VBK vs XLE
Comparison between VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES (VBK, ETF) and THE ENERGY SELECT SECTOR SPDR FUND (XLE, ETF).
5-Year PerformanceXLE has outperformed VBK, delivering a return of +21.7% compared to +6.1%
VBK vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VBK
$43B
XLE
$41B
Expense Ratio
Winner
VBK
0.05%
XLE
0.08%
Max Drawdown
Winner
VBK
59.36%
XLE
76.73%
Sharpe Ratio
VBK
1.25
Winner
XLE
1.63
5Y Beta
VBK
1.18
Winner
XLE
0.58
P/E Ratio
VBK
62.99
Winner
XLE
21.96
Forward P/E
VBK
22.32
Winner
XLE
13.23
PEG Ratio
VBK
N/A
XLE
1.23
5Y Dividends CAGR
Winner
VBK
12.10%
XLE
6.90%
5Y EPS CAGR
VBK
18.44%
Winner
XLE
20.54%
Debt to Equity
Winner
VBK
31.91%
XLE
37.03%
P/S Ratio
VBK
3.16
Winner
XLE
1.62
P/B Ratio
VBK
4.79
Winner
XLE
2.58
VBK vs XLE - Holdings Comparison
VBK and XLE have 4 common holdings. Overlap is 1.48%
VBK's top 25 holdings weight is 18.94%. XLE's top 25 holdings weight is 100.00%.
| Rank | VBK | XLE |
|---|---|---|
| #1 | SLCMT1142 (n/a) - 1.68% | EXXON MOBIL CORP (XOM) - 22.37% |
| #2 | TECHNIPFMC PLC (FTI) - 0.91% | CHEVRON CORP (CVX) - 16.63% |
| #3 | CIENA CORP (CIEN) - 0.90% | CONOCOPHILLIPS (COP) - 6.96% |
| #4 | CASEY'S GENERAL STORES INC (CASY) - 0.88% | SLB LTD (SLB) - 4.57% |
| #5 | NATERA INC (NTRA) - 0.87% | WILLIAMS COMPANIES INC (WMB) - 4.38% |
| #6 | LUMENTUM HOLDINGS INC (LITE) - 0.82% | VALERO ENERGY CORP (VLO) - 4.22% |
| #7 | CURTISS-WRIGHT CORP (CW) - 0.82% | MARATHON PETROLEUM CORP (MPC) - 4.20% |
| #8 | FTAI AVIATION LTD (FTAI) - 0.82% | EOG RESOURCES INC (EOG) - 4.17% |
| #9 | COMFORT SYSTEMS USA INC (FIX) - 0.79% | PHILLIPS 66 (PSX) - 3.96% |
| #10 | COHERENT CORP (COHR) - 0.73% | BAKER HUGHES CO CLASS A (BKR) - 3.66% |
| #11 | n/a (ASTS) - 0.71% | KINDER MORGAN INC CLASS P (KMI) - 3.45% |
| #12 | ROYAL GOLD INC (RGLD) - 0.71% | ONEOK INC (OKE) - 3.09% |
| #13 | WOODWARD INC (WWD) - 0.70% | TARGA RESOURCES CORP (TRGP) - 3.04% |
| #14 | n/a (FWONK) - 0.68% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.33% |
| #15 | MASTEC INC (MTZ) - 0.67% | DIAMONDBACK ENERGY INC (FANG) - 2.18% |
| #16 | SOFI TECHNOLOGIES INC ORDINARY SHARES (SOFI) - 0.66% | EQT CORP (EQT) - 2.00% |
| #17 | ATI INC (ATI) - 0.65% | HALLIBURTON CO (HAL) - 1.91% |
| #18 | EQT CORP (EQT) - 0.65% | DEVON ENERGY CORP (DVN) - 1.73% |
| #19 | NVENT ELECTRIC PLC (NVT) - 0.63% | COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.48% |
| #20 | TWILIO INC CLASS A (TWLO) - 0.62% | TEXAS PACIFIC LAND CORP (TPL) - 1.36% |
| #21 | CARPENTER TECHNOLOGY CORP (CRS) - 0.61% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.30% |
| #22 | FABRINET (FN) - 0.61% | APA CORP (APA) - 0.80% |
| #23 | EVERPURE INC CLASS A (P) - 0.61% | XAE ENERGY JUN26 XCME 20260618 (n/a) - 0.15% |
| #24 | BWX TECHNOLOGIES INC (BWXT) - 0.61% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.05% |
| #25 | ROCKET LAB CORP (RKLB) - 0.60% | US DOLLAR (n/a) - 0.01% |
| Total Holdings | 555 | 25 |
VBK vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VBK
+6.45%
XLE
+0.91%
3M
Winner
VBK
+9.05%
XLE
+6.72%
6M
VBK
+17.90%
Winner
XLE
+29.29%
1Y
VBK
+28.38%
Winner
XLE
+38.71%
5Y(CAGR)
VBK
+6.14%
Winner
XLE
+21.70%
10Y(CAGR)
Winner
VBK
+12.00%
XLE
+10.29%
Max(CAGR)
Winner
VBK
+9.84%
XLE
+8.42%
VBK vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VBK | XLE |
|---|---|---|
| 2026 | +11.91% | +27.06% |
| 2025 | +8.29% | +6.64% |
