Market Research Data

VIG Correlation & Overlap

Fund Strategy Analysis

Vanguard Dividend Appreciation ETF (VIG) is a key instrument in the Dividend Growth category. As a key Dividend Growth instrument, VIG plays a central role in many portfolios. The metrics below display its historical correlation with other funds to assist in Section 1091 compliance research.

Note: This page summarizes historical similarity metrics and does not assess tax treatment or regulatory outcomes.

Top Correlated ETFs

Dividend Growth

DGRO

CORR ≥ 0.95*

96.0%

Correlation

DGRO and VIG share a specific relationship in their market behavior. The key distinction for tax purposes often lies in their divergent index methodologies despite high correlation.

Overlap: ~55%

Yahoo Finance ↗View DGRO Analysis →

SDY

CORR ≥ 0.95*

92.0%

Correlation

SDY and VIG share a specific relationship in their market behavior. The key distinction for tax purposes often lies in their divergent index methodologies despite high correlation.

Overlap: ~35%

Yahoo Finance ↗View SDY Analysis →

NOBL

CORR ≥ 0.95*

91.0%

Correlation

With approximately 30% overlap in holdings, NOBL and VIG exhibit highly synchronized price behavior. This structural similarity is a key data point for tax-loss harvesting research.

Overlap: ~30%

Yahoo Finance ↗View NOBL Analysis →

Note on Overlap: Estimates are based on the most recent publicly disclosed holdings. Leveraged/Inverse products often use swaps resulting in low physical overlap despite high correlation.

Benchmark Similarity: ETFs tracking similar broad-market or sector-specific benchmarks often exhibit extremely high correlation. Investors typically review additional factors such as index methodology when evaluating similarity.

* Correlation calculated using 2-year daily price returns.

Wash Sale Re-Entry Date (Reference Tool)

If you sold VIG at a loss, U.S. wash sale rules generally restrict repurchasing the same or a substantially identical security within 30 days.

Sale Date

*For informational purposes only. Consult a tax professional regarding IRC §1091. This tool calculates the 31st day following a sale.

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VOO Metrics IVV Metrics SPY Metrics QQQ Metrics VTI Metrics

What is Correlation?

Correlation measures the historical relationship between two assets. A value of 1.00 (100%) means they move perfectly in sync. For tax loss harvesting, high correlation is generally desired to stay in the market while realizing a loss.

Index Methodology

Under the wash sale rule, "substantially identical" assets are disallowed for loss claims. Many investors argue that ETFs tracking different indices (e.g., S&P 500 vs. Russell 1000) are not substantially identical.

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