VANGUARD DIVIDEND APPRECIATION INDEX FUND
ETF comparisons / VIG vs VT
VIG vs VT
VANGUARD DIVIDEND APPRECIATION INDEX FUND compared with VANGUARD TOTAL WORLD STOCK INDEX FUND
Do VIG and VT overlap?
VIG and VT overlap by 25.6% by weight, across 297 shared companies.
VANGUARD TOTAL WORLD STOCK INDEX FUND
Price development
Both lines rebased to 0% over their shared dates
Largest shared positions
297 companies held in both funds
| Shared company | VIG | VT |
|---|---|---|
| Apple Inc AAPL | 4.46% | 3.86% |
| Microsoft Corp MSFT | 4.34% | 2.98% |
| BROADCOM INC AVGO | 4.63% | 1.56% |
| JPMorgan Chase & Co JPM | 4.08% | 0.81% |
| ELI LILLY & CO LLY | 3.93% | 0.79% |
| ExxonMobil Holdings Corporation 2670549D | 2.79% | 0.56% |
| JOHNSON & JOHNSON JNJ | 2.67% | 0.53% |
| Visa Inc V | 2.45% | 0.52% |
| WALMART INC. WMT | 2.11% | 0.42% |
| Mastercard Inc MA | 2.00% | 0.40% |
| CISCO SYSTEMS, INC. CSCO | 1.98% | 0.40% |
| AbbVie Inc ABBV | 1.92% | 0.38% |
| Costco Wholesale Corp COST | 1.83% | 0.36% |
| Bank of America Corp BAC | 1.75% | 0.35% |
| UnitedHealth Group Inc UNH | 1.63% | 0.32% |
| Caterpillar Inc CAT | 1.62% | 0.32% |
| LAM RESEARCH CORPORATION LRCX | 1.59% | 0.32% |
| THE COCA-COLA COMPANY KO | 1.47% | 0.29% |
| THE PROCTER & GAMBLE COMPANY PG | 1.46% | 0.29% |
| Home Depot Inc/The HD | 1.43% | 0.28% |
| Merck & Co Inc MRK | 1.39% | 0.28% |
| THE GOLDMAN SACHS GROUP, INC. GS | 1.24% | 0.24% |
| Texas Instruments Inc TXN | 1.09% | 0.22% |
| KLA Corp KLAC | 1.03% | 0.21% |
| MORGAN STANLEY MS | 1.09% | 0.20% |
VIG and VT questions
Based on the holdings compared above
How much do VIG and VT overlap?
VIG and VT overlap by 25.6% by weight, across 297 shared companies.
Which companies do VIG and VT both hold?
The largest companies held in both funds are Apple Inc, Microsoft Corp, BROADCOM INC, JPMorgan Chase & Co, ELI LILLY & CO.
Can I hold both VIG and VT?
Holding both means 25.6% of that part of your portfolio is the same companies counted twice. That can suit you or not depending on your goals; this tool reports the overlap rather than giving advice.
Is VIG or VT cheaper?
VIG has a 0.04% expense ratio and VT has 0.06%.
How do VIG and VT compare on valuation?
VIG has a weighted P/E of 25.8 and VT has a weighted P/E of 22.7.
See the companies and duplicated exposure across every fund you hold.