EQNR vs. VDE
Compare and contrast key facts about Equinor ASA (EQNR) and Vanguard Energy ETF (VDE).
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: EQNR or VDE.
Correlation
The correlation between EQNR and VDE is 0.74, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EQNR vs. VDE - Performance Comparison
Key characteristics
EQNR:
-0.79
VDE:
0.18
EQNR:
-0.96
VDE:
0.36
EQNR:
0.88
VDE:
1.04
EQNR:
-0.61
VDE:
0.24
EQNR:
-1.57
VDE:
0.55
EQNR:
13.70%
VDE:
5.80%
EQNR:
27.15%
VDE:
18.11%
EQNR:
-66.92%
VDE:
-74.16%
EQNR:
-33.95%
VDE:
-13.23%
Returns By Period
In the year-to-date period, EQNR achieves a -21.47% return, which is significantly lower than VDE's 3.61% return.
EQNR
-21.47%
-6.00%
-15.07%
-20.08%
9.37%
N/A
VDE
3.61%
-11.39%
-2.91%
1.92%
12.32%
3.96%
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Risk-Adjusted Performance
EQNR vs. VDE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) 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
EQNR vs. VDE - Dividend Comparison
EQNR's dividend yield for the trailing twelve months is around 12.97%, more than VDE's 3.33% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 12.97% | 8.85% | 4.13% | 2.24% | 4.32% | 4.85% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VDE Vanguard Energy ETF | 3.33% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% | 1.74% |
Drawdowns
EQNR vs. VDE - Drawdown Comparison
The maximum EQNR drawdown since its inception was -66.92%, smaller than the maximum VDE drawdown of -74.16%. Use the drawdown chart below to compare losses from any high point for EQNR and VDE. For additional features, visit the drawdowns tool.
Volatility
EQNR vs. VDE - Volatility Comparison
Equinor ASA (EQNR) has a higher volatility of 9.86% compared to Vanguard Energy ETF (VDE) at 5.10%. This indicates that EQNR's price experiences larger fluctuations and is considered to be riskier than VDE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.