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.
Key characteristics
| EQNR | VDE | |
|---|---|---|
| YTD Return | -14.96% | 11.98% |
| 1Y Return | -2.50% | 16.39% |
| 3Y Return (Ann) | 14.59% | 29.03% |
| 5Y Return (Ann) | 9.10% | 13.32% |
| 10Y Return (Ann) | 2.86% | 3.18% |
| Sharpe Ratio | -0.10 | 0.77 |
| Daily Std Dev | 28.96% | 19.52% |
| Max Drawdown | -68.34% | -74.16% |
| Current Drawdown | -30.52% | -4.64% |
Correlation
The correlation between EQNR and VDE is 0.75, 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
In the year-to-date period, EQNR achieves a -14.96% return, which is significantly lower than VDE's 11.98% return. Over the past 10 years, EQNR has underperformed VDE with an annualized return of 2.86%, while VDE has yielded a comparatively higher 3.18% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 5.43%, more than VDE's 2.96% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 5.43% | 5.83% | 4.13% | 2.24% | 4.32% | 4.85% | 3.13% | 2.99% | 3.54% | 4.85% | 7.34% | 3.56% |
VDE Vanguard Energy ETF | 2.96% | 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 -68.34%, 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 5.38% compared to Vanguard Energy ETF (VDE) at 4.70%. 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.