CGUS vs VDE
Comparison between CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
CGUS vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGUS
$11B
VDE
$11B
Expense Ratio
CGUS
0.33%
Winner
VDE
0.09%
Max Drawdown
Winner
CGUS
22.41%
VDE
78.51%
Sharpe Ratio
CGUS
1.08
Winner
VDE
1.57
5Y Beta
CGUS
0.93
Winner
VDE
0.54
P/E Ratio
CGUS
32.63
Winner
VDE
27.84
Forward P/E
CGUS
23.44
Winner
VDE
12.87
PEG Ratio
CGUS
0.57
VDE
N/A
5Y Dividends CAGR
CGUS
N/A
VDE
14.69%
5Y EPS CAGR
Winner
CGUS
26.00%
VDE
20.00%
P/S Ratio
CGUS
3.24
Winner
VDE
1.57
P/B Ratio
CGUS
6.66
Winner
VDE
2.34
CGUS vs VDE - Holdings Comparison
CGUS and VDE have 2 common holdings. Overlap is 0.95%
CGUS's top 25 holdings weight is 67.51%. VDE's top 25 holdings weight is 85.37%.
| Rank | CGUS | VDE |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 6.66% | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% |
| #2 | BROADCOM INC (AVGO) - 5.46% | CHEVRON CORP (CVX) - 13.43% |
| #3 | MICROSOFT CORP (MSFT) - 5.06% | CONOCOPHILLIPS (COP) - 5.48% |
| #4 | AMAZON.COM INC (AMZN) - 4.57% | WILLIAMS COMPANIES INC (WMB) - 3.95% |
| #5 | ELI LILLY AND CO (LLY) - 4.03% | VALERO ENERGY CORP (VLO) - 3.48% |
| #6 | APPLIED MATERIALS INC (AMAT) - 3.81% | MARATHON PETROLEUM CORP (MPC) - 3.36% |
| #7 | META PLATFORMS INC CLASS A (META) - 3.35% | SLB LTD (SLB) - 3.09% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 3.16% | EOG RESOURCES INC (EOG) - 3.09% |
| #9 | n/a (TSM) - 2.79% | PHILLIPS 66 (PSX) - 2.98% |
| #10 | APPLE INC (AAPL) - 2.33% | KINDER MORGAN INC CLASS P (KMI) - 2.71% |
| #11 | n/a (n/a) - 2.26% | TARGA RESOURCES CORP (TRGP) - 2.52% |
| #12 | RTX CORP (RTX) - 2.04% | ONEOK INC (OKE) - 2.39% |
| #13 | CISCO SYSTEMS INC (CSCO) - 1.93% | BAKER HUGHES CO CLASS A (BKR) - 2.39% |
| #14 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.92% | CHENIERE ENERGY INC (LNG) - 2.21% |
| #15 | ALPHABET INC CLASS C (GOOG) - 1.90% | DEVON ENERGY CORP (DVN) - 2.04% |
| #16 | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.86% | DIAMONDBACK ENERGY INC (FANG) - 1.45% |
| #17 | JPMORGAN CHASE & CO (JPM) - 1.85% | EQT CORP (EQT) - 1.45% |
| #18 | MASTERCARD INC CLASS A (MA) - 1.80% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% |
| #19 | STARBUCKS CORP (SBUX) - 1.77% | HALLIBURTON CO (HAL) - 1.28% |
| #20 | VERTEX PHARMACEUTICALS INC (VRTX) - 1.74% | TECHNIPFMC PLC (FTI) - 1.23% |
| #21 | GE AEROSPACE (GE) - 1.55% | TEXAS PACIFIC LAND CORP (TPL) - 0.98% |
| #22 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.44% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% |
| #23 | LINDE PLC (LIN) - 1.43% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% |
| #24 | BLACKROCK INC (BLK) - 1.43% | OVINTIV INC (OVV) - 0.68% |
| #25 | ENTEGRIS INC (ENTG) - 1.37% | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% |
| Total Holdings | 72 | 118 |
CGUS vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
CGUS
+0.85%
Winner
VDE
+8.39%
3M
Winner
CGUS
+6.35%
VDE
+5.02%
6M
CGUS
+9.53%
Winner
VDE
+21.72%
1Y
CGUS
+18.56%
Winner
VDE
+42.81%
5Y(CAGR)
CGUS
+15.54%
Winner
VDE
+23.23%
10Y(CAGR)
CGUS
N/A
VDE
