Core Insights - The Vanguard Dividend Appreciation ETF (VIG) is a smart beta ETF launched on April 21, 2006, providing broad exposure to the large-cap blend market segment [1] - VIG aims to match the performance of the NASDAQ US Dividend Achievers Select Index, focusing on companies with a history of increasing dividends [5] Fund Overview - VIG has amassed over $92.31 billion in assets, making it one of the largest ETFs in its category [5] - The ETF has an annual operating expense ratio of 0.05%, positioning it as one of the least expensive options available [6] - The 12-month trailing dividend yield for VIG is 1.72% [6] Sector Exposure and Holdings - The ETF has a significant allocation in the Information Technology sector, comprising approximately 25.9% of the portfolio, followed by Financials and Healthcare [7] - Broadcom Inc (AVGO) represents about 5.11% of the fund's total assets, with Microsoft Corp (MSFT) and Jpmorgan Chase & Co (JPM) also among the top holdings [8] Performance Metrics - VIG has increased by roughly 5.27% year-to-date and has risen about 10.67% over the past year as of July 16, 2025 [9] - The ETF has traded between $173.71 and $207.81 in the past 52 weeks [9] - VIG has a beta of 0.85 and a standard deviation of 14.24% over the trailing three-year period, indicating a medium risk profile [10] Alternatives - Other ETFs in the same space include WisdomTree U.S. Quality Dividend Growth ETF (DGRW) and iShares Core Dividend Growth ETF (DGRO), with assets of $15.95 billion and $32.19 billion respectively [12] - DGRW has an expense ratio of 0.28%, while DGRO has a lower expense ratio of 0.08% [12]

Core Insights - The WisdomTree U.S. Quality Dividend Growth ETF (DGRW) is designed to provide broad exposure to the Style Box - Large Cap Value category and was launched on May 22, 2013 [1] - DGRW is managed by WisdomTree and has amassed over $16 billion in assets, making it one of the largest ETFs in its category [5] - The fund seeks to match the performance of the WisdomTree U.S. Quality Dividend Growth Index, which consists of dividend-paying stocks with growth characteristics [5] Fund Characteristics - DGRW has an annual operating expense ratio of 0.28%, which is competitive within its peer group [6] - The fund has a 12-month trailing dividend yield of 1.50% [6] - The top 10 holdings account for approximately 135.11% of total assets under management, indicating a concentration in a few key stocks [8] Performance Metrics - Year-to-date, DGRW has gained about 5.88% and is up roughly 7.86% over the last 12 months as of July 15, 2025 [10] - The fund has a beta of 0.85 and a standard deviation of 14.33% over the trailing three-year period, categorizing it as a medium-risk investment [10] - DGRW has approximately 304 holdings, which helps to diversify company-specific risk [10] Alternatives and Comparisons - Other ETFs in the same space include iShares Core Dividend Growth ETF (DGRO) and Vanguard Dividend Appreciation ETF (VIG), with DGRO having $32.45 billion in assets and VIG having $92.94 billion [12] - DGRO has a lower expense ratio of 0.08%, while VIG has an expense ratio of 0.05% [12] - Investors may consider traditional market cap weighted ETFs for potentially lower-risk options [13]