投資は人を成長させるをコンセプトにしているブロガー、Youtuber、40代サラリーマン投資家ぐりっとです。
VIGの2023年Q1(3月)の配当金が発表されました。
2023年Q1(1月)の配当実績は$0.748900でした。(ブログ内で$075と記載しています)
2022年Q1は$0.693900(ブログ内では$0.69と記載)、前年同期比7.94%増配になりました。
さすがVIGさまですね
増配率は以下のように計算できます。
増配率 = (今年度配当金 – 前年度配当金)/ 前年度配当金
増配率 = (0.7489 – 0.6939)/ 0.6939 = 0.0794
増配率は約7.94%です。
2023年の市場はS&P500に優位に働いています
参考サイト
VIGの投資成績を詳しく知りたい人はバンガード社・Bloombergのウエイブサイトを参考にしてください。
2023年Q1の成績一覧表 あわせて読みたい
ここからは2023年Q1をこれからも更新していきます。
VIG 概要
銘柄名:Vanguard Dividend Appreciation ETF
銘柄構成数:291
運用会社:バンガード社
設定日:2006年4月21日
経費率:年率0.06%
配当利回り
ベンチマーク:MSCI USインベスタブル・マーケット・エネルギー・インデックス
1年トータルリターン:-5.15%
3年トータルリターン:20.82%
5年トータルリターン:10.57%
構成銘柄
1 | UnitedHealth Group Incorporated | 3.71% |
2 | Microsoft Corporation | 3.57% |
3 | JPMorgan Chase & Co. | 3.51% |
4 | Johnson & Johnson | 3.34% |
5 | Visa Inc. Class A | 2.90% |
6 | Procter & Gamble Company | 2.74% |
7 | Home Depot, Inc. | 2.56% |
8 | Mastercard Incorporated Class A | 2.53% |
9 | Broadcom Inc. | 2.00% |
10 | PepsiCo, Inc. | 1.99% |
11 | Coca-Cola Company | 1.93% |
12 | Costco Wholesale Corporation | 1.78% |
13 | Walmart Inc. | 1.68% |
14 | Cisco Systems, Inc. | 1.66% |
15 | McDonald’s Corporation | 1.61% |
16 | Abbott Laboratories | 1.48% |
17 | Linde plc | 1.44% |
18 | Accenture Plc Class A | 1.39% |
19 | Comcast Corporation Class A | 1.35% |
20 | Texas Instruments Incorporated | 1.30% |
21 | NIKE, Inc. Class B | 1.25% |
22 | Bristol-Myers Squibb Company | 1.24% |
23 | NextEra Energy, Inc. | 1.18% |
24 | QUALCOMM Incorporated | 1.15% |
25 | Oracle Corporation | 1.15% |
26 | United Parcel Service, Inc. Class B | 1.11% |
27 | Lowe’s Companies, Inc. | 1.09% |
28 | Honeywell International Inc. | 1.08% |
29 | Union Pacific Corporation | 1.07% |
30 | Caterpillar Inc. | 1.04% |
31 | Starbucks Corporation | 1.00% |
32 | Goldman Sachs Group, Inc. | 0.99% |
33 | Intuit Inc. | 0.96% |
34 | S&P Global, Inc. | 0.95% |
35 | Elevance Health, Inc. | 0.94% |
36 | Lockheed Martin Corporation | 0.93% |
37 | Medtronic Plc | 0.92% |
38 | BlackRock, Inc. | 0.86% |
39 | Analog Devices, Inc. | 0.81% |
40 | Automatic Data Processing, Inc. | 0.76% |
41 | Stryker Corporation | 0.74% |
42 | Chubb Limited | 0.73% |
43 | Marsh & McLennan Companies, Inc. | 0.67% |
44 | Target Corporation | 0.66% |
45 | Eaton Corp. Plc | 0.58% |
46 | Northrop Grumman Corp. | 0.57% |
47 | Becton, Dickinson and Company | 0.56% |
48 | CME Group Inc. Class A | 0.56% |
49 | Illinois Tool Works Inc. | 0.54% |
50 | Aon Plc Class A | 0.54% |
51 | PNC Financial Services Group, Inc. | 0.53% |
52 | CSX Corporation | 0.53% |
53 | Air Products and Chemicals, Inc. | 0.53% |
54 | Humana Inc. | 0.52% |
55 | Truist Financial Corporation | 0.52% |
56 | Colgate-Palmolive Company | 0.51% |
57 | Waste Management, Inc. | 0.47% |
58 | Activision Blizzard, Inc. | 0.45% |
