VDE vs DUHP

Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and DIMENSIONAL US HIGH PROFITABILITY ETF (DUHP, ETF).

VDE vs DUHP - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDE(ETF)	DUHP(ETF)
Net Assets	$12B	$12B
Expense Ratio	0.09%	0.20%
Max Drawdown	78.51%	20.54%
Sharpe Ratio	1.09	1.25
5Y Beta	0.55	0.87
P/E Ratio	18.99	29.01
Forward P/E	11.87	21.31
PEG Ratio	N/A	0.59
5Y Dividends CAGR	22.11%	N/A
5Y EPS CAGR	20.63%	24.53%
Debt to Equity	N/A	121.60%
P/S Ratio	1.45	3.27
P/B Ratio	2.20	11.58

Net Assets

VDE

$12B

Winner

DUHP

$12B

Expense Ratio

Winner

VDE

0.09%

DUHP

0.20%

Max Drawdown

VDE

78.51%

Winner

DUHP

20.54%

Sharpe Ratio

VDE

1.09

Winner

DUHP

1.25

5Y Beta

Winner

VDE

0.55

DUHP

0.87

P/E Ratio

Winner

VDE

18.99

DUHP

29.01

Forward P/E

Winner

VDE

11.87

DUHP

21.31

PEG Ratio

VDE

N/A

DUHP

0.59

5Y Dividends CAGR

VDE

22.11%

DUHP

N/A

5Y EPS CAGR

VDE

20.63%

Winner

DUHP

24.53%

Debt to Equity

VDE

N/A

DUHP

121.60%

P/S Ratio

Winner

VDE

1.45

DUHP

3.27

P/B Ratio

Winner

VDE

2.20

DUHP

11.58

VDE vs DUHP - Holdings Comparison

VDE and DUHP have 8 common holdings. Overlap is 1.96%

VDE's top 25 holdings weight is 84.18%. DUHP's top 25 holdings weight is 62.03%.

Rank	VDE	DUHP
#1	EXXON MOBIL CORP (XOM) - 20.91%	NVIDIA CORP (NVDA) - 7.56%
#2	CHEVRON CORP (CVX) - 14.18%	APPLE INC (AAPL) - 6.69%
#3	CONOCOPHILLIPS (COP) - 5.88%	ELI LILLY AND CO (LLY) - 5.11%
#4	WILLIAMS COMPANIES INC (WMB) - 3.59%	MICROSOFT CORP (MSFT) - 4.41%
#5	VALERO ENERGY CORP (VLO) - 3.03%	VISA INC CLASS A (V) - 3.81%
#6	MARATHON PETROLEUM CORP (MPC) - 3.02%	META PLATFORMS INC CLASS A (META) - 3.70%
#7	EOG RESOURCES INC (EOG) - 2.97%	CATERPILLAR INC (CAT) - 2.62%
#8	SLB LTD (SLB) - 2.92%	LAM RESEARCH CORP (LRCX) - 2.43%
#9	PHILLIPS 66 (PSX) - 2.80%	ORACLE CORP (ORCL) - 2.35%
#10	BAKER HUGHES CO CLASS A (BKR) - 2.66%	MASTERCARD INC CLASS A (MA) - 2.12%
#11	KINDER MORGAN INC CLASS P (KMI) - 2.55%	THE HOME DEPOT INC (HD) - 1.99%
#12	CHENIERE ENERGY INC (LNG) - 2.34%	MICRON TECHNOLOGY INC (MU) - 1.91%
#13	ONEOK INC (OKE) - 2.26%	KLA CORP (KLAC) - 1.69%
#14	TARGA RESOURCES CORP (TRGP) - 2.17%	MERCK & CO INC (MRK) - 1.68%
#15	OCCIDENTAL PETROLEUM CORP (OXY) - 1.56%	QUALCOMM INC (QCOM) - 1.44%
#16	DIAMONDBACK ENERGY INC (FANG) - 1.50%	PEPSICO INC (PEP) - 1.42%
#17	EQT CORP (EQT) - 1.46%	COSTCO WHOLESALE CORP (COST) - 1.41%
#18	HALLIBURTON CO (HAL) - 1.41%	COCA-COLA CO (KO) - 1.39%
#19	TECHNIPFMC PLC (FTI) - 1.25%	UNION PACIFIC CORP (UNP) - 1.37%
#20	DEVON ENERGY CORP (DVN) - 1.23%	TJX COMPANIES INC (TJX) - 1.31%
#21	COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.08%	TEXAS INSTRUMENTS INC (TXN) - 1.29%
#22	TEXAS PACIFIC LAND CORP (TPL) - 1.03%	AMGEN INC (AMGN) - 1.28%
#23	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.96%	GILEAD SCIENCES INC (GILD) - 1.07%
#24	OVINTIV INC (OVV) - 0.71%	ABBVIE INC (ABBV) - 1.01%
#25	MKTLIQ 12/31/2049 (n/a) - 0.71%	VERTIV HOLDINGS CO CLASS A (VRT) - 0.97%
Total Holdings	112	162