+9.47%
Max(CAGR)
Winner
CGUS
+15.54%
VDE
+8.30%
CGUS vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | CGUS | VDE |
|---|---|---|
| 2026 | +10.32% | +30.26% |
| 2025 | +16.44% | +5.79% |
| 2024 | +25.86% | +5.70% |
| 2023 | +28.17% | +4.13% |
| 2022 | -7.93% | +57.80% |
| 2021 | N/A | +55.40% |
| 2020 | N/A | -33.63% |
| 2019 | N/A | +6.90% |
| 2018 | N/A | -21.37% |
| 2017 | N/A | -3.64% |
| 2016 | N/A | +29.21% |
| 2015 | N/A | -23.61% |
| 2014 | N/A | -8.64% |
| 2013 | N/A | +22.95% |
| 2012 | N/A | +0.65% |
| 2011 | N/A | +1.84% |
| 2010 | N/A | +17.40% |
| 2009 | N/A | +18.68% |
| 2008 | N/A | -40.08% |
| 2007 | N/A | +40.01% |
| 2006 | N/A | +14.00% |
| 2005 | N/A | +44.17% |
| 2004 | N/A | +5.32% |
CGUS vs VDE Drawdown Comparison
The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current CGUS drawdown is -1.02%. The current VDE drawdown is -5.82%.
| Rank | CGUS | VDE |
|---|---|---|
| #1 | -21.85% Mar 29, 2022 - Jul 12, 2023 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -18.06% Feb 6, 2025 - Jun 26, 2025 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -9.59% Jan 27, 2026 - Apr 14, 2026 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -8.29% Jul 31, 2023 - Nov 14, 2023 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -6.73% Jul 16, 2024 - Aug 21, 2024 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -5.60% Feb 25, 2022 - Mar 18, 2022 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -5.04% Oct 29, 2025 - Dec 24, 2025 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -4.65% Apr 1, 2024 - May 9, 2024 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -4.10% Dec 16, 2024 - Jan 23, 2025 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -4.03% Jun 2, 2026 - Jun 30, 2026 | -15.03% Mar 27, 2026 - Jul 1, 2026 |
| #11 | -3.98% Aug 30, 2024 - Sep 19, 2024 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #12 | -3.00% Oct 8, 2025 - Oct 24, 2025 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #13 | -2.86% Nov 8, 2024 - Dec 3, 2024 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #14 | -2.62% Jul 25, 2025 - Aug 13, 2025 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #15 | -2.43% Jan 12, 2026 - Jan 27, 2026 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between CGUS and VDE is 0.81 which considered as a strong positive correlation - the stocks tend to move together.
0.81
-101
Dividend Comparison (2004 - 2026)
CGUS vs VDE dividend yield comparison.
| Year | CGUS | VDE |
|---|---|---|
| 2026 | 0.39% | 1.21% |
| 2025 | 0.95% | 3.11% |
| 2024 | 1.02% | 3.23% |
| 2023 | 1.22% | 3.34% |
| 2022 | 1.10% | 3.65% |
| 2021 | 0.00% | 4.13% |
| 2020 | 0.00% | 4.76% |
| 2019 | 0.00% | 3.42% |
| 2018 | 0.00% | 3.35% |
| 2017 | 0.00% | 2.90% |
| 2016 | 0.00% | 2.31% |
| 2015 | 0.00% | 3.17% |
| 2014 | 0.00% | 1.98% |
| 2013 | 0.00% | 1.74% |
| 2012 | 0.00% | 1.95% |
| 2011 | 0.00% | 1.60% |
| 2010 | 0.00% | 1.25% |
| 2009 | 0.00% | 1.43% |
| 2008 | 0.00% | 1.76% |
| 2007 | 0.00% | 0.83% |
| 2006 | 0.00% | 1.09% |
| 2005 | 0.00% | 0.97% |
| 2004 | 0.00% | 0.41% |
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