VDE vs. IXC
Compare and contrast key facts about Vanguard Energy ETF (VDE) and iShares Global Energy ETF (IXC).
VDE and IXC are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. IXC is a passively managed fund by iShares that tracks the performance of the S&P Global Energy Sector Index. It was launched on Nov 16, 2001. Both VDE and IXC are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VDE or IXC.
Correlation
The correlation between VDE and IXC is 0.62, 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
VDE vs. IXC - Performance Comparison
Key characteristics
VDE:
-0.37
IXC:
-0.43
VDE:
-0.34
IXC:
-0.43
VDE:
0.95
IXC:
0.94
VDE:
-0.45
IXC:
-0.50
VDE:
-1.23
IXC:
-1.52
VDE:
7.79%
IXC:
6.22%
VDE:
25.35%
IXC:
22.05%
VDE:
-74.16%
IXC:
-67.88%
VDE:
-15.24%
IXC:
-12.41%
Returns By Period
In the year-to-date period, VDE achieves a -5.19% return, which is significantly lower than IXC's -1.68% return. Over the past 10 years, VDE has underperformed IXC with an annualized return of 3.70%, while IXC has yielded a comparatively higher 4.03% annualized return.
VDE
-5.19%
7.85%
-11.24%
-9.39%
22.10%
3.70%
IXC
-1.68%
8.22%
-8.71%
-9.35%
18.48%
4.03%
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VDE vs. IXC - Expense Ratio Comparison
VDE has a 0.10% expense ratio, which is lower than IXC's 0.46% expense ratio.
Risk-Adjusted Performance
VDE vs. IXC — Risk-Adjusted Performance Rank
VDE
IXC
VDE vs. IXC - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy ETF (VDE) and iShares Global Energy ETF (IXC). 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
VDE vs. IXC - Dividend Comparison
VDE's dividend yield for the trailing twelve months is around 3.43%, less than IXC's 4.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDE Vanguard Energy ETF | 3.43% | 3.23% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
IXC iShares Global Energy ETF | 4.64% | 4.57% | 3.45% | 4.76% | 3.98% | 4.86% | 7.00% | 3.51% | 3.05% | 2.86% | 3.77% | 3.02% |
Drawdowns
VDE vs. IXC - Drawdown Comparison
The maximum VDE drawdown since its inception was -74.16%, which is greater than IXC's maximum drawdown of -67.88%. Use the drawdown chart below to compare losses from any high point for VDE and IXC. For additional features, visit the drawdowns tool.
Volatility
VDE vs. IXC - Volatility Comparison
Vanguard Energy ETF (VDE) has a higher volatility of 12.42% compared to iShares Global Energy ETF (IXC) at 10.83%. This indicates that VDE's price experiences larger fluctuations and is considered to be riskier than IXC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.