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Find Comparable ETFs for Vanguard International Dividend Appreciation Index Fund ETF Shares

Vanguard International Dividend Appreciation Index Fund ETF Shares

VIGI - NGM
ETF Category
Foreign Large Cap Equities
Asset Class
Equity
AUM
$7,039M
Expense Ratio
0.10% (Low)
Trading Volume
96.5K (Low)
Issuer
Vanguard
Number of Holdings
338
Inception Date
2016-02-25 (9 years)
Momentum
Very Weak Neutral Very Strong
AUM
Micro Medium Very Large
Concentration
Very Low Very High Very High
Volatility
Very Low Low Very High
Overview
Momentum
Concentration
ESG
P/E Ratio
20.60
Annual Dividend Rate
1.87%
Beta
0.77
50-Day Moving Average
$82.09
Price vs. 50-Day MA
3.57%
200-Day Moving Average
$83.56
Price vs. 200-Day MA
1.75%
1 Year Fund Flow
$1,138M (16% of AUM)
3 Year Fund Flow
$3,076M (44% of AUM)
5 Year Fund Flow
$4,879M (69% of AUM)
% in Top 10 Holdings (Market Cap Weighted)
33.90%
% in Top 15 Holdings (Market Cap Weighted)
43.32%
% in Top 50 Holdings (Market Cap Weighted)
73.75%
ESG Score
7.6700
ESG Peer %
85.04
ESG Global %
91.73
Carbon Intensity (Tons CO2e/$M Sales)
71
ESG Exclusion %
8.64
Sustainable Impact %
11.48

Vanguard International High Dividend Yield Index Fund ETF Shares

VYMI - NGM
View VYMI's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Foreign Large Cap Equities
Equity
AUM: $7,730M
Expense Ratio: 0.17% (Low)
Volume: 734.0K (Moderate)
Issuer: Vanguard
Holdings: 1505
Inception: 2016-02-25 (9 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility
Compare
Overview
Momentum
Concent.
ESG

VYMI targets high dividend yields from international markets, which resonates with VIGI's emphasis on dividend appreciation across foreign equities.

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 88%

R-squared: 77%

This indicates a strong positive relationship between the price movements of these assets.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 2
  • VIGI in VYMI's comparables: No
  • VYMI in VIGI's comparables: Yes

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.60 vs 9.00

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • VIGI Beta: 0.77 (Low)
  • VYMI Beta: 0.81 (Low)
  • VIGI 200-day Volatility: 11.10%
  • VYMI 200-day Volatility: 11.40%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • VIGI Price vs 200-day MA: 102%
  • VYMI Price vs 200-day MA: 106%

Performance Comparison:

Period VIGI VYMI
Year_1 12% 12%
Year_3 1% 5%
Year_5 7% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: NGM vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

sector
A+

sector

Compares the sector, industry, and other classifications of both assets.

  • ETF Category: Foreign Large Cap Equities vs Foreign Large Cap Equities

A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.

Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.

dividend
B

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • VIGI Dividend Yield: 2%
  • VYMI Dividend Yield: 5%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
9.00
Annual Dividend Rate
4.65%
Beta
0.81
50-Day Moving Average
$70.00
Price vs. 50-Day MA
6.37%
200-Day Moving Average
$70.56
Price vs. 200-Day MA
5.53%
1 Year Fund Flow
$631M (8% of AUM)
3 Year Fund Flow
$4,399M (57% of AUM)
5 Year Fund Flow
$5,703M (74% of AUM)
% in Top 10 Holdings
15%
% in Top 15 Holdings
20%
% in Top 50 Holdings
38%
ESG Score
7.0300
ESG Peer %
21.97
ESG Global %
72.10
Carbon Intensity
209
ESG Exclusion %
7.98
Sustainable Impact %
3.93

Invesco International Dividend Achievers ETF

PID - NGM
View PID's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Global Equities
Equity
AUM: $874M
Expense Ratio: 0.53% (Low)
Volume: 114.5K (Moderate)
Issuer: Invesco
Holdings: 47
Inception: 2005-09-15 (19 years)
Neutral Momentum
Small AUM
Low Concentration
Low Volatility
Compare
Overview
Momentum
Concent.
ESG

This fund also emphasizes international dividend stocks but includes a diverse range of sectors, similar to VIGI's broad international exposure.

