Correlation
The correlation between VDE and XLE 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.
VDE vs. XLE
Compare and contrast key facts about Vanguard Energy ETF (VDE) and Energy Select Sector SPDR Fund (XLE).
VDE and XLE 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. XLE is a passively managed fund by State Street that tracks the performance of the Energy Select Sector Index. It was launched on Dec 16, 1998. Both VDE and XLE 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 XLE.
Performance
VDE vs. XLE - Performance Comparison
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Key characteristics
VDE:
-0.29
XLE:
-0.29
VDE:
-0.37
XLE:
-0.36
VDE:
0.95
XLE:
0.95
VDE:
-0.47
XLE:
-0.49
VDE:
-1.25
XLE:
-1.27
VDE:
8.08%
XLE:
7.69%
VDE:
25.48%
XLE:
25.26%
VDE:
-74.16%
XLE:
-71.54%
VDE:
-14.91%
XLE:
-14.34%
Returns By Period
In the year-to-date period, VDE achieves a -4.82% return, which is significantly lower than XLE's -3.54% return. Over the past 10 years, VDE has underperformed XLE with an annualized return of 3.92%, while XLE has yielded a comparatively higher 4.42% annualized return.
VDE
-4.82%
-0.03%
-14.91%
-7.52%
3.02%
22.24%
3.92%
XLE
-3.54%
-0.67%
-14.34%
-7.32%
2.75%
21.23%
4.42%
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VDE vs. XLE - Expense Ratio Comparison
VDE has a 0.10% expense ratio, which is lower than XLE's 0.13% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VDE vs. XLE — Risk-Adjusted Performance Rank
VDE
XLE
VDE vs. XLE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy ETF (VDE) and Energy Select Sector SPDR Fund (XLE). 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.
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Dividends
VDE vs. XLE - Dividend Comparison
VDE's dividend yield for the trailing twelve months is around 3.42%, less than XLE's 3.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VDE Vanguard Energy ETF | 3.42% | 3.23% | 3.34% | 3.65% | 4.13% | 4.76% | 3.59% | 3.35% | 2.90% | 2.31% | 3.17% | 1.98% |
XLE Energy Select Sector SPDR Fund | 3.49% | 3.36% | 3.55% | 3.68% | 4.21% | 5.62% | 5.73% | 3.54% | 3.03% | 2.26% | 3.39% | 2.35% |
Drawdowns
VDE vs. XLE - Drawdown Comparison
The maximum VDE drawdown since its inception was -74.16%, roughly equal to the maximum XLE drawdown of -71.54%. Use the drawdown chart below to compare losses from any high point for VDE and XLE.
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Volatility
VDE vs. XLE - Volatility Comparison
Vanguard Energy ETF (VDE) and Energy Select Sector SPDR Fund (XLE) have volatilities of 5.82% and 5.77%, 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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