HDV vs. VIG: New Metrics Clarify the Yield–Growth Trade-Off

Overview

• VIG returned 14.4% over the past year as of Jan. 2, 2026, compared with 12.0% for HDV.
• HDV offers a higher payout with a roughly 3.2% dividend yield versus about 2.0% for VIG.
• VIG holds 338 stocks with notable tilts to Technology (~30%), Financial Services (~21%), and Healthcare (~15%), while HDV owns 74 names with heavier weights in Consumer Defensive, Energy, and Healthcare.
• Risk profiles differ, with HDV showing a beta near 0.64 versus 0.85 for VIG and a five-year max drawdown of -15.41% compared with -20.39% for VIG.
• Costs and scale diverge, with expenses at 0.08% for HDV versus 0.05% for VIG, assets near $12 billion versus $102 billion, and five-year growth of $1,000 at $1,683 for HDV versus $1,737 for VIG.