VDE vs DUHP - Historical Returns

Returns include dividend reinvestment.

Period	VDE	DUHP
1 month	-7.94%	+0.21%
3 months	-8.19%	+10.25%
6 months	+24.04%	+6.60%
1 year	+30.95%	+18.57%
5 years(CAGR)	+18.94%	+13.42%
10 years(CAGR)	+8.46%	N/A
Max(CAGR)	+7.96%	+13.42%

VDE

-7.94%

Winner

DUHP

+0.21%

VDE

-8.19%

Winner

DUHP

+10.25%

Winner

VDE

+24.04%

DUHP

+6.60%

Winner

VDE

+30.95%

DUHP

+18.57%

5Y(CAGR)

Winner

VDE

+18.94%

DUHP

+13.42%

10Y(CAGR)

VDE

+8.46%

DUHP

N/A

Max(CAGR)

VDE

+7.96%

Winner

DUHP

+13.42%

VDE vs DUHP - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VDE	DUHP
2026	+20.90%	+7.36%
2025	+5.79%	+13.94%
2024	+5.70%	+20.07%
2023	+4.13%	+21.31%
2022	+57.80%	-2.55%
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 DUHP Drawdown Comparison

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

The maximum drawdown for DUHP was -20.04%, occurring on Sep 30, 2022. Recovery took 315 trading sessions.

The current VDE drawdown is -12.59%. The current DUHP drawdown is -2.24%.

Rank	VDE	DUHP
#1	-74.23% Jun 23, 2014 - Apr 8, 2022	-20.04% Mar 29, 2022 - Jun 30, 2023
#2	-58.18% May 20, 2008 - Sep 11, 2013	-17.86% Feb 19, 2025 - Jul 1, 2025
#3	-26.56% Jun 7, 2022 - Nov 1, 2022	-8.99% Feb 11, 2026 - Apr 17, 2026
#4	-21.39% Nov 22, 2024 - Jan 5, 2026	-8.83% Jul 31, 2023 - Nov 30, 2023
#5	-18.53% Nov 15, 2022 - Sep 8, 2023	-7.58% Jul 16, 2024 - Aug 21, 2024
#6	-16.76% May 10, 2006 - Nov 29, 2006	-5.98% Mar 28, 2024 - Jun 11, 2024
#7	-15.93% Jan 3, 2008 - Apr 16, 2008	-5.75% Dec 4, 2024 - Feb 18, 2025
#8	-15.87% Sep 29, 2005 - Jan 13, 2006	-4.73% Oct 27, 2025 - Dec 24, 2025
#9	-15.10% Mar 4, 2005 - Jun 17, 2005	-4.68% Mar 2, 2022 - Mar 17, 2022
#10	-14.20% Mar 27, 2026 - Jun 18, 2026	-3.58% Aug 30, 2024 - Sep 16, 2024
#11	-13.45% Apr 5, 2024 - Nov 20, 2024	-3.53% Jun 4, 2026 - Jun 15, 2026
#12	-13.03% Sep 14, 2023 - Mar 19, 2024	-3.47% Oct 14, 2024 - Nov 7, 2024
#13	-12.74% Dec 14, 2006 - Apr 4, 2007	-2.81% Nov 8, 2024 - Nov 25, 2024
#14	-12.51% Jul 19, 2007 - Sep 18, 2007	-2.48% Jan 12, 2026 - Jan 27, 2026
#15	-11.56% Jan 30, 2006 - Apr 18, 2006	-2.47% Oct 3, 2025 - Oct 24, 2025

Correlation

Correlation between VDE and DUHP is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80

-101

Dividend Comparison (2004 - 2026)

VDE vs DUHP dividend yield comparison.

Year	VDE	DUHP
2026	0.63%	0.47%
2025	3.11%	1.02%
2024	3.23%	1.13%
2023	3.34%	1.51%
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%