59 | KLA Corporation | 0.45% |
60 | Sherwin-Williams Company | 0.44% |
61 | General Dynamics Corporation | 0.43% |
62 | McKesson Corporation | 0.42% |
63 | Emerson Electric Co. | 0.41% |
64 | Amphenol Corporation Class A | 0.38% |
65 | Moody’s Corporation | 0.38% |
66 | Roper Technologies, Inc. | 0.38% |
67 | Nucor Corporation | 0.38% |
68 | Microchip Technology Incorporated | 0.37% |
69 | Travelers Companies, Inc. | 0.37% |
70 | Motorola Solutions, Inc. | 0.37% |
71 | Archer-Daniels-Midland Company | 0.36% |
72 | TE Connectivity Ltd. | 0.34% |
73 | L3Harris Technologies Inc | 0.34% |
74 | Ecolab Inc. | 0.33% |
75 | Arthur J. Gallagher & Co. | 0.33% |
76 | Aflac Incorporated | 0.33% |
77 | Bank of New York Mellon Corp | 0.32% |
78 | Sysco Corporation | 0.32% |
79 | Cintas Corporation | 0.31% |
80 | Ameriprise Financial, Inc. | 0.31% |
81 | Paychex, Inc. | 0.30% |
82 | Xcel Energy Inc. | 0.29% |
83 | Hershey Company | 0.29% |
84 | Allstate Corporation | 0.29% |
85 | Cummins Inc. | 0.29% |
86 | Rockwell Automation, Inc. | 0.28% |
87 | State Street Corporation | 0.27% |
88 | Discover Financial Services | 0.26% |
89 | PPG Industries, Inc. | 0.26% |
90 | W.W. Grainger, Inc. | 0.25% |
91 | Albemarle Corporation | 0.25% |
92 | Fastenal Company | 0.25% |
93 | WEC Energy Group Inc | 0.23% |
94 | HP Inc. | 0.23% |
95 | Vanguard Cash Management Market Liquidity Fund | 0.22% |
96 | Corning Inc | 0.22% |
97 | Republic Services, Inc. | 0.22% |
98 | Eversource Energy | 0.22% |
99 | Tractor Supply Company | 0.21% |
100 | American Water Works Company, Inc. | 0.21% |
101 | AmerisourceBergen Corporation | 0.21% |
102 | Genuine Parts Company | 0.21% |
103 | Fifth Third Bancorp | 0.21% |
104 | T. Rowe Price Group | 0.21% |
105 | International Flavors & Fragrances Inc. | 0.20% |
106 | West Pharmaceutical Services, Inc. | 0.20% |
107 | Kroger Co. | 0.18% |
108 | DTE Energy Company | 0.18% |
109 | Dover Corporation | 0.18% |
110 | Raymond James Financial, Inc. | 0.17% |
111 | Church & Dwight Co., Inc. | 0.17% |
112 | Clorox Company | 0.16% |
113 | Cincinnati Financial Corporation | 0.16% |
114 | STERIS Plc | 0.16% |
115 | McCormick & Company, Incorporated | 0.16% |
116 | Xylem Inc. | 0.15% |
117 | Tyson Foods, Inc. Class A | 0.14% |
118 | CMS Energy Corporation | 0.14% |
119 | Best Buy Co., Inc. | 0.14% |
120 | IDEX Corporation | 0.14% |
121 | Expeditors International of Washington, Inc. | 0.14% |
122 | Broadridge Financial Solutions, Inc. | 0.14% |
123 | Quest Diagnostics Incorporated | 0.14% |
124 | J.M. Smucker Company | 0.13% |
125 | FactSet Research Systems Inc. | 0.13% |
126 | Atmos Energy Corporation | 0.13% |
127 | J.B. Hunt Transport Services, Inc. | 0.12% |
128 | Avery Dennison Corporation | 0.12% |
129 | Reliance Steel & Aluminum Co. | 0.12% |