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 79%

R-squared: 63%

This indicates a strong positive relationship between the price movements of these assets.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • PID in VIGI's comparables: Yes
  • VIGI in PID's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 13.77 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • PID Beta: 0.94 (Average)
  • VIGI Beta: 0.77 (Low)
  • PID 200-day Volatility: 11.76%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • PID Price vs 200-day MA: 101%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period PID VIGI
Year_1 9% 12%
Year_3 5% 1%
Year_5 7% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: NGM vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

sector
B+

sector

Compares the sector, industry, and other classifications of both assets.

  • ETF Category: Global Equities vs Foreign Large Cap Equities

A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.

Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • PID Dividend Yield: 4%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
13.77
Annual Dividend Rate
3.62%
Beta
0.94
50-Day Moving Average
$18.78
Price vs. 50-Day MA
1.76%
200-Day Moving Average
$18.95
Price vs. 200-Day MA
0.84%
1 Year Fund Flow
-$275M (-31% of AUM)
3 Year Fund Flow
$215M (25% of AUM)
5 Year Fund Flow
$49M (6% of AUM)
% in Top 10 Holdings
41%
% in Top 15 Holdings
56%
% in Top 50 Holdings
100%
ESG Score
7.3400
ESG Peer %
57.20
ESG Global %
83.39
Carbon Intensity
301
ESG Exclusion %
10.08
Sustainable Impact %
6.86

WisdomTree International High Dividend Fund

DTH - PCX
View DTH's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Foreign Large Cap Equities
Equity
AUM: $321M
Expense Ratio: 0.58% (High)
Volume: 61.3K (Low)
Issuer: WisdomTree
Holdings: 521
Inception: 2006-06-16 (18 years)
Neutral Momentum
Small AUM
Low Concentration
Moderate Volatility
Compare
Overview
Momentum
Concent.
ESG

DTH invests in foreign companies that have a history of increasing dividends, aligning with VIGI’s strategy of appreciating dividend distributions.

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 77%

R-squared: 60%

This indicates a strong positive relationship between the price movements of these assets.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 1
  • DTH in VIGI's comparables: Yes
  • VIGI in DTH's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 7.89 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • DTH Beta: 0.80 (Low)
  • VIGI Beta: 0.77 (Low)
  • DTH 200-day Volatility: 12.55%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • DTH Price vs 200-day MA: 106%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period DTH VIGI
Year_1 10% 12%
Year_3 5% 1%
Year_5 5% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: PCX vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

sector
A+

sector

Compares the sector, industry, and other classifications of both assets.

  • ETF Category: Foreign Large Cap Equities vs Foreign Large Cap Equities

A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.

Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.

dividend
B

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • DTH Dividend Yield: 5%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
7.89
Annual Dividend Rate
5.28%
Beta
0.80
50-Day Moving Average
$39.03
Price vs. 50-Day MA
7.48%
200-Day Moving Average
$39.60
Price vs. 200-Day MA
5.93%
1 Year Fund Flow
-$123M (-38% of AUM)
3 Year Fund Flow
$124M (39% of AUM)
5 Year Fund Flow
$65M (20% of AUM)
% in Top 10 Holdings
22%
% in Top 15 Holdings
29%
% in Top 50 Holdings
56%
ESG Score
7.6200
ESG Peer %
83.90
ESG Global %
90.70
Carbon Intensity
167
ESG Exclusion %
13.39
Sustainable Impact %
4.55

iShares International Select Dividend ETF

IDV - BTS
View IDV's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Global Equities
Equity
AUM: $4,177M
Expense Ratio: 0.49% (Low)
Volume: 1.2M (High)
Issuer: BlackRock, Inc.
Holdings: 99
Inception: 2007-06-11 (17 years)
Neutral Momentum
Medium AUM
Low Concentration
Low Volatility
Compare
Overview
Momentum
Concent.
ESG

This ETF focuses on international dividend-paying stocks, making it comparable to VIGI as it targets foreign large-cap equities with a dividend orientation.

