VENAX vs. OEPIX
VENAX (Vanguard Energy Index Fund Admiral Shares) and OEPIX (Oil Equipment & Services UltraSector ProFund) are both Energy Equities funds. Over the past 10 years, VENAX returned 10.01%/yr vs -10.76%/yr for OEPIX. Their correlation of 0.91 means they have usually moved in the same direction. VENAX charges 0.10%/yr vs 1.65%/yr for OEPIX.
Performance
VENAX vs. OEPIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, VENAX achieves a 33.62% return, which is significantly lower than OEPIX's 46.27% return. Over the past 10 years, VENAX has outperformed OEPIX with an annualized return of 10.01%, while OEPIX has yielded a comparatively lower -10.76% annualized return.
VENAX
- 1D
- 0.72%
- 1M
- 10.41%
- 6M
- 17.04%
- YTD
- 33.62%
- 1Y
- 42.35%
- 3Y*
- 14.21%
- 5Y*
- 23.30%
- 10Y*
- 10.01%
- ALL TIME*
- 8.26%
OEPIX
- 1D
- 4.77%
- 1M
- 1.04%
- 6M
- 10.91%
- YTD
- 46.27%
- 1Y
- 108.52%
- 3Y*
- 0.14%
- 5Y*
- 15.20%
- 10Y*
- -10.76%
- ALL TIME*
- -9.22%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
VENAX vs. OEPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VENAX Vanguard Energy Index Fund Admiral Shares | 33.62% | 7.29% | 6.57% | 0.05% | 62.94% | 55.57% | -33.27% | 9.36% | -19.90% | -2.39% |
OEPIX Oil Equipment & Services UltraSector ProFund | 46.27% | -1.85% | -15.41% | -3.76% | 88.50% | 14.90% | -67.53% | -4.45% | -58.58% | -22.70% |
Correlation
The correlation between VENAX and OEPIX is 0.72, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.72 |
Correlation (3Y) Balances recent behavior with more history. | 0.80 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.86 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.88 |
Correlation (All Time) Calculated using the full available price history since Jun 5, 2006 | 0.91 |
The correlation between VENAX and OEPIX shifts across timeframes, from 0.72 (1 year) to 0.91 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
VENAX vs. OEPIX — Risk / Return Rank
VENAX
OEPIX
VENAX vs. OEPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Energy Index Fund Admiral Shares (VENAX) and Oil Equipment & Services UltraSector ProFund (OEPIX). 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.
| VENAX | OEPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.12 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.30 | 0.00 |
| Calmar ratioReturn relative to maximum drawdown | 2.60 | 2.88 | -0.28 |
| Martin ratioReturn relative to average drawdown | 6.99 | 9.13 | -2.14 |
Loading charts...
Drawdowns
VENAX vs. OEPIX - Drawdown Comparison
The maximum VENAX drawdown since its inception was -74.42%, smaller than the maximum OEPIX drawdown of -98.94%. Use the drawdown chart below to compare losses from any high point for VENAX and OEPIX.
Loading charts...
Drawdown Indicators
| VENAX | OEPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.42% | -98.94% | +24.52% |
Max Drawdown (1Y)Largest decline over 1 year | -15.05% | -31.64% | +16.59% |
Max Drawdown (3Y)Largest decline over 3 years | -21.44% | -65.50% | +44.06% |
Max Drawdown (5Y)Largest decline over 5 years | -26.59% | -65.50% | +38.91% |
Max Drawdown (10Y)Largest decline over 10 years | -69.58% | -96.69% | +27.11% |
Current DrawdownCurrent decline from peak | -5.47% | -92.41% | +86.94% |
Average DrawdownAverage peak-to-trough decline | -19.91% | -71.09% | +51.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.60% | 10.01% | -4.41% |
Volatility
VENAX vs. OEPIX - Volatility Comparison
The current volatility for Vanguard Energy Index Fund Admiral Shares (VENAX) is 6.12%, while Oil Equipment & Services UltraSector ProFund (OEPIX) has a volatility of 14.54%. This indicates that VENAX experiences smaller price fluctuations and is considered to be less risky than OEPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| VENAX | OEPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.12% | 14.54% | -8.42% |
Volatility (6M)Calculated over the trailing 6-month period | 16.67% | 32.43% | -15.76% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.99% | 46.09% | -25.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.17% | 56.35% | -30.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 30.22% | 62.35% | -32.13% |
VENAX vs. OEPIX - Expense Ratio Comparison
VENAX has a 0.10% expense ratio, which is lower than OEPIX's 1.65% expense ratio.
Dividends
VENAX vs. OEPIX - Dividend Comparison
VENAX's dividend yield for the trailing twelve months is around 2.42%, more than OEPIX's 0.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OEPIX Oil Equipment & Services UltraSector ProFund | 0.59% | 0.87% | 0.00% | 0.00% | 0.00% | 0.00% | 0.16% | 0.00% | 2.56% | 2.36% | 0.05% | 0.00% |
VENAX Vanguard Energy Index Fund Admiral Shares | 2.42% | 3.10% | 3.24% | 3.34% | 3.65% | 3.80% | 4.76% | 3.41% | 3.35% | 2.90% | 2.31% | 3.17% |
Frequently Asked Questions
VENAX and OEPIX have a correlation of 0.72, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
OEPIX has higher volatility (14.54%) compared to VENAX (6.12%). In terms of maximum drawdown, VENAX dropped -74.42% vs OEPIX's -98.94%.
OEPIX currently has the higher Sharpe Ratio (1.98 vs 1.87), 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.
Find the right allocation for VENAX and OEPIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer