DIVG vs VTI
Invesco S&P 500 High Dividend Growers ETF vs Vanguard Morningstar Total Stock Market ETF
Which is better, DIVG or VTI?
Large Cap Growth against Large Cap Blend.
VTI has a lower expense ratio. DIVG led over 1Y, VTI over the full window. DIVG is less concentrated, with 21.0% of the fund in its ten largest positions against 33.5%.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | DIVG | VTI |
|---|---|---|
| Expense Ratio | 0.39% | 0.03%Best |
| AUM | $11M | $689.2B |
| Dividend Yield | 3.19% | 1.06% |
| Holdings | 204 | 3,524 |
| YTD Return | +15.49%Best | +13.48% |
| 1Y Return | +17.02%Best | +16.55% |
| 3Y Return (annualized) | - | +22.11% |
| 5Y Return (annualized) | - | +11.95% |
| Volatility (annualized) | 11.5%Best | 11.9% |
| Max Drawdown | -15.0%Best | -19.3% |
| $10,000 over 2.9 years | $15,990 | $17,544Best |
| Top 10 Weight | 21.0%Best | 33.5% |
| Fund Family | Invesco (US) | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Growth | Large Cap Blend |
| Inception | Dec 6, 2023 | May 24, 2001 |
Volatility and max drawdown, and the $10,000 over 2.9 years row, are measured over the window both funds cover: Dec 6, 2023 to Oct 15, 2026 (2.9 years).
DIVG vs VTI growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 2.9 years both funds cover.
DIVG vs VTI Performance
Invesco S&P 500 High Dividend Growers ETF (DIVG) is an ETF from Invesco (US) and Vanguard Morningstar Total Stock Market ETF (VTI) is an ETF from Vanguard (US). Over the past year DIVG returned +17.02% while VTI returned +16.55%. Year to date, DIVG is up 15.49% versus a gain of 13.48% for VTI.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
VTI has been the more volatile fund, with annualized monthly volatility of 11.9% compared with 11.5% for DIVG. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -15.0% for DIVG and -19.3% for VTI. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.51. They move together some of the time, and apart the rest.
Fees and Cost Over Time
DIVG charges 0.39% per year while VTI charges 0.03%. On a $10,000 position that is $39 vs $3 annually, a gap of $36 per year that compounds over a long holding period. On income, DIVG currently yields 3.19% against 1.06% for VTI.
Holdings Overlap
100.0% of DIVG's money is in holdings VTI also owns. 13.6% of VTI's money is in holdings DIVG also owns.
Most of DIVG is already inside VTI. Owning both mostly buys the same companies twice.
99 positions in common, counted across the 100 positions we hold weights for in DIVG and 3,441 in VTI, against full books of 204 and 3,524.
What only one of them owns
Our book lists 1,057 positions for VTI that do not appear in our book for DIVG (84.1% of the fund), and 1 for DIVG that do not appear in VTI (0.0%).
Some of those will be the same company recorded under a different code in one of the two books, so the real difference in what you would own is no larger than this and may be smaller. We do not name the individual positions here for that reason.
Top Shared Holdings
| Stock | Weight in DIVG | Weight in VTI | Difference |
|---|---|---|---|
| HPQHP Inc | 3.44% | 0.04% | 3.40% |
| BENFranklin Resources Inc. | 2.39% | 0.01% | 2.38% |
| HPEHewlett Packard Enterprise Co | 2.23% | 0.09% | 2.14% |
| MOAltria Group Inc | 2.13% | 0.15% | 1.98% |
| PRUPrudential Financial Inc | 2.13% | 0.06% | 2.07% |
| JPMJpmorgan Chase | 0.74% | 1.29% | 0.55% |
| VZVerizon Communic | 1.71% | 0.25% | 1.46% |
| ABBVAbbvie Inc. | 1.31% | 0.61% | 0.70% |
| PAYXPaychex, Inc. | 1.78% | 0.06% | 1.72% |
| VICIVici Properties Inc | 1.78% | 0.04% | 1.74% |
100.0% of DIVG is already inside VTI.
You probably hold more than these two. Add the rest and see how much of the whole book is the same companies twice.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, DIVG or VTI?
DIVG has an expense ratio of 0.39% while VTI charges 0.03%. VTI is the cheaper option, by $36 a year on a $10,000 investment.
Which performed better, DIVG or VTI?
Over the past year DIVG returned +17.02% vs +16.55% for VTI, so DIVG leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, DIVG or VTI?
VTI has been the more volatile fund at 11.9% annualized versus 11.5% for DIVG. Worst drawdown: DIVG -15.0% vs VTI -19.3%.
Should I hold both DIVG and VTI?
DIVG and VTI have a monthly-return correlation of 0.51, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
What is the holdings overlap between DIVG and VTI?
100.0% of DIVG's money is in holdings VTI also owns. 13.6% of VTI's is in holdings DIVG also owns. They hold 99 positions in common, counted across the 100 positions we hold weights for in DIVG and 3,441 in VTI.
Which pays a higher dividend, DIVG or VTI?
DIVG yields 3.19% while VTI yields 1.06%, so DIVG currently pays the higher dividend yield.
Is VTI better than DIVG?
VTI has a lower expense ratio. DIVG led over 1Y, VTI over the full window. DIVG is less concentrated, with 21.0% of the fund in its ten largest positions against 33.5%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.