VDE vs CGUS

Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and CAPITAL GROUP CORE EQUITY ETF SHARE CLASS (CGUS, ETF).

VDE vs CGUS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDE(ETF)	CGUS(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.09%	0.33%
Max Drawdown	78.51%	22.41%
Sharpe Ratio	1.57	1.08
5Y Beta	0.54	0.93
P/E Ratio	27.84	32.63
Forward P/E	12.87	23.44
PEG Ratio	N/A	0.57
5Y Dividends CAGR	14.69%	N/A
5Y EPS CAGR	20.00%	26.00%
P/S Ratio	1.57	3.24
P/B Ratio	2.34	6.66

Net Assets

VDE

$11B

CGUS

$11B

Expense Ratio

Winner

VDE

0.09%

CGUS

0.33%

Max Drawdown

VDE

78.51%

Winner

CGUS

22.41%

Sharpe Ratio

Winner

VDE

1.57

CGUS

1.08

5Y Beta

Winner

VDE

0.54

CGUS

0.93

P/E Ratio

Winner

VDE

27.84

CGUS

32.63

Forward P/E

Winner

VDE

12.87

CGUS

23.44

PEG Ratio

VDE

N/A

CGUS

0.57

5Y Dividends CAGR

VDE

14.69%

CGUS

N/A

5Y EPS CAGR

VDE

20.00%

Winner

CGUS

26.00%

P/S Ratio

Winner

VDE

1.57

CGUS

3.24

P/B Ratio

Winner

VDE

2.34

CGUS

6.66

VDE vs CGUS - Holdings Comparison

VDE and CGUS have 2 common holdings. Overlap is 0.95%

VDE's top 25 holdings weight is 85.37%. CGUS's top 25 holdings weight is 67.51%.

Rank	VDE	CGUS
#1	EXXONMOBIL HOLDINGS CORP (XOM) - 21.52%	NVIDIA CORP (NVDA) - 6.66%
#2	CHEVRON CORP (CVX) - 13.43%	BROADCOM INC (AVGO) - 5.46%
#3	CONOCOPHILLIPS (COP) - 5.48%	MICROSOFT CORP (MSFT) - 5.06%
#4	WILLIAMS COMPANIES INC (WMB) - 3.95%	AMAZON.COM INC (AMZN) - 4.57%
#5	VALERO ENERGY CORP (VLO) - 3.48%	ELI LILLY AND CO (LLY) - 4.03%
#6	MARATHON PETROLEUM CORP (MPC) - 3.36%	APPLIED MATERIALS INC (AMAT) - 3.81%
#7	SLB LTD (SLB) - 3.09%	META PLATFORMS INC CLASS A (META) - 3.35%
#8	EOG RESOURCES INC (EOG) - 3.09%	ALPHABET INC CLASS A (GOOGL) - 3.16%
#9	PHILLIPS 66 (PSX) - 2.98%	n/a (TSM) - 2.79%
#10	KINDER MORGAN INC CLASS P (KMI) - 2.71%	APPLE INC (AAPL) - 2.33%
#11	TARGA RESOURCES CORP (TRGP) - 2.52%	n/a (n/a) - 2.26%
#12	ONEOK INC (OKE) - 2.39%	RTX CORP (RTX) - 2.04%
#13	BAKER HUGHES CO CLASS A (BKR) - 2.39%	CISCO SYSTEMS INC (CSCO) - 1.93%
#14	CHENIERE ENERGY INC (LNG) - 2.21%	SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 1.92%
#15	DEVON ENERGY CORP (DVN) - 2.04%	ALPHABET INC CLASS C (GOOG) - 1.90%
#16	DIAMONDBACK ENERGY INC (FANG) - 1.45%	BRITISH AMERICAN TOBACCO PLC (n/a) - 1.86%
#17	EQT CORP (EQT) - 1.45%	JPMORGAN CHASE & CO (JPM) - 1.85%
#18	OCCIDENTAL PETROLEUM CORP (OXY) - 1.41%	MASTERCARD INC CLASS A (MA) - 1.80%
#19	HALLIBURTON CO (HAL) - 1.28%	STARBUCKS CORP (SBUX) - 1.77%
#20	TECHNIPFMC PLC (FTI) - 1.23%	VERTEX PHARMACEUTICALS INC (VRTX) - 1.74%
#21	TEXAS PACIFIC LAND CORP (TPL) - 0.98%	GE AEROSPACE (GE) - 1.55%
#22	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97%	CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.44%
#23	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68%	LINDE PLC (LIN) - 1.43%
#24	OVINTIV INC (OVV) - 0.68%	BLACKROCK INC (BLK) - 1.43%
#25	PERMIAN RESOURCES CORP CLASS A (PR) - 0.60%	ENTEGRIS INC (ENTG) - 1.37%
Total Holdings	118	72

VDE vs CGUS - Historical Returns

Returns include dividend reinvestment.

