VIG (Vanguard Dividend Appreciation ETF) — over the past 10 years it returned about 12.9% annualized on a total-return basis, yields roughly 1.50%, and had a worst drawdown near -31.7%. Here is the full picture — and you can backtest it yourself for free.
$10,000, 10 years on
A $10,000 investment 10 years ago, dividends reinvested, would be worth about $37,955 today.
Sortino
1.05
Volatility
15.7%
$10k → today
$37,955
Dividend history
| Year | Dividend / share | YoY growth |
|---|---|---|
| 2020 | $2.30 | — |
| 2021 | $2.66 | 15.8% |
| 2022 | $2.97 | 11.7% |
| 2023 | $3.21 | 7.9% |
| 2024 | $3.38 | 5.3% |
| 2025 | $3.56 | 5.3% |
Risk & return vs the S&P 500
| Metric | VIG | SPY |
|---|---|---|
| CAGR | 12.9% | 14.4% |
| Volatility | 15.7% | 17.6% |
| Sharpe | 0.85 | 0.85 |
| Sortino | 1.05 | 1.04 |
| Max drawdown | -31.7% | -33.7% |
| Dividend yield | 1.50% | 1.00% |