| 2024 | +17.96% | +4.40% |
| 2023 | +22.53% | +2.97% |
| 2022 | -28.70% | +59.24% |
| 2021 | +7.63% | +53.07% |
| 2020 | +34.73% | -33.12% |
| 2019 | +33.46% | +9.58% |
| 2018 | -6.53% | -19.53% |
| 2017 | +21.21% | -2.00% |
| 2016 | +12.95% | +28.06% |
| 2015 | -2.40% | -21.84% |
| 2014 | +5.05% | -7.38% |
| 2013 | +34.65% | +23.53% |
| 2012 | +16.32% | +2.36% |
| 2011 | -3.15% | +2.08% |
| 2010 | +28.14% | +18.05% |
| 2009 | +38.51% | +16.01% |
| 2008 | -39.30% | -39.08% |
| 2007 | +10.06% | +41.83% |
| 2006 | +10.29% | +12.74% |
| 2005 | +10.57% | +45.54% |
| 2004 | +10.26% | +33.98% |
| 2003 | N/A | +23.23% |
| 2002 | N/A | -14.05% |
| 2001 | N/A | -18.34% |
| 2000 | N/A | +26.90% |
| 1999 | N/A | +0.56% |
VBK vs XLE Drawdown Comparison
The maximum drawdown for VBK was -58.69%, occurring on Mar 9, 2009. Recovery took 796 trading sessions.
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The current VBK drawdown is -1.17%. The current XLE drawdown is -7.88%.
| Rank | VBK | XLE |
|---|---|---|
| #1 | -58.69% Oct 10, 2007 - Dec 7, 2010 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -38.71% Feb 20, 2020 - Jul 29, 2020 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -38.39% Nov 8, 2021 - Nov 25, 2024 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -28.93% Jul 7, 2011 - Sep 7, 2012 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -27.54% Dec 4, 2024 - Sep 18, 2025 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -26.61% Jun 23, 2015 - Dec 8, 2016 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -25.96% Sep 4, 2018 - Jul 3, 2019 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -18.24% Apr 5, 2004 - Nov 12, 2004 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -16.98% May 8, 2006 - Feb 1, 2007 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -13.64% Feb 12, 2021 - Nov 1, 2021 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #11 | -13.23% Mar 4, 2014 - Feb 5, 2015 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #12 | -11.44% Jan 22, 2026 - Apr 15, 2026 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #13 | -10.96% Jul 19, 2007 - Oct 5, 2007 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #14 | -10.15% Apr 29, 2011 - Jul 7, 2011 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
| #15 | -9.88% Sep 14, 2012 - Jan 2, 2013 | -12.44% Jul 19, 2007 - Sep 18, 2007 |
Correlation
Correlation between VBK and XLE is 0.75 which considered as a strong positive correlation - the stocks tend to move together.
0.75
-101
Dividend Comparison (1999 - 2026)
VBK vs XLE dividend yield comparison.
| Year | VBK | XLE |
|---|---|---|
| 2026 | 0.10% | 0.67% |
| 2025 | 0.54% | 3.28% |
| 2024 | 0.54% | 3.36% |
| 2023 | 0.68% | 3.55% |
| 2022 | 0.55% | 3.68% |
| 2021 | 0.36% | 4.21% |
| 2020 | 0.44% | 5.62% |
| 2019 | 0.57% | 6.72% |
| 2018 | 0.79% | 3.54% |
| 2017 | 0.82% | 3.03% |
| 2016 | 1.08% | 2.26% |
| 2015 | 0.98% | 3.39% |
| 2014 | 1.01% | 2.35% |
| 2013 | 0.65% | 1.73% |
| 2012 | 1.04% | 1.82% |
| 2011 | 0.55% | 1.54% |
| 2010 | 0.46% | 1.46% |
| 2009 | 0.40% | 1.81% |
| 2008 | 1.04% | 1.85% |
| 2007 | 0.58% | 0.99% |
| 2006 | 0.41% | 1.24% |
| 2005 | 0.37% | 1.13% |
| 2004 | 0.16% | 1.42% |
| 2003 | 0.00% | 1.74% |
| 2002 | 0.00% | 2.16% |
| 2001 | 0.00% | 1.85% |
| 2000 | 0.00% | 1.45% |
| 1999 | 0.00% | 0.30% |
Select Stocks to Compare
Popular: VBK vs SPYXLE vs SPY
More Comparisons
Compare with similar stocks