130 | Pool Corporation | 0.12% |
131 | Hubbell Incorporated | 0.11% |
132 | W. R. Berkley Corporation | 0.11% |
133 | Cboe Global Markets Inc | 0.11% |
134 | Carlisle Companies Incorporated | 0.11% |
135 | Snap-on Incorporated | 0.11% |
136 | Brown & Brown, Inc. | 0.11% |
137 | Hormel Foods Corporation | 0.11% |
138 | Alliant Energy Corp | 0.11% |
139 | MarketAxess Holdings Inc. | 0.11% |
140 | Packaging Corporation of America | 0.11% |
141 | Stanley Black & Decker, Inc. | 0.11% |
142 | Jack Henry & Associates, Inc. | 0.10% |
143 | Brown-Forman Corporation Class B | 0.10% |
144 | Nordson Corporation | 0.10% |
145 | C.H. Robinson Worldwide, Inc. | 0.10% |
146 | Graco Inc. | 0.10% |
147 | Toro Company | 0.10% |
148 | Celanese Corporation | 0.10% |
149 | RPM International Inc. | 0.10% |
150 | Globe Life Inc. | 0.09% |
151 | Texas Pacific Land Corporation | 0.09% |
152 | Eastman Chemical Company | 0.09% |
153 | Regal Rexnord Corporation | 0.09% |
154 | Service Corporation International | 0.09% |
155 | Essential Utilities, Inc. | 0.09% |
156 | Allegion Public Limited Company | 0.08% |
157 | RenaissanceRe Holdings Ltd. | 0.08% |
158 | Reinsurance Group of America, Incorporated | 0.08% |
159 | Lincoln Electric Holdings, Inc. | 0.08% |
160 | American Financial Group, Inc. | 0.08% |
161 | Pentair plc | 0.08% |
162 | HEICO Corporation Class A | 0.07% |
163 | Robert Half International Inc. | 0.07% |
164 | Williams-Sonoma, Inc. | 0.07% |
165 | A. O. Smith Corporation | 0.07% |
166 | Cullen/Frost Bankers, Inc. | 0.07% |
167 | Lennox International Inc. | 0.07% |
168 | Churchill Downs Incorporated | 0.07% |
169 | Royal Gold, Inc. | 0.06% |
170 | Donaldson Company, Inc. | 0.06% |
171 | Casey’s General Stores, Inc. | 0.06% |
172 | Chemed Corporation | 0.06% |
173 | Whirlpool Corporation | 0.06% |
174 | AptarGroup, Inc. | 0.06% |
175 | Commerce Bancshares, Inc. | 0.06% |
176 | Primerica, Inc. | 0.06% |
177 | Lithia Motors, Inc. | 0.06% |
178 | Assurant, Inc. | 0.06% |
179 | Prosperity Bancshares, Inc.(R) | 0.06% |
180 | Gentex Corporation | 0.06% |
181 | HEICO Corporation | 0.06% |
182 | Ingredion Incorporated | 0.05% |
183 | MDU Resources Group Inc | 0.05% |
184 | Littelfuse, Inc. | 0.05% |
185 | SEI Investments Company | 0.05% |
186 | Polaris Inc. | 0.05% |
187 | SouthState Corporation | 0.05% |
188 | Erie Indemnity Company Class A | 0.05% |
189 | Sonoco Products Company | 0.05% |
190 | RLI Corp. | 0.05% |
191 | Applied Industrial Technologies, Inc. | 0.05% |
192 | Ashland Inc. | 0.04% |
193 | National Fuel Gas Company | 0.04% |
194 | IDACORP, Inc. | 0.04% |
195 | Morningstar, Inc. | 0.04% |
196 | Perrigo Co. Plc | 0.04% |
197 | Bank OZK | 0.04% |
198 | Lincoln National Corp | 0.04% |
199 | Ensign Group, Inc. | 0.04% |
200 | Hanover Insurance Group, Inc. | 0.04% |