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 71%

R-squared: 50%

This indicates a strong positive relationship between the price movements of these assets.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 2
  • IDV in VIGI's comparables: Yes
  • VIGI in IDV's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A-

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 5.41 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • IDV Beta: 0.88 (Average)
  • VIGI Beta: 0.77 (Low)
  • IDV 200-day Volatility: 12.69%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • IDV Price vs 200-day MA: 106%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period IDV VIGI
Year_1 14% 12%
Year_3 2% 1%
Year_5 6% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: BTS vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

sector
B+

sector

Compares the sector, industry, and other classifications of both assets.

  • ETF Category: Global Equities vs Foreign Large Cap Equities

A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.

Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.

dividend
C+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • IDV Dividend Yield: 6%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
5.41
Annual Dividend Rate
6.47%
Beta
0.88
50-Day Moving Average
$28.30
Price vs. 50-Day MA
7.70%
200-Day Moving Average
$28.80
Price vs. 200-Day MA
5.83%
1 Year Fund Flow
-$865M (-21% of AUM)
3 Year Fund Flow
$334M (8% of AUM)
5 Year Fund Flow
$469M (11% of AUM)
% in Top 10 Holdings
30%
% in Top 15 Holdings
39%
% in Top 50 Holdings
77%
ESG Score
7.2200
ESG Peer %
43.75
ESG Global %
79.59
Carbon Intensity
179
ESG Exclusion %
15.89
Sustainable Impact %
3.19

iShares MSCI USA ESG Select ETF

SUSA - PCX
View SUSA's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Large Cap Growth Equities
Equity
AUM: $3,566M
Expense Ratio: 0.25% (Low)
Volume: 150.6K (Moderate)
Issuer: BlackRock, Inc.
Holdings: 176
Inception: 2005-01-24 (20 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility
Compare
Overview
Momentum
Concent.
ESG

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 60%

R-squared: 36%

This indicates a moderate positive relationship between the price movements of these assets.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • SUSA in VIGI's comparables: No
  • VIGI in SUSA's comparables: Yes

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 21.87 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • SUSA Beta: 1.02 (Average)
  • VIGI Beta: 0.77 (Low)
  • SUSA 200-day Volatility: 11.95%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • SUSA Price vs 200-day MA: 103%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period SUSA VIGI
Year_1 19% 12%
Year_3 6% 1%
Year_5 14% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: PCX vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • SUSA Dividend Yield: 1%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
21.87
Annual Dividend Rate
1.21%
Beta
1.02
50-Day Moving Average
$123.65
Price vs. 50-Day MA
-1.18%
200-Day Moving Average
$118.60
Price vs. 200-Day MA
3.03%
1 Year Fund Flow
-$1,156M (-32% of AUM)
3 Year Fund Flow
-$593M (-17% of AUM)
5 Year Fund Flow
$803M (23% of AUM)
% in Top 10 Holdings
27%
% in Top 15 Holdings
33%
% in Top 50 Holdings
64%
ESG Score
8.3200
ESG Peer %
99.92
ESG Global %
99.22
Carbon Intensity
48
ESG Exclusion %
0.11
Sustainable Impact %
10.18

Vanguard ESG U.S. Stock ETF

ESGV - BTS
View ESGV's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Large Cap Growth Equities
Equity
AUM: $9,046M
Expense Ratio: 0.09% (Low)
Volume: 223.3K (Moderate)
Issuer: Vanguard
Holdings: 1428
Inception: 2018-09-18 (6 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility
Compare
Overview
Momentum
Concent.
ESG

The Vanguard International Dividend Appreciation ETF offers a global perspective on ESG investing while still focusing on growth-oriented equities, appealing to investors seeking diversification.

correlation
A

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 53%

R-squared: 28%

This indicates a moderate positive relationship between the price movements of these assets.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • ESGV in VIGI's comparables: No
  • VIGI in ESGV's comparables: Yes

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 21.00 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • ESGV Beta: 1.03 (Average)
  • VIGI Beta: 0.77 (Low)
  • ESGV 200-day Volatility: 12.89%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • ESGV Price vs 200-day MA: 102%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period ESGV VIGI
Year_1 20% 12%
Year_3 6% 1%
Year_5 14% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: BTS vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • ESGV Dividend Yield: 1%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
21.00
Annual Dividend Rate
1.18%
Beta
1.03
50-Day Moving Average
$106.72
Price vs. 50-Day MA
-3.05%
200-Day Moving Average
$101.58
Price vs. 200-Day MA
1.85%
1 Year Fund Flow
$601M (7% of AUM)
3 Year Fund Flow
$2,700M (30% of AUM)
5 Year Fund Flow
$5,842M (65% of AUM)
% in Top 10 Holdings
36%
% in Top 15 Holdings
41%
% in Top 50 Holdings
58%
ESG Score
6.7000
ESG Peer %
49.57
ESG Global %
57.30
Carbon Intensity
41
ESG Exclusion %
4.74
Sustainable Impact %
8.60

