VIG vs AGG
Comparison between VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES (VIG, ETF) and ISHARES CORE U.S. AGGREGATE BOND ETF (AGG, ETF).
5-Year PerformanceVIG has outperformed AGG, delivering a return of +11.0% compared to +0.1%
VIG vs AGG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VIG
$128B
Winner
AGG
$137B
Expense Ratio
VIG
0.04%
Winner
AGG
0.03%
Max Drawdown
VIG
48.20%
Winner
AGG
23.37%
Sharpe Ratio
Winner
VIG
1.46
AGG
0.20
5Y Beta
VIG
0.73
Winner
AGG
0.04
P/E Ratio
VIG
27.10
AGG
N/A
Forward P/E
VIG
21.20
AGG
N/A
5Y Dividends CAGR
Winner
VIG
13.46%
AGG
11.58%
5Y EPS CAGR
VIG
14.09%
AGG
N/A
Debt to Equity
VIG
82.14%
AGG
N/A
P/S Ratio
VIG
2.81
AGG
N/A
P/B Ratio
VIG
5.43
AGG
N/A
VIG vs AGG - Historical Returns
Returns include dividend reinvestment.
1M
VIG
+0.48%
Winner
AGG
+0.61%
3M
Winner
VIG
+9.40%
AGG
+0.69%
6M
Winner
VIG
+6.28%
AGG
+0.55%
1Y
Winner
VIG
+18.42%
AGG
+4.33%
5Y(CAGR)
Winner
VIG
+10.96%
AGG
+0.08%
10Y(CAGR)
Winner
VIG
+13.01%
AGG
+1.59%
Max(CAGR)
Winner
VIG
+10.10%
AGG
+3.07%
VIG vs AGG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | VIG | AGG |
|---|---|---|
| 2026 | +6.59% | +0.50% |
| 2025 | +14.71% | +7.18% |
| 2024 | +17.22% | +1.79% |
| 2023 | +14.55% | +5.03% |
| 2022 | -9.52% | -12.43% |
| 2021 | +25.45% | -1.64% |
| 2020 | +14.77% | +7.18% |
| 2019 | +30.46% | +8.37% |
| 2018 | -2.42% | +0.24% |
| 2017 | +21.81% | +3.45% |
| 2016 | +13.49% | +2.45% |
| 2015 | -1.78% | +0.20% |
| 2014 | +11.06% | +5.93% |
| 2013 | +26.20% | -1.86% |
| 2012 | +10.41% | +3.96% |
| 2011 | +5.46% | +7.81% |
| 2010 | +13.31% | +6.24% |
| 2009 | +16.47% | +3.62% |
| 2008 | -25.49% | +7.39% |
| 2007 | +5.32% | +6.37% |
| 2006 | +8.59% | +3.84% |
| 2005 | N/A | +2.26% |
| 2004 | N/A | +4.38% |
| 2003 | N/A | +0.62% |
VIG vs AGG Drawdown Comparison
The maximum drawdown for VIG was -46.80%, occurring on Mar 9, 2009. Recovery took 846 trading sessions.
The maximum drawdown for AGG was -18.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.
The current VIG drawdown is -1.13%. The current AGG drawdown is -1.94%.
| Rank | VIG | AGG |
|---|---|---|
| #1 | -46.80% Oct 9, 2007 - Feb 16, 2011 | -18.44% Aug 4, 2020 - Oct 20, 2022 |
| #2 | -31.72% Feb 14, 2020 - Aug 26, 2020 | -12.83% Sep 9, 2008 - Dec 15, 2008 |
| #3 | -20.40% Jan 4, 2022 - Dec 11, 2023 | -9.58% Mar 6, 2020 - May 21, 2020 |
| #4 | -17.27% Sep 21, 2018 - Apr 5, 2019 | -5.14% May 2, 2013 - May 14, 2014 |
| #5 | -16.95% Jul 7, 2011 - Feb 3, 2012 | -4.65% Mar 24, 2004 - Sep 14, 2004 |
| #6 | -14.95% Feb 19, 2025 - Jun 30, 2025 | -4.50% Jul 8, 2016 - Aug 31, 2017 |
| #7 | -12.14% Mar 2, 2015 - Mar 29, 2016 | -4.28% Jan 5, 2009 - Aug 13, 2009 |
| #8 | -9.77% Jan 26, 2018 - Aug 17, 2018 | -3.52% Nov 4, 2010 - May 9, 2011 |
| #9 | -7.90% Feb 9, 2026 - May 5, 2026 | -3.52% Sep 7, 2017 - Jan 3, 2019 |
| #10 | -7.90% Jul 19, 2007 - Oct 1, 2007 | -3.00% Mar 20, 2008 - Sep 8, 2008 |
| #11 | -7.60% Apr 2, 2012 - Aug 7, 2012 | -2.92% Jan 30, 2015 - Feb 8, 2016 |
| #12 | -7.20% Dec 31, 2013 - Mar 4, 2014 | -2.54% May 7, 2007 - Aug 17, 2007 |
| #13 | -6.53% Oct 12, 2020 - Nov 9, 2020 | -2.49% Feb 9, 2005 - May 18, 2005 |
| #14 | -6.26% Sep 2, 2020 - Oct 9, 2020 | -2.44% Sep 1, 2005 - Jan 18, 2006 |
| #15 | -5.99% Apr 29, 2011 - Jul 7, 2011 | -2.37% Jan 18, 2006 - Aug 4, 2006 |
Correlation
Correlation between VIG and AGG is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2003 - 2026)
VIG vs AGG dividend yield comparison.
| Year | VIG | AGG |
|---|---|---|
| 2026 | 0.36% | 1.66% |
| 2025 | 1.62% | 3.89% |
| 2024 | 1.73% | 3.74% |
| 2023 | 1.88% | 3.13% |
| 2022 | 1.96% | 2.39% |
| 2021 | 1.55% | 1.77% |
| 2020 | 1.63% | 2.14% |
| 2019 | 1.71% | 2.70% |
| 2018 | 2.08% | 2.72% |
| 2017 | 1.88% | 2.32% |
| 2016 | 2.14% | 2.39% |
| 2015 | 2.34% | 2.45% |
| 2014 | 1.95% | 2.40% |
| 2013 | 1.84% | 2.32% |
| 2012 | 2.37% | 2.95% |
| 2011 | 2.14% | 3.17% |
| 2010 | 1.99% | 3.73% |
| 2009 | 2.09% | 3.89% |
| 2008 | 2.56% | 4.49% |
| 2007 | 1.56% | 4.86% |
| 2006 | 0.98% | 4.69% |
| 2005 | 0.00% | 4.06% |
| 2004 | 0.00% | 3.45% |
| 2003 | 0.00% | 0.90% |
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