VIG ETF Analysis: Dividend Appreciation Shares | NYSE

Large Blend | NYSE, USA | Market Cap: 107.936m USD | 12M Return: 15.8% | Charts, Fundamentals & Technical Analysis

Dividend Stocks, Common Stocks, Large Cap Stocks, US Equities
Total Rating 61
Safety 57
Buy Signal 0.01
Large Blend
Category Rotation: -3.5
TER: 0.06%
AUM: 108B
Avg Turnover: 245M
Risk 3d forecast
Volatility9.85%
VaR 5th Pctl1.81%
VaR vs Median1.98%
Reward TTM
Sharpe Ratio1.09
Rel. Str. IBD50.9
Rel. Str. Peer Group28.7
Character TTM
Beta0.668
Beta Downside0.677
Hurst Exponent0.483
Drawdowns 3y
Max DD14.95%
CAGR/Max DD1.00
CAGR/Mean DD7.97

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +0.4% 14
Feb -0.9% 26
Mar -0.8% 11
Apr +0.6% 11
May +0.2% 16
Jun -0.8% 27
Jul +1.0% 25
Aug -0.0% 8
Sep -1.6% 35
Oct -1.6% 22
Nov +2.5% 51
Dec -0.2% 18

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: VIG Dividend Appreciation Shares

VIG is a passively managed exchange-traded fund that seeks to track an index of U.S. large-cap companies with a consistent history of raising their dividends over time. The fund uses a full replication strategy, holding each constituent stock in roughly the same weight as its representation in the underlying index, rather than relying on sampling or active stock selection.

The underlying benchmark is widely known as a Dividend Aristocrats-style index, which typically requires a multi-year track record of consecutive annual dividend increases for inclusion. As a Large Blend ETF, VIG spans multiple sectors of the U.S. economy, with the funds dividend-growth focus generally skewing toward established, financially mature companies with stable cash flows, such as those in consumer staples, industrials, and financials.

Headlines to Watch Out For
  • ETF inflows accelerate as investors seek dividend growth exposure
  • Rising Treasury yields pressure dividend stock valuations versus bonds
  • Vanguards low fee structure attracts assets from competing dividend ETFs
What is the price of VIG shares?

As of July 24, 2026, the stock is trading at USD 237.25 with a total of 1,013,905 shares traded. Over the past week, the price has changed by -0.79%, over one month by +1.73%, over three months by +4.60% and over the past year by +15.75%.

Current recommended Stop Loss: 232.40 (which is 2% or 2.6 ATR below the current price).

Is VIG a buy, sell or hold?

Dividend Appreciation Shares has no consensus analysts rating.