NOBL vs VIG
ProShares S&P 500 Dividend Aristocrats ETF vs Vanguard Dividend Appreciation ETF
Which is better, NOBL or VIG?
Large Cap Value against Large Cap Blend.
VIG has a lower expense ratio. VIG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. NOBL is less concentrated, with 16.6% of the fund in its ten largest positions against 33.7%.
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 | NOBL | VIG |
|---|---|---|
| Expense Ratio | 0.35% | 0.04%Best |
| AUM | $11.3B | $109.1B |
| Dividend Yield | 2.17% | 1.56% |
| Holdings | 69 | 336 |
| YTD Return | +8.03% | +10.11%Best |
| 1Y Return | +10.74% | +12.75%Best |
| 3Y Return (annualized) | +10.42% | +17.17%Best |
| 5Y Return (annualized) | +6.11% | +10.58%Best |
| Volatility (annualized) | 14.1% | 12.9%Best |
| Max Drawdown | -35.4% | -31.7%Best |
| $10,000 over 5 years | $13,452 | $16,534Best |
| Top 10 Weight | 16.6%Best | 33.7% |
| Fund Family | ProShares | Vanguard (US) |
| Category | Equity | Equity |
| Style | Large Cap Value | Large Cap Blend |
| Inception | Oct 9, 2013 | Apr 21, 2006 |
Volatility and max drawdown are measured over the window both funds cover: Oct 10, 2013 to Oct 14, 2026 (13 years).
NOBL vs VIG 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 13 years both funds cover.
NOBL vs VIG Performance
ProShares S&P 500 Dividend Aristocrats ETF (NOBL) is an ETF from ProShares and Vanguard Dividend Appreciation ETF (VIG) is an ETF from Vanguard (US). Over the past year NOBL returned +10.74% while VIG returned +12.75%. Year to date, NOBL is up 8.03% versus a gain of 10.11% for VIG.
Over three years, NOBL compounded at +10.42% per year against +17.17% for VIG; over five years the annualized figures are +6.11% and +10.58% respectively. Across the full 13-year window we track, VIG has the edge at +10.84% annualized vs +9.01%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
NOBL has been the more volatile fund, with annualized monthly volatility of 14.1% compared with 12.9% for VIG. 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 -35.4% for NOBL and -31.7% for VIG. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.94. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
NOBL charges 0.35% per year while VIG charges 0.04%. On a $10,000 position that is $35 vs $4 annually, a gap of $31 per year that compounds over a long holding period. On income, NOBL currently yields 2.17% against 1.56% for VIG.
Holdings Overlap
72.9% of NOBL's money is in holdings VIG also owns. 26.8% of VIG's money is in holdings NOBL also owns.
Most of NOBL is already inside VIG. Owning both mostly buys the same companies twice.
50 positions in common, counted across the 69 positions we hold weights for in NOBL and 332 in VIG, against full books of 69 and 336.
What only one of them owns
Measured across the 69 and 332 positions we hold weights for.
VIG holds 261 positions NOBL does not, 72.4% of the fund.
Largest: MSFT 4.69%, AAPL 4.52%, AVGO 4.36%, JPM 4.08%, LLY 3.92%
Top Shared Holdings
| Stock | Weight in NOBL | Weight in VIG | Difference |
|---|---|---|---|
| XOMExxonmobil Corp. | 1.59% | 2.86% | 1.27% |
| JNJJohnson & Johnson - Common | 1.50% | 2.74% | 1.24% |
| ABBVAbbvie Inc. | 1.56% | 1.94% | 0.38% |
| WMTWalmart, Inc. | 1.43% | 1.97% | 0.54% |
| KOCoca Cola Co. | 1.56% | 1.47% | 0.09% |
| CATCaterpillar, Inc. | 1.43% | 1.57% | 0.14% |
| PGProcter & Gamble Company | 1.46% | 1.45% | 0.01% |
| IBMInternational Business Machines Corp. | 1.62% | 0.94% | 0.68% |
| LINLinde Plc Ordinary Shares | 1.41% | 0.97% | 0.44% |
| ABTAbbot Laboratories | 1.45% | 0.82% | 0.63% |
72.9% of NOBL is already inside VIG.
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, NOBL or VIG?
NOBL has an expense ratio of 0.35% while VIG charges 0.04%. VIG is the cheaper option, by $31 a year on a $10,000 investment.
Which performed better, NOBL or VIG?
Over the past year NOBL returned +10.74% vs +12.75% for VIG, so VIG leads on 1-year performance. Over the longest common window we track (13 years), NOBL annualized +9.01% vs +10.84% for VIG. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, NOBL or VIG?
NOBL has been the more volatile fund at 14.1% annualized versus 12.9% for VIG. Worst drawdown: NOBL -35.4% vs VIG -31.7%.
Should I hold both NOBL and VIG?
NOBL and VIG have a monthly-return correlation of 0.94, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between NOBL and VIG?
72.9% of NOBL's money is in holdings VIG also owns. 26.8% of VIG's is in holdings NOBL also owns. They hold 50 positions in common, counted across the 69 positions we hold weights for in NOBL and 332 in VIG.
Which pays a higher dividend, NOBL or VIG?
NOBL yields 2.17% while VIG yields 1.56%, so NOBL currently pays the higher dividend yield.
Is VIG better than NOBL?
VIG has a lower expense ratio. VIG led over 1Y, 3Y, 5Y and the full window. The two have moved almost in lockstep, correlation 0.94. NOBL is less concentrated, with 16.6% of the fund in its ten largest positions against 33.7%. Which one suits a particular account depends on what it is for. This is information, not a recommendation.