDIG

15.55%

SAEF

8.43%

Debt to Equity

Winner

VDIG

-23.05%

SAEF

103.91%

P/S Ratio

VDIG

3.56

Winner

SAEF

1.56

P/B Ratio

VDIG

6.13

Winner

SAEF

2.72

VDIG vs SAEF - Holdings Comparison

VDIG and SAEF have 1 common holdings. Overlap is 0.00%

VDIG's top 25 holdings weight is 85.71%. SAEF's top 25 holdings weight is 64.40%.

Rank	VDIG	SAEF
#1	BROADCOM INC (AVGO) - 5.67%	ONESPAWORLD HOLDINGS LTD (OSW) - 5.60%
#2	MICROSOFT CORP (MSFT) - 5.12%	THE BRINK'S CO (BCO) - 3.93%
#3	ELI LILLY AND CO (LLY) - 4.78%	LINDBLAD EXPEDITIONS HOLDINGS INC (LIND) - 3.55%
#4	MASTERCARD INC CLASS A (MA) - 4.36%	NORWEGIAN CRUISE LINE HOLDINGS LTD (NCLH) - 3.40%
#5	LINDE PLC (LIN) - 4.32%	JONES LANG LASALLE INC (JLL) - 3.26%
#6	NORTHROP GRUMMAN CORP (NOC) - 4.10%	SPHERE ENTERTAINMENT CO ORDINARY SHARES CLASS A (SPHR) - 3.18%
#7	HONEYWELL INTERNATIONAL INC (HON) - 4.06%	GENERAC HOLDINGS INC (GNRC) - 2.84%
#8	TEXAS INSTRUMENTS INC (TXN) - 3.66%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 2.83%
#9	TJX COMPANIES INC (TJX) - 3.60%	NORTHERN TRUST CORP (NTRS) - 2.80%
#10	THE HOME DEPOT INC (HD) - 3.30%	NVENT ELECTRIC PLC (NVT) - 2.73%
#11	VISA INC CLASS A (V) - 3.26%	FIRST AMERICAN FINANCIAL CORP (FAF) - 2.64%
#12	WELLS FARGO & CO (WFC) - 3.26%	RESIDEO TECHNOLOGIES INC (REZI) - 2.59%
#13	CHUBB LTD (CB) - 3.24%	PRESTIGE CONSUMER HEALTHCARE INC (PBH) - 2.28%
#14	PROCTER & GAMBLE CO (PG) - 3.19%	COVISTA INC (CVSA) - 2.20%
#15	S&P GLOBAL INC (SPGI) - 3.16%	KNOWLES CORP (KN) - 2.10%
#16	STRYKER CORP (SYK) - 3.12%	ROYAL CARIBBEAN GROUP (RCL) - 2.08%
#17	APPLE INC (AAPL) - 3.08%	LITTELFUSE INC (LFUS) - 1.94%
#18	DANAHER CORP (DHR) - 3.05%	CHARLES RIVER LABORATORIES INTERNATIONAL INC (CRL) - 1.90%
#19	COCA-COLA CO (KO) - 2.80%	MADISON SQUARE GARDEN SPORTS CORP CLASS A (MSGS) - 1.87%
#20	MARSH (MRSH) - 2.68%	MADISON SQUARE GARDEN ENTERTAINMENT CORP (MSGE) - 1.85%
#21	BLACKROCK INC (BLK) - 2.58%	WEX INC (WEX) - 1.83%
#22	NIKE INC CLASS B (NKE) - 2.45%	THE MIDDLEBY CORP (MIDD) - 1.82%
#23	AMERICAN EXPRESS CO (AXP) - 2.39%	FISERV INC (FISV) - 1.78%
#24	MCDONALD'S CORP (MCD) - 2.27%	ENVISTA HOLDINGS CORP ORDINARY SHARES (NVST) - 1.77%
#25	ALPHABET INC CLASS A (GOOGL) - 2.21%	THE CARLYLE GROUP INC (CG) - 1.63%
Total Holdings	36	59

VDIG vs SAEF - Historical Returns

Returns include dividend reinvestment.

Period	VDIG	SAEF
1 month	+2.94%	+4.82%
3 months	+6.62%	+13.17%
6 months	+0.93%	+11.62%
1 year	N/A	+24.52%
5 years(CAGR)	N/A	+5.10%
Max(CAGR)	+8.94%	+5.10%

VDIG

+2.94%

Winner

SAEF

+4.82%

VDIG

+6.62%

Winner

SAEF

+13.17%

VDIG

+0.93%

Winner

SAEF

+11.62%

VDIG

N/A

SAEF

+24.52%

5Y(CAGR)

VDIG

N/A

SAEF

+5.10%

Max(CAGR)

Winner

VDIG

+8.94%

SAEF

+5.10%

VDIG vs SAEF - Annual Returns (2021 - 2026)

Returns include dividend reinvestment.

Year	VDIG	SAEF
2026	+1.57%	+11.78%
2025	+3.68%	+2.73%
2024	N/A	+16.80%
2023	N/A	+17.29%
2022	N/A	-18.64%
2021	N/A	-2.35%

VDIG vs SAEF Drawdown Comparison

The maximum drawdown for VDIG was -11.20%, occurring on Mar 27, 2026. This drawdown has not yet recovered.

The maximum drawdown for SAEF was -28.05%, occurring on Sep 30, 2022. Recovery took 665 trading sessions.

The current VDIG drawdown is -0.86%.

Rank	VDIG	SAEF
#1	-11.20% Jan 9, 2026 - Mar 27, 2026	-28.05% Nov 16, 2021 - Jul 12, 2024
#2	-1.36% Dec 24, 2025 - Jan 6, 2026	-27.40% Nov 25, 2024 - Jan 15, 2026
#3	-1.35% Nov 28, 2025 - Dec 11, 2025	-12.63% Feb 26, 2026 - Jun 11, 2026
#4	-1.16% Dec 11, 2025 - Dec 24, 2025	-8.01% Jul 31, 2024 - Aug 23, 2024
#5	-0.62% Nov 19, 2025 - Nov 21, 2025	-4.56% Aug 30, 2024 - Sep 19, 2024
#6	-0.49% Jan 6, 2026 - Jan 8, 2026	-3.80% Nov 11, 2024 - Nov 25, 2024
#7	N/A	-3.48% Feb 10, 2026 - Feb 26, 2026
#8	N/A	-2.92% Jul 16, 2024 - Jul 31, 2024
#9	N/A	-2.77% Jan 15, 2026 - Feb 6, 2026
#10	N/A	-2.65% Oct 17, 2024 - Nov 5, 2024
#11	N/A	-2.63% Sep 19, 2024 - Oct 11, 2024
#12	N/A	-0.49% Nov 6, 2024 - Nov 8, 2024
#13	N/A	-0.30% Aug 27, 2024 - Aug 30, 2024