Join Early Retirement Today
Reply
 
Thread Tools Search this Thread Display Modes
Vanguard Dividend Growth ETF
Old 03-16-2014, 01:42 PM   #1
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,913
Vanguard Dividend Growth ETF

I purchased this last year and have been disappointed in its performance vs SP 500 or even O. My goal was to invest in quality stocks (aka those who grow their dividends) and harvest dividends.

Any thoughts, suggestions?
__________________

__________________
Duck bjorn.
Brat is offline   Reply With Quote
Join the #1 Early Retirement and Financial Independence Forum Today - It's Totally Free!

Are you planning to be financially independent as early as possible so you can live life on your own terms? Discuss successful investing strategies, asset allocation models, tax strategies and other related topics in our online forum community. Our members range from young folks just starting their journey to financial independence, military retirees and even multimillionaires. No matter where you fit in you'll find that Early-Retirement.org is a great community to join. Best of all it's totally FREE!

You are currently viewing our boards as a guest so you have limited access to our community. Please take the time to register and you will gain a lot of great new features including; the ability to participate in discussions, network with our members, see fewer ads, upload photographs, create a retirement blog, send private messages and so much, much more!

Old 03-16-2014, 01:56 PM   #2
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
youbet's Avatar
 
Join Date: Mar 2005
Location: Chicago
Posts: 9,965
Quote:
Originally Posted by Brat View Post
I purchased this last year and have been disappointed in its performance vs SP 500 or even O. My goal was to invest in quality stocks (aka those who grow their dividends) and harvest dividends.

Any thoughts, suggestions?
How has this fund done vs its large value benchmark? How has it done vs the SP 500 in other time periods?

Looking at this funds performance vs the SP 500 on a single year comparison isn't very meaningful Brat.

Why did you decide to bet that a div growth fund would outperform the SP 500, on a total return basis, going forward? Why do you think it should have outperformed specifically last year?

I prefer to own individual stocks for the div growth portion of my FIRE portfolio. The equity portion of my FIRE portfolio is dominated by Vanguard TSM. About 10% is individual high div paying equities most of which are buy and hold but a couple are speculative.
__________________

__________________
"I wasn't born blue blood. I was born blue-collar." John Wort Hannam
youbet is offline   Reply With Quote
Old 03-16-2014, 01:59 PM   #3
gone traveling
 
Join Date: Sep 2013
Posts: 1,248
I assume you are talking about VIG. Compare it over lifetime of the fund 2006-present
and it beats S&P 500. It less volatile then S&P in both directions.
__________________
eta2020 is offline   Reply With Quote
Old 03-16-2014, 02:44 PM   #4
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Ed_The_Gypsy's Avatar
 
Join Date: Dec 2004
Location: the City of Subdued Excitement
Posts: 5,292
Here is a plot of the total returns of VIG, VFINX and VWINX since 2006, when VIG started:


VIG is a little better than VFINX over this time. I simply do not like the S&P 500. I do not trust large cap stocks as a single class. I also own VIG and I will keep it as a surrogate for the S&P 500. (I also have Wellesley--thanks, Uncle Mick --but I am watching for what will happen when bond rates rise.)
Attached Images
File Type: png VIG VFINX VWINX.PNG (18.3 KB, 28 views)
__________________
my bumpersticker:
"I am not in a hurry.
I am retired.
And I don't care how big your truck is."
Ed_The_Gypsy is offline   Reply With Quote
Old 03-20-2014, 02:06 PM   #5
Give me a museum and I'll fill it. (Picasso)
Give me a forum ...
Brat's Avatar
 
Join Date: Feb 2004
Location: Portland, Oregon
Posts: 5,913
The more I look about Vanguard Windsor II looks better than Vanguard Dividend Appreciation. This will be in a Roth which, God willing, has 15 years to grow.

DH is 76.
__________________
Duck bjorn.
Brat is offline   Reply With Quote
Reply


Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
 
Thread Tools Search this Thread
Search this Thread:

Advanced Search
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off


Similar Threads
Thread Thread Starter Forum Replies Last Post
Vanguard Dividend Growth F4mandolin FIRE and Money 1 01-02-2014 03:33 PM
Suggested growth rate for portfolio growth estimates? doneat54 FIRE and Money 35 10-02-2013 12:03 AM
Emerging and Developing GDP Growth exceeds GDP Growth in Advanced Economies bUU Other topics 3 06-28-2013 12:42 PM
Vanguard S&P 500 dividend growth FIRE'd@51 FIRE and Money 2 12-26-2006 10:56 AM

 

 
All times are GMT -6. The time now is 03:58 PM.
 
Powered by vBulletin® Version 3.8.8 Beta 1
Copyright ©2000 - 2017, vBulletin Solutions, Inc.