Performance
VDE vs. XLE - Performance Comparison
In the year-to-date period, VDE achieves a 3.18% return, which is significantly lower than XLE's 3.74% return. Over the past 10 years, VDE has underperformed XLE with an annualized return of 2.15%, while XLE has yielded a comparatively higher 2.84% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
VDE
XLE
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VDE vs. XLE - Expense Ratio Comparison
VDE has a 0.10% expense ratio, which is lower than XLE's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VDE vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy ETF (VDE) and Energy Select Sector SPDR Fund (XLE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
VDE vs. XLE - Sharpe Ratio Comparison
The current VDE Sharpe Ratio is -0.25, which roughly equals the XLE Sharpe Ratio of -0.23. The chart below compares the 12-month rolling Sharpe Ratio of VDE and XLE.
VDE
XLE
Dividends
VDE vs. XLE - Dividend Comparison
VDE's dividend yield for the trailing twelve months is around 3.21%, less than XLE's 3.42% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDE Vanguard Energy ETF | 3.21% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% | 1.74% |
XLE Energy Select Sector SPDR Fund | 3.42% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% | 1.73% |
Drawdowns
VDE vs. XLE - Drawdown Comparison
The maximum VDE drawdown since its inception was -74.16%, roughly equal to the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for VDE and XLE. For additional features, visit the drawdowns tool.
VDE
XLE
Volatility
VDE vs. XLE - Volatility Comparison
Vanguard Energy ETF (VDE) and Energy Select Sector SPDR Fund (XLE) have volatilities of 5.74% and 5.63%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
VDE
XLE