201 | MSA Safety, Inc. | 0.04% |
202 | New Jersey Resources Corporation | 0.04% |
203 | Ryder System, Inc. | 0.04% |
204 | Thor Industries, Inc. | 0.04% |
205 | First Financial Bankshares Inc | 0.04% |
206 | Evercore Inc. Class A | 0.04% |
207 | Axis Capital Holdings Limited | 0.04% |
208 | Home BancShares, Inc. | 0.04% |
209 | Cabot Corporation | 0.04% |
210 | Silgan Holdings Inc. | 0.04% |
211 | Insperity, Inc. | 0.04% |
212 | ONE Gas, Inc. | 0.04% |
213 | ManpowerGroup Inc. | 0.04% |
214 | Balchem Corp | 0.03% |
215 | Westlake Corporation | 0.03% |
216 | UMB Financial Corporation | 0.03% |
217 | GATX Corporation | 0.03% |
218 | Lancaster Colony Corporation | 0.03% |
219 | Assured Guaranty Ltd. | 0.03% |
220 | Avient Corporation | 0.03% |
221 | Franklin Electric Co., Inc. | 0.03% |
222 | H.B. Fuller Company | 0.03% |
223 | Independent Bank Corp. | 0.03% |
224 | Badger Meter, Inc. | 0.03% |
225 | Scotts Miracle-Gro Company Class A | 0.03% |
226 | American States Water Company | 0.03% |
227 | Community Bank System, Inc. | 0.03% |
228 | Hillenbrand, Inc. | 0.03% |
229 | ABM Industries Incorporated | 0.03% |
230 | Sensient Technologies Corporation | 0.03% |
231 | California Water Service Group | 0.03% |
232 | BOK Financial Corporation | 0.03% |
233 | American Equity Investment Life Holding Company | 0.02% |
234 | Simmons First National Corporation Class A | 0.02% |
235 | Atlantic Union Bankshares Corporation | 0.02% |
236 | Quaker Houghton | 0.02% |
237 | Brady Corporation Class A | 0.02% |
238 | MGE Energy, Inc. | 0.02% |
239 | International Bancshares Corporation | 0.02% |
240 | McGrath RentCorp | 0.02% |
241 | First Merchants Corporation | 0.02% |
242 | WD-40 Company | 0.02% |
243 | Trinity Industries, Inc. | 0.02% |
244 | Chesapeake Utilities Corporation | 0.02% |
245 | Stepan Co | 0.02% |
246 | J & J Snack Foods Corp. | 0.02% |
247 | SJW Group | 0.02% |
248 | TowneBank | 0.02% |
249 | Nu Skin Enterprises, Inc. Class A | 0.02% |
250 | John Wiley & Sons, Inc. Class A | 0.02% |
251 | Embecta Corporation | 0.02% |
252 | Worthington Industries, Inc. | 0.02% |
253 | Lakeland Financial Corporation | 0.02% |
254 | Cohen & Steers, Inc. | 0.01% |
255 | Griffon Corporation | 0.01% |
256 | Stock Yards Bancorp, Inc. | 0.01% |
257 | Lindsay Corporation | 0.01% |
258 | BancFirst Corporation | 0.01% |
259 | Monro Inc | 0.01% |
260 | Horace Mann Educators Corporation | 0.01% |
261 | Westamerica Bancorporation | 0.01% |
262 | Sandy Spring Bancorp, Inc. | 0.01% |
263 | Andersons, Inc. | 0.01% |
264 | Standex International Corporation | 0.01% |
265 | Middlesex Water Company | 0.01% |
266 | Federal Agricultural Mortgage Corporation Class C | 0.01% |
267 | Tennant Company | 0.01% |
268 | Dillard’s, Inc. Class A | 0.01% |
269 | Lakeland Bancorp, Inc. | 0.01% |