SPDR S&P 500 ETF Trust

SPY - PCX
View SPY's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Large Cap Growth Equities
Equity
AUM: $557,214M
Expense Ratio: 0.09% (Low)
Volume: 75.5M (Very High)
Issuer: State Street
Holdings: 504
Inception: 1993-01-22 (32 years)
Neutral Momentum
Very Large AUM
Low Concentration
Low Volatility
Compare
Overview
Momentum
Concent.
ESG

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 58%

R-squared: 34%

This indicates a moderate positive relationship between the price movements of these assets.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • SPY in VIGI's comparables: No
  • VIGI in SPY's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 17.86 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • SPY Beta: 1.00 (Average)
  • VIGI Beta: 0.77 (Low)
  • SPY 200-day Volatility: 11.69%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • SPY Price vs 200-day MA: 104%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period SPY VIGI
Year_1 20% 12%
Year_3 8% 1%
Year_5 14% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: PCX vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • SPY Dividend Yield: 1%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
17.86
Annual Dividend Rate
1.26%
Beta
1.00
50-Day Moving Average
$598.02
Price vs. 50-Day MA
-0.64%
200-Day Moving Average
$570.72
Price vs. 200-Day MA
4.11%
1 Year Fund Flow
$33,622M (6% of AUM)
3 Year Fund Flow
$60,638M (11% of AUM)
5 Year Fund Flow
$45,285M (8% of AUM)
% in Top 10 Holdings
34%
% in Top 15 Holdings
40%
% in Top 50 Holdings
58%
ESG Score
6.7100
ESG Peer %
53.88
ESG Global %
58.00
Carbon Intensity
94
ESG Exclusion %
10.68
Sustainable Impact %
7.87

Vanguard S&P 500 ETF

VOO - PCX
View VOO's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Large Cap Growth Equities
Equity
AUM: $488,798M
Expense Ratio: 0.03% (Very Low)
Volume: 7.3M (High)
Issuer: Vanguard
Holdings: 506
Inception: 2010-09-07 (14 years)
Neutral Momentum
Very Large AUM
Low Concentration
Low Volatility
Compare
Overview
Momentum
Concent.
ESG

correlation
A

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 58%

R-squared: 33%

This indicates a moderate positive relationship between the price movements of these assets.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • VIGI in VOO's comparables: No
  • VOO in VIGI's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A+

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 20.60 vs 20.10

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • VIGI Beta: 0.77 (Low)
  • VOO Beta: 1.00 (Average)
  • VIGI 200-day Volatility: 11.10%
  • VOO 200-day Volatility: 11.66%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • VIGI Price vs 200-day MA: 102%
  • VOO Price vs 200-day MA: 104%

Performance Comparison:

Period VIGI VOO
Year_1 12% 21%
Year_3 1% 8%
Year_5 7% 14%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: NGM vs PCX

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • VIGI Dividend Yield: 2%
  • VOO Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
20.10
Annual Dividend Rate
1.33%
Beta
1.00
50-Day Moving Average
$549.93
Price vs. 50-Day MA
-0.65%
200-Day Moving Average
$524.74
Price vs. 200-Day MA
4.11%
1 Year Fund Flow
$70,444M (14% of AUM)
3 Year Fund Flow
$150,518M (31% of AUM)
5 Year Fund Flow
$205,248M (42% of AUM)
% in Top 10 Holdings
36%
% in Top 15 Holdings
41%
% in Top 50 Holdings
59%
ESG Score
6.7100
ESG Peer %
54.15
ESG Global %
58.01
Carbon Intensity
94
ESG Exclusion %
10.70
Sustainable Impact %
7.88

Global X SuperDividend ETF

SDIV - PCX
View SDIV's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Global Equities
Equity
AUM: $787M
Expense Ratio: 0.58% (Low)
Volume: 379.5K (Moderate)
Issuer: Mirae Asset Global Investments Co., Ltd.
Holdings: 102
Inception: 2011-06-08 (13 years)
Weak Momentum
Small AUM
Low Concentration
Low Volatility
Compare
Overview
Momentum
Concent.
ESG

This ETF offers exposure to high-yield international dividend stocks, providing a comparable investment strategy to VIGI's focus on dividend growth.