Period	VDE	CGUS
1 month	+8.39%	+0.85%
3 months	+5.02%	+6.35%
6 months	+21.72%	+9.53%
1 year	+42.81%	+18.56%
5 years(CAGR)	+23.23%	+15.54%
10 years(CAGR)	+9.47%	N/A
Max(CAGR)	+8.30%	+15.54%

Winner

VDE

+8.39%

CGUS

+0.85%

VDE

+5.02%

Winner

CGUS

+6.35%

Winner

VDE

+21.72%

CGUS

+9.53%

Winner

VDE

+42.81%

CGUS

+18.56%

5Y(CAGR)

Winner

VDE

+23.23%

CGUS

+15.54%

10Y(CAGR)

VDE

+9.47%

CGUS

N/A

Max(CAGR)

VDE

+8.30%

Winner

CGUS

+15.54%

VDE vs CGUS - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VDE	CGUS
2026	+30.26%	+10.32%
2025	+5.79%	+16.44%
2024	+5.70%	+25.86%
2023	+4.13%	+28.17%
2022	+57.80%	-7.93%
2021	+55.40%	N/A
2020	-33.63%	N/A
2019	+6.90%	N/A
2018	-21.37%	N/A
2017	-3.64%	N/A
2016	+29.21%	N/A
2015	-23.61%	N/A
2014	-8.64%	N/A
2013	+22.95%	N/A
2012	+0.65%	N/A
2011	+1.84%	N/A
2010	+17.40%	N/A
2009	+18.68%	N/A
2008	-40.08%	N/A
2007	+40.01%	N/A
2006	+14.00%	N/A
2005	+44.17%	N/A
2004	+5.32%	N/A

VDE vs CGUS Drawdown Comparison

The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.

The maximum drawdown for CGUS was -21.85%, occurring on Sep 30, 2022. Recovery took 322 trading sessions.

The current VDE drawdown is -5.82%. The current CGUS drawdown is -1.02%.

Rank	VDE	CGUS
#1	-74.23% Jun 23, 2014 - Apr 8, 2022	-21.85% Mar 29, 2022 - Jul 12, 2023
#2	-58.18% May 20, 2008 - Sep 11, 2013	-18.06% Feb 6, 2025 - Jun 26, 2025
#3	-26.56% Jun 7, 2022 - Nov 1, 2022	-9.59% Jan 27, 2026 - Apr 14, 2026
#4	-21.39% Nov 22, 2024 - Jan 5, 2026	-8.29% Jul 31, 2023 - Nov 14, 2023
#5	-18.53% Nov 15, 2022 - Sep 8, 2023	-6.73% Jul 16, 2024 - Aug 21, 2024
#6	-16.76% May 10, 2006 - Nov 29, 2006	-5.60% Feb 25, 2022 - Mar 18, 2022
#7	-15.93% Jan 3, 2008 - Apr 16, 2008	-5.04% Oct 29, 2025 - Dec 24, 2025
#8	-15.87% Sep 29, 2005 - Jan 13, 2006	-4.65% Apr 1, 2024 - May 9, 2024
#9	-15.10% Mar 4, 2005 - Jun 17, 2005	-4.10% Dec 16, 2024 - Jan 23, 2025
#10	-15.03% Mar 27, 2026 - Jul 1, 2026	-4.03% Jun 2, 2026 - Jun 30, 2026
#11	-13.45% Apr 5, 2024 - Nov 20, 2024	-3.98% Aug 30, 2024 - Sep 19, 2024
#12	-13.03% Sep 14, 2023 - Mar 19, 2024	-3.00% Oct 8, 2025 - Oct 24, 2025
#13	-12.74% Dec 14, 2006 - Apr 4, 2007	-2.86% Nov 8, 2024 - Dec 3, 2024
#14	-12.51% Jul 19, 2007 - Sep 18, 2007	-2.62% Jul 25, 2025 - Aug 13, 2025
#15	-11.56% Jan 30, 2006 - Apr 18, 2006	-2.43% Jan 12, 2026 - Jan 27, 2026

Correlation

Correlation between VDE and CGUS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (2004 - 2026)

VDE vs CGUS dividend yield comparison.

Year	VDE	CGUS
2026	1.21%	0.39%
2025	3.11%	0.95%
2024	3.23%	1.02%
2023	3.34%	1.22%
2022	3.65%	1.10%
2021	4.13%	0.00%
2020	4.76%	0.00%
2019	3.42%	0.00%
2018	3.35%	0.00%
2017	2.90%	0.00%
2016	2.31%	0.00%
2015	3.17%	0.00%
2014	1.98%	0.00%
2013	1.74%	0.00%
2012	1.95%	0.00%
2011	1.60%	0.00%
2010	1.25%	0.00%
2009	1.43%	0.00%
2008	1.76%	0.00%
2007	0.83%	0.00%
2006	1.09%	0.00%
2005	0.97%	0.00%
2004	0.41%	0.00%