BCD vs. VDE
Compare and contrast key facts about abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) and Vanguard Energy ETF (VDE).
BCD and VDE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. BCD is an actively managed fund by Abrdn Plc. It was launched on Mar 30, 2017. VDE is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Energy 25/50 Index. It was launched on Sep 23, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCD or VDE.
Key characteristics
| BCD | VDE | |
|---|---|---|
| YTD Return | 6.57% | 15.02% |
| 1Y Return | 3.49% | 19.19% |
| 3Y Return (Ann) | 10.88% | 31.77% |
| 5Y Return (Ann) | 10.50% | 12.93% |
| Sharpe Ratio | 0.17 | 0.86 |
| Daily Std Dev | 12.23% | 19.48% |
| Max Drawdown | -29.79% | -74.16% |
| Current Drawdown | -15.17% | -2.05% |
Correlation
The correlation between BCD and VDE is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
BCD vs. VDE - Performance Comparison
In the year-to-date period, BCD achieves a 6.57% return, which is significantly lower than VDE's 15.02% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
BCD vs. VDE - Expense Ratio Comparison
BCD has a 0.29% expense ratio, which is higher than VDE's 0.10% expense ratio.
Risk-Adjusted Performance
BCD vs. VDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) and Vanguard Energy ETF (VDE). 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.
Dividends
BCD vs. VDE - Dividend Comparison
BCD's dividend yield for the trailing twelve months is around 4.23%, more than VDE's 2.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 4.23% | 4.51% | 5.21% | 8.30% | 1.29% | 1.55% | 1.59% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% |
VDE Vanguard Energy ETF | 2.88% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% | 1.74% |
Drawdowns
BCD vs. VDE - Drawdown Comparison
The maximum BCD drawdown since its inception was -29.79%, smaller than the maximum VDE drawdown of -74.16%. Use the drawdown chart below to compare losses from any high point for BCD and VDE. For additional features, visit the drawdowns tool.
Volatility
BCD vs. VDE - Volatility Comparison
The current volatility for abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF (BCD) is 2.41%, while Vanguard Energy ETF (VDE) has a volatility of 3.69%. This indicates that BCD experiences smaller price fluctuations and is considered to be less risky than VDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.