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 59%

R-squared: 35%

This indicates a moderate positive relationship between the price movements of these assets.

network
A

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • SDIV in VIGI's comparables: Yes
  • VIGI in SDIV's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

valuation
A

valuation

Compares valuation metrics to assess if the assets are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 6.01 vs 20.60

A high score indicates that the market values these assets similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

volatility
A

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • SDIV Beta: 1.10 (Average)
  • VIGI Beta: 0.77 (Low)
  • SDIV 200-day Volatility: 13.55%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • SDIV Price vs 200-day MA: 96%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period SDIV VIGI
Year_1 8% 12%
Year_3 -7% 1%
Year_5 -6% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: PCX vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

sector
B+

sector

Compares the sector, industry, and other classifications of both assets.

  • ETF Category: Global Equities vs Foreign Large Cap Equities

A high score indicates that the assets operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends.

Partial matches are considered for more nuanced comparisons, allowing for a higher score even when classifications are not identical but closely related.

dividend
C

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • SDIV Dividend Yield: 10%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
6.01
Annual Dividend Rate
10.98%
Beta
1.10
50-Day Moving Average
$20.97
Price vs. 50-Day MA
0.48%
200-Day Moving Average
$21.94
Price vs. 200-Day MA
-3.97%
1 Year Fund Flow
$21M (3% of AUM)
3 Year Fund Flow
$305M (39% of AUM)
5 Year Fund Flow
$510M (65% of AUM)
% in Top 10 Holdings
14%
% in Top 15 Holdings
19%
% in Top 50 Holdings
56%
ESG Score
4.8400
ESG Peer %
0.19
ESG Global %
21.74
Carbon Intensity
361
ESG Exclusion %
2.72
Sustainable Impact %
3.79

ProShares UltraPro S&P500

UPRO - PCX
View UPRO's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Leveraged Equities
Equity
AUM: $3,577M
Expense Ratio: 0.92% (Very Low)
Volume: 8.0M (High)
Issuer: Proshare Advisors LLC
Holdings: 511
Inception: 2009-06-23 (15 years)
Neutral Momentum
Medium AUM
Very Low Concentration
High Volatility
Compare
Overview
Momentum
Concent.
ESG

correlation
A+

correlation

Measures how closely the two assets' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 58%

R-squared: 34%

This indicates a moderate positive relationship between the price movements of these assets.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • UPRO in VIGI's comparables: No
  • VIGI in UPRO's comparables: No

A high score suggests the assets are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

volatility
B

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • UPRO Beta: 3.08 (Very High)
  • VIGI Beta: 0.77 (Low)
  • UPRO 200-day Volatility: 35.21%
  • VIGI 200-day Volatility: 11.10%

A high score suggests both assets have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • UPRO Price vs 200-day MA: 106%
  • VIGI Price vs 200-day MA: 102%

Performance Comparison:

Period UPRO VIGI
Year_1 47% 12%
Year_3 6% 1%
Year_5 21% 7%

A high score indicates both assets are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

geo
A+

geo

Evaluates the geographical similarity of the assets based on country, currency, and exchange.

  • Currency: USD vs USD
  • Exchange: PCX vs NGM

A high score indicates that both assets operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • UPRO Dividend Yield: 1%
  • VIGI Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

P/E Ratio
N/A
Annual Dividend Rate
0.69%
Beta
3.08
50-Day Moving Average
$93.23
Price vs. 50-Day MA
-3.63%
200-Day Moving Average
$84.80
Price vs. 200-Day MA
5.96%
1 Year Fund Flow
-$649M (-18% of AUM)
3 Year Fund Flow
-$18M (0% of AUM)
5 Year Fund Flow
-$263M (-7% of AUM)
% in Top 10 Holdings
64%
% in Top 15 Holdings
70%
% in Top 50 Holdings
81%
ESG Score
6.4600
ESG Peer %
45.24
ESG Global %
47.90
Carbon Intensity
94
ESG Exclusion %
5.59
Sustainable Impact %
4.12
Toggle between similar ETFs and stocks for comparison.

