VIG (Vanguard Dividend Appreciation ETF)


Portfolios on Covestor holding VIG

This portfolio’s primary objective is growth of capital with a moderate level of risk. The portfolio is highly diversified and has exposure to virtually all major equity sectors.

Strategy
ETFs / Funds
Sharpe ratio
0.84 365 days
Performance
14.6% 365 days
Risk score
Fees
  • 0.5% fee
  • $10,000 min

The Strategic Growth Allocations are Sizemore Capital's alternative to traditional asset allocation and will invest primarily using ETFs.  The Strategic Growth Allocation seeks to achieve returns comparable to the S&P 500 while taking less risk and is appropriate for investors with an objective of long-term growth.  Income is secondary objective.

Strategy
ETFs / Funds
Sharpe ratio
0.90 365 days
Performance
12.9% 365 days
Risk score
Fees
  • 1% fee
  • $10,000 min


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Important Information

  1. Past performance is no guarantee of future results.
  2. Periodic and since and the corresponding spark chart is calculated to the most recent month end date.
  3. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified.