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GXPE vs. VDE
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

GXPE vs. VDE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Global X PureCap MSCI Energy ETF (GXPE) and Vanguard Energy ETF (VDE). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

The year-to-date returns for both investments are quite close, with GXPE having a 34.48% return and VDE slightly higher at 35.06%.


GXPE

1D
0.83%
1M
12.27%
6M
17.67%
YTD
34.48%
1Y
42.07%
3Y*
5Y*
10Y*
ALL TIME*
39.70%

VDE

1D
1.02%
1M
11.65%
6M
18.28%
YTD
35.06%
1Y
43.90%
3Y*
14.78%
5Y*
23.63%
10Y*
10.12%
ALL TIME*
8.33%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$27.82K$19.84K$23.45K
$73.73M$73.82M$109.36M

GXPE vs. VDE - Yearly Performance Comparison


2026 (YTD)2025
GXPE
Global X PureCap MSCI Energy ETF
34.48%4.62%
VDE
Vanguard Energy ETF
35.06%6.69%

Correlation

The correlation between GXPE and VDE is 0.99 - they have historically moved very closely together. At this level, their price movements offset little of one another.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.99

Correlation (All Time)
Calculated using the full available price history since Jul 23, 2025

0.98

The correlation between GXPE and VDE has been stable across timeframes, ranging from 0.98 to 0.99 - a consistent structural relationship.

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Return for Risk

GXPE vs. VDE — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

GXPE
GXPE Risk / Return Rank: 7373
Overall Rank
GXPE Sharpe Ratio Rank: 8383
Sharpe Ratio Rank
GXPE Sortino Ratio Rank: 7777
Sortino Ratio Rank
GXPE Omega Ratio Rank: 7575
Omega Ratio Rank
GXPE Calmar Ratio Rank: 7272
Calmar Ratio Rank
GXPE Martin Ratio Rank: 5656
Martin Ratio Rank

VDE
VDE Risk / Return Rank: 7676
Overall Rank
VDE Sharpe Ratio Rank: 8585
Sharpe Ratio Rank
VDE Sortino Ratio Rank: 7979
Sortino Ratio Rank
VDE Omega Ratio Rank: 7777
Omega Ratio Rank
VDE Calmar Ratio Rank: 7878
Calmar Ratio Rank
VDE Martin Ratio Rank: 6262
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

GXPE vs. VDE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Global X PureCap MSCI Energy ETF (GXPE) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


GXPEVDEDifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.04

Omega ratioGain probability vs. loss probability

1.31

1.32

-0.01

Calmar ratioReturn relative to maximum drawdown

2.54

2.75

-0.21

Martin ratioReturn relative to average drawdown

6.75

7.42

-0.67

GXPE vs. VDE - Sharpe Ratio Comparison

The current GXPE Sharpe Ratio is 1.92, which is comparable to the VDE Sharpe Ratio of 1.98. The chart below compares the historical Sharpe Ratios of GXPE and VDE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

GXPE vs. VDE - Drawdown Comparison

The maximum GXPE drawdown since its inception was -15.73%, smaller than the maximum VDE drawdown of -74.20%. Use the drawdown chart below to compare losses from any high point for GXPE and VDE.


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Drawdown Indicators


GXPEVDEDifference

Max Drawdown

Largest peak-to-trough decline

-15.73%

-74.20%

+58.47%

Max Drawdown (1Y)

Largest decline over 1 year

-15.73%

-15.04%

-0.69%

Max Drawdown (3Y)

Largest decline over 3 years

-21.41%

Max Drawdown (5Y)

Largest decline over 5 years

-26.58%

Max Drawdown (10Y)

Largest decline over 10 years

-69.29%

Current Drawdown

Current decline from peak

-4.53%

-4.44%

-0.09%

Average Drawdown

Average peak-to-trough decline

-4.28%

-19.89%

+15.61%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.93%

5.59%

+0.34%

Volatility

GXPE vs. VDE - Volatility Comparison

Global X PureCap MSCI Energy ETF (GXPE) and Vanguard Energy ETF (VDE) have volatilities of 5.85% and 5.99%, 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.


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Volatility by Period


GXPEVDEDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.85%

5.99%

-0.14%

Volatility (6M)

Calculated over the trailing 6-month period

16.76%

16.66%

+0.10%

Volatility (1Y)

Calculated over the trailing 1-year period

20.77%

20.95%

-0.18%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

20.64%

26.14%

-5.50%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.64%

29.90%

-9.26%

GXPE vs. VDE - Expense Ratio Comparison

GXPE has a 0.15% expense ratio, which is higher than VDE's 0.09% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.


Dividends

GXPE vs. VDE - Dividend Comparison

GXPE's dividend yield for the trailing twelve months is around 2.07%, less than VDE's 2.40% yield.


PositionTTM20252024202320222021202020192018201720162015
GXPE
Global X PureCap MSCI Energy ETF
2.07%1.20%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VDE
Vanguard Energy ETF
2.40%3.11%3.23%3.34%3.65%4.13%4.76%3.42%3.35%2.90%2.31%3.17%

Frequently Asked Questions


With a correlation of 0.99, GXPE and VDE move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.

VDE has higher volatility (5.99%) compared to GXPE (5.85%). In terms of maximum drawdown, GXPE dropped -15.73% vs VDE's -74.20%.

On 1-year performance, VDE leads with 43.90% vs 42.07% for GXPE. On fees, VDE is cheaper at 0.09% per year. On volatility, GXPE has been the lower-risk option at 5.85%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 1-year period, VDE has performed better with a 43.90% return vs 42.07%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

VDE is cheaper with a 0.09% expense ratio, compared with 0.15% for GXPE.

VDE has the higher dividend yield at 2.40%, compared with 2.07% for GXPE.

GXPE tracks MSCI USA Energy PureCap Index, while VDE tracks MSCI US Investable Market Energy 25/50 Index. They also come from different issuers: Global X and Vanguard. Their fees differ too: 0.15% for GXPE and 0.09% for VDE.

VDE currently has the higher Sharpe Ratio (1.98 vs 1.92), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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