Loading comparable ETFs ...

Vanguard International High Dividend Yield Index Fund ETF Shares

VYMI - NGM
A+
$74.46 +1.64 (2.25%)
Foreign Large Cap Equities
Equity
AUM: $7,730M
Expense Ratio: 0.17% (Low)
Volume: 734.0K (Moderate)
Issuer: Vanguard
Holdings: 1505
Inception: 2016-02-25 (9 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility

Invesco International Dividend Achievers ETF

PID - NGM
A+
$19.11 +0.27 (1.41%)
Global Equities
Equity
AUM: $874M
Expense Ratio: 0.53% (Low)
Volume: 114.5K (Moderate)
Issuer: Invesco
Holdings: 47
Inception: 2005-09-15 (19 years)
Neutral Momentum
Small AUM
Low Concentration
Low Volatility

WisdomTree International High Dividend Fund

DTH - PCX
A+
$41.95 +1.02 (2.49%)
Foreign Large Cap Equities
Equity
AUM: $321M
Expense Ratio: 0.58% (High)
Volume: 61.3K (Low)
Issuer: WisdomTree
Holdings: 521
Inception: 2006-06-16 (18 years)
Neutral Momentum
Small AUM
Low Concentration
Moderate Volatility

iShares International Select Dividend ETF

IDV - BTS
A+
$30.48 +0.53 (1.77%)
Global Equities
Equity
AUM: $4,177M
Expense Ratio: 0.49% (Low)
Volume: 1.2M (High)
Issuer: BlackRock, Inc.
Holdings: 99
Inception: 2007-06-11 (17 years)
Neutral Momentum
Medium AUM
Low Concentration
Low Volatility

iShares MSCI USA ESG Select ETF

SUSA - PCX
A+
$122.19 +1.76 (1.46%)
Large Cap Growth Equities
Equity
AUM: $3,566M
Expense Ratio: 0.25% (Low)
Volume: 150.6K (Moderate)
Issuer: BlackRock, Inc.
Holdings: 176
Inception: 2005-01-24 (20 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility

Vanguard ESG U.S. Stock ETF

ESGV - BTS
A
$103.46 +1.33 (1.30%)
Large Cap Growth Equities
Equity
AUM: $9,046M
Expense Ratio: 0.09% (Low)
Volume: 223.3K (Moderate)
Issuer: Vanguard
Holdings: 1428
Inception: 2018-09-18 (6 years)
Neutral Momentum
Medium AUM
Very High Concentration
Moderate Volatility

SPDR S&P 500 ETF Trust

SPY - PCX
A
$594.18 +9.13 (1.56%)
Large Cap Growth Equities
Equity
AUM: $557,214M
Expense Ratio: 0.09% (Low)
Volume: 75.5M (Very High)
Issuer: State Street
Holdings: 504
Inception: 1993-01-22 (32 years)
Neutral Momentum
Very Large AUM
Low Concentration
Low Volatility

Vanguard S&P 500 ETF

VOO - PCX
A
$546.33 +8.36 (1.55%)
Large Cap Growth Equities
Equity
AUM: $488,798M
Expense Ratio: 0.03% (Very Low)
Volume: 7.3M (High)
Issuer: Vanguard
Holdings: 506
Inception: 2010-09-07 (14 years)
Neutral Momentum
Very Large AUM
Low Concentration
Low Volatility

Global X SuperDividend ETF

SDIV - PCX
A
$21.07 +0.26 (1.25%)
Global Equities
Equity
AUM: $787M
Expense Ratio: 0.58% (Low)
Volume: 379.5K (Moderate)
Issuer: Mirae Asset Global Investments Co., Ltd.
Holdings: 102
Inception: 2011-06-08 (13 years)
Weak Momentum
Small AUM
Low Concentration
Low Volatility

ProShares UltraPro S&P500

UPRO - PCX
A
$89.85 +3.90 (4.54%)
Leveraged Equities
Equity
AUM: $3,577M
Expense Ratio: 0.92% (Very Low)
Volume: 8.0M (High)
Issuer: Proshare Advisors LLC
Holdings: 511
Inception: 2009-06-23 (15 years)
Neutral Momentum
Medium AUM
Very Low Concentration
High Volatility