- What does VDADX invest in?
- This affordably priced index fund aims to replicate the performance of an underlying benchmark comprised of American companies with a proven track record of consistently increasing their dividend payouts. It specifically targets financially robust enterprises that demonstrate both the capacity and commitment to sustained dividend growth over an extended period. A notable risk associated with this fund is the potential for dividend-paying equities to yield lower returns than the overall stock market during various timeframes. Additionally, its complete exposure to the equity market means the fund is inherently subject to price fluctuations and market volatility. This fund may be a suitable option for long-term investors who possess a well-diversified portfolio and are seeking both a source of income and exposure to companies renowned for their dividend-focused strategies. To ensure diversification, for 75% of its total assets, the fund operates under specific limitations: it cannot acquire more than 10% of the outstanding voting shares of any single issuer, nor can more than 5% of its total assets be invested in any one company. These restrictions are waived only when necessary to accurately mirror the composition of its target index. It's important to note that these constraints do not apply to obligations issued by the U.S. government, its agencies, or instrumentalities.
- What is the expense ratio of VDADX?
- Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) charges an expense ratio of 0.07%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is VDADX?
- Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) manages $129.60B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is VDADX actively managed or an index fund?
- VDADX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was VDADX launched?
- Vanguard Dividend Appreciation Index Fund Admiral Shares (VDADX) launched in December 2013 and is managed by Vanguard.
- How has VDADX performed?
- VDADX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
