미국 ETF/주식VIGETF

Vanguard Dividend Appreciation ETF 계산기

VIG is an ETF profile used to attach reviewed context to calculator entry flows.

비중을 볼 때 확인할 점

  • Used to provide reviewed context in portfolio calculator entry flows.
  • Check exposure, costs, and overlap before using it in a portfolio.

리밸런싱 전 리스크

  • It can lose value depending on market conditions.
  • Costs, concentration, and tracking behavior should be reviewed before use.

계산기에서 확인하는 순서

  1. 1.Vanguard Dividend Appreciation ETF를 포트폴리오에 추가합니다.
  2. 2.보유 수량, 현금, 목표 비중을 입력합니다.
  3. 3.목표보다 과대·과소 편입인지 보고 매수·매도 필요 수량을 확인합니다.

비중 계산 기준

리밸런싱 계산기는 Vanguard Dividend Appreciation ETF의 현재 평가금액, 포트폴리오 현금, 다른 보유 종목의 평가금액을 함께 놓고 목표 비중과의 차이를 계산합니다. 실제 주문 수량은 현재가, 환율, 거래 수수료, 최소 주문 단위에 따라 달라질 수 있으므로 결과를 주문 전 점검용으로 사용하세요.

이 페이지를 쓰는 상황

신규 매수 전 목표 비중을 정하거나, Vanguard Dividend Appreciation ETF 비중이 커진 뒤 일부를 줄일지 확인할 때 유용합니다. 여러 종목을 함께 보유한다면 단일 수익률보다 전체 포트폴리오에서 차지하는 비중과 변동성 기여도를 먼저 확인하는 편이 안전합니다.

리밸런싱 계산기로 이동종목 비중 최적화
Dividend ETFs

VIG

Vanguard Dividend Appreciation ETF

Loading...live

Price Chart

Vanguard Dividend Appreciation ETF (VIG) is an exchange-traded fund that provides investors with exposure to dividend-paying equities. It carries an expense ratio of 0.06%. The fund offers a dividend yield of approximately 1.68%. The portfolio holds 289 securities.

Category

Dividend ETFs

Dividend Yield

1.68%

Expense Ratio

0.06%

Holdings

289

Dividend History

Loading...

Top Holdings

1Microsoft
2Apple
3Broadcom
4JPMorgan
5UnitedHealth

Key Features

  • •Dividend growth
  • •High-quality companies
  • •Low expense ratio
  • •Stability

Advantages

  • •Continuous dividend growth
  • •Quality company selection
  • •Inflation hedge
  • •Long-term investing

Risks

  • •Underperformance vs. growth stocks
  • •Interest rate sensitive
  • •Sector bias

Rebalancing Strategy

Core dividend strategy; hold long-term; consider combining with SCHD

Also Viewed ETFs

NOBL

ProShares S&P 500 Dividend Aristocrats ETF

ER 0.35%·Yield 2.18%

SCHD

Schwab US Dividend Equity ETF

ER 0.06%·Yield 3.42%

SPHD

Invesco S&P 500 High Dividend Low Volatility ETF

ER 0.3%·Yield 3.41%

VYM

Vanguard High Dividend Yield ETF

ER 0.04%·Yield 2.75%

DIVO

Amplify CWP Enhanced Dividend Income ETF

ER 0.55%·Yield 4.65%

VIG Investment Analysis

VIG (Vanguard Dividend Appreciation ETF) is a Dividend ETFs ETF comprising 289 holdings. It has an expense ratio of 0.06% and a dividend yield of 1.68%. Its very low expense ratio makes it well-suited for long-term investing.

A 1.68% dividend yield provides moderate income. It suits investors seeking a balance between growth and dividends.

VIG can play an important role in your portfolio. It holds a sufficient number of stocks for adequate diversification.

US ETF Investment Notes

A 15% withholding tax applies to US ETF dividends. If annual overseas stock capital gains exceed KRW 2.5 million, a 22% capital gains tax is imposed.

Exchange rate fluctuations affect returns. When the Korean won strengthens, dollar-denominated gains may decrease — consider whether to hedge currency risk.

Brokerage fees for overseas ETF trades vary. If you trade frequently, compare fees across brokerages before choosing one.

Need to rebalance your portfolio?Go to Rebalancing Calculator →