270 | Matthews International Corporation Class A | 0.01% |
271 | Southside Bancshares, Inc. | 0.01% |
272 | Apogee Enterprises, Inc. | 0.01% |
273 | LeMaitre Vascular, Inc. | 0.01% |
274 | Tompkins Financial Corporation | 0.01% |
275 | SpartanNash Company | 0.01% |
276 | Douglas Dynamics, Inc. | 0.01% |
277 | 1st Source Corporation | 0.01% |
278 | Tootsie Roll Industries, Inc. | 0.01% |
279 | Hawkins, Inc. | 0.01% |
280 | Atrion Corporation | 0.01% |
281 | National HealthCare Corporation | 0.01% |
282 | Gorman-Rupp Company | 0.01% |
283 | York Water Company | 0.01% |
284 | Cass Information Systems, Inc. | 0.00% |
285 | Horizon Bancorp, Inc. | 0.00% |
286 | First Financial Corporation | 0.00% |
287 | Aaron’s Company Inc | 0.00% |
288 | Bank of Marin Bancorp | 0.00% |
289 | Southern Missouri Bancorp, Inc. | 0.00% |
290 | U.S. Dollar | 0.00% |
291 | V.F. Corporation | 0.00% |
VIGチャート・配当金・配当利回り
配当金
Q1 | Q2 | Q3 | Q4 | Annual | 増配率 | |
2006 | $0.10 | $0.18 | $0.25 | $0.50 | ||
2007 | $0.18 | $0.19 | $0.22 | $0.28 | $0.87 | 74.0% |
2008 | $0.22 | $0.28 | $0.27 | $0.26 | $1.03 | 18.4% |
2009 | $0.28 | $0.23 | $0.23 | $0.24 | $0.98 | -4.9% |
2010 | $0.23 | $0.25 | $0.27 | $0.31 | $1.05 | 7.1% |
2011 | $0.27 | $0.28 | $0.29 | $0.33 | $1.17 | 11.4% |
2012 | $0.27 | $0.32 | $0.32 | $0.50 | $1.41 | 20.5% |
2013 | $0.29 | $0.35 | $0.36 | $0.40 | $1.39 | -1.4% |
2014 | $0.33 | $0.41 | $0.39 | $0.46 | $1.59 | 14.4% |
2015 | $0.46 | $0.44 | $0.44 | $0.48 | $1.82 | 14.5% |
2016 | $0.41 | $0.45 | $0.39 | $0.58 | $1.83 | 0.5% |
2017 | $0.43 | $0.52 | $0.43 | $0.55 | $1.92 | 4.9% |
2018 | $0.40 | $0.57 | $0.50 | $0.58 | $2.04 | 6.3% |
2019 | $0.51 | $0.47 | $0.55 | $0.60 | $2.13 | 4.4% |
2020 | $0.47 | $0.60 | $0.56 | $0.66 | $2.30 | 8.0% |
2021 | $0.51 | $0.68 | $0.70 | $0.77 | $2.66 | 15.7% |
2022 | $0.69 | $0.69 | $0.72 | $0.87 | $2.97 | 11.7% |
2023 | $0.75 | $0.75 |
今回の発表は、この部分です。
まとめ
・2023年Q1は7.94%増配。
・増配株の特徴として右肩上がりは安心感がある。
・ただしS&P500と比較すると2023年ではリターンで劣勢。
・長期的な視野で静観していく
雑談(サラリーマン投資家ぐりっと目線)
私は2020年にVIGを購入しましたが、最近はVYMを中心に積立投資を行っています。
配当目的で投資をする場合、VYMの方が成績が良く、安定しているように感じます。
ただ海外ではVIGが人気のETFであり、今後の動向にも注目しています。
ETFについて興味を持っている方は、私たちのTwitterアカウントで最新情報を発信しています。
また私たちのブログでは他のETFについてもまとめていますので、参考になれば嬉しいです。
投資は、投資家が自己の責任で行う行為であることを忘れてはなりません。投資には、市場の変動やリスクが伴います。そのため、投資家は自己責任に基づいて、リスクを認識し、投資に関する情報を十分に収集して判断する必要があります。また、投資に関する決定は、投資家自身が行い、その結果に対する責任も負わなければなりません。投資家は、自己の投資目的やリスク許容度を考慮し、自己の資金を適切に管理する必要があります。投資は、将来の利益を得ることができる可能性がありますが、一方で損失を被る可能性もあります。そのため、投資家は自己責任に基づいて投資を行い、損失を最小限に抑えるために十分な注意を払うことが重要です。
関連記事:あわせて読みたい
当ブログでは、2023年のQ1に行われたETF決算についてまとめた記事を掲載しています。
さらに、市場に関する新しい発見や勉強になる情報を提供するため、幅広いトピックについて記事を執筆しています。
また、SEO対策にも力を入れており、検索エンジンでの上位表示を目指しています。私たちの記事を読んでいただくことで、より多くの方に投資に関する知識を広めることができると考えています。
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