VDE vs JIRE

Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF (JIRE, ETF).

VDE vs JIRE - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDE(ETF)	JIRE(ETF)
Net Assets	$11B	$11B
Expense Ratio	0.09%	0.24%
Max Drawdown	78.51%	16.11%
Sharpe Ratio	1.69	0.91
5Y Beta	0.54	0.74
P/E Ratio	28.54	N/A
Forward P/E	13.19	N/A
5Y Dividends CAGR	14.69%	N/A
5Y EPS CAGR	19.67%	N/A
P/S Ratio	1.64	N/A
P/B Ratio	2.46	N/A

Net Assets

VDE

$11B

JIRE

$11B

Expense Ratio

Winner

VDE

0.09%

JIRE

0.24%

Max Drawdown

VDE

78.51%

Winner

JIRE

16.11%

Sharpe Ratio

Winner

VDE

1.69

JIRE

0.91

5Y Beta

Winner

VDE

0.54

JIRE

0.74

P/E Ratio

VDE

28.54

JIRE

N/A

Forward P/E

VDE

13.19

JIRE

N/A

5Y Dividends CAGR

VDE

14.69%

JIRE

N/A

5Y EPS CAGR

VDE

19.67%

JIRE

N/A

P/S Ratio

VDE

1.64

JIRE

N/A

P/B Ratio

VDE

2.46

JIRE

N/A

VDE vs JIRE - Holdings Comparison

VDE and JIRE have 1 common holdings. Overlap is 0.00%

VDE's top 25 holdings weight is 85.37%. JIRE's top 25 holdings weight is 33.39%.

Rank	VDE	JIRE
#1	EXXONMOBIL HOLDINGS CORP (XOM) - 21.52%	ASML HOLDING NV (n/a) - 3.79%
#2	CHEVRON CORP (CVX) - 13.43%	SIEMENS AG (n/a) - 1.70%
#3	CONOCOPHILLIPS (COP) - 5.48%	ASTRAZENECA PLC (AZN:XLON) - 1.67%
#4	WILLIAMS COMPANIES INC (WMB) - 3.95%	ALLIANZ SE (n/a) - 1.47%
#5	VALERO ENERGY CORP (VLO) - 3.48%	SHELL PLC (n/a) - 1.46%
#6	MARATHON PETROLEUM CORP (MPC) - 3.36%	HSBC HOLDINGS PLC (n/a) - 1.46%
#7	SLB LTD (SLB) - 3.09%	NESTLE SA (n/a) - 1.40%
#8	EOG RESOURCES INC (EOG) - 3.09%	TOKYO ELECTRON LTD (n/a) - 1.39%
#9	PHILLIPS 66 (PSX) - 2.98%	UNICREDIT SPA (n/a) - 1.34%
#10	KINDER MORGAN INC CLASS P (KMI) - 2.71%	BANCO SANTANDER SA (n/a) - 1.32%
#11	TARGA RESOURCES CORP (TRGP) - 2.52%	SUMITOMO MITSUI FINANCIAL GROUP INC (n/a) - 1.26%
#12	ONEOK INC (OKE) - 2.39%	SAFRAN SA (n/a) - 1.25%
#13	BAKER HUGHES CO CLASS A (BKR) - 2.39%	ROCHE HOLDING AG ORDINARY SHARES NEW (n/a) - 1.23%
#14	CHENIERE ENERGY INC (LNG) - 2.21%	NOVARTIS AG REGISTERED SHARES (n/a) - 1.19%
#15	DEVON ENERGY CORP (DVN) - 2.04%	BHP GROUP LTD (n/a) - 1.18%
#16	DIAMONDBACK ENERGY INC (FANG) - 1.45%	AIR LIQUIDE SA (n/a) - 1.17%
#17	EQT CORP (EQT) - 1.45%	BARCLAYS PLC (n/a) - 1.14%
#18	OCCIDENTAL PETROLEUM CORP (OXY) - 1.41%	IBERDROLA SA (n/a) - 1.13%
#19	HALLIBURTON CO (HAL) - 1.28%	TOYOTA MOTOR CORP (n/a) - 1.06%
#20	TECHNIPFMC PLC (FTI) - 1.23%	UBS GROUP AG REGISTERED SHARES (n/a) - 1.01%
#21	TEXAS PACIFIC LAND CORP (TPL) - 0.98%	ATLAS COPCO AB CLASS A (n/a) - 0.98%
#22	EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97%	HITACHI LTD (n/a) - 0.96%
#23	DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68%	INFINEON TECHNOLOGIES AG (n/a) - 0.95%
#24	OVINTIV INC (OVV) - 0.68%	SOCIETE GENERALE SA (n/a) - 0.94%
#25	PERMIAN RESOURCES CORP CLASS A (PR) - 0.60%	n/a (n/a) - 0.94%
Total Holdings	118	208

VDE vs JIRE - Historical Returns

Returns include dividend reinvestment.

Period	VDE	JIRE
1 month	+9.46%	+0.30%
3 months	+4.49%	+3.39%
6 months	+22.77%	+4.44%
1 year	+41.91%	+15.88%
5 years(CAGR)	+24.03%	+16.53%
10 years(CAGR)	+9.62%	N/A
Max(CAGR)	+8.38%	+16.53%

Winner

VDE

+9.46%

JIRE

+0.30%

Winner

VDE

+4.49%

JIRE

+3.39%

Winner

VDE

+22.77%

JIRE

+4.44%

Winner

VDE

+41.91%

JIRE

+15.88%

5Y(CAGR)

Winner

VDE

+24.03%

JIRE

+16.53%

10Y(CAGR)

VDE

+9.62%

JIRE

N/A

Max(CAGR)

VDE

+8.38%

Winner

JIRE

+16.53%

VDE vs JIRE - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VDE	JIRE
2026	+32.34%	+7.33%
2025	+5.79%	+32.39%
2024	+5.70%	+4.20%
2023	+4.13%	+19.03%
2022	+57.80%	+5.72%
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 JIRE Drawdown Comparison

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

The maximum drawdown for JIRE was -16.11%, occurring on Sep 27, 2022. Recovery took 76 trading sessions.

The current VDE drawdown is -4.31%. The current JIRE drawdown is -2.65%.

Rank	VDE	JIRE
#1	-74.23% Jun 23, 2014 - Apr 8, 2022	-16.11% Aug 12, 2022 - Nov 30, 2022
#2	-58.18% May 20, 2008 - Sep 11, 2013	-13.61% Mar 19, 2025 - Apr 28, 2025
#3	-26.56% Jun 7, 2022 - Nov 1, 2022	-11.77% Feb 25, 2026 - Jun 22, 2026
#4	-21.39% Nov 22, 2024 - Jan 5, 2026	-11.08% Jul 28, 2023 - Dec 13, 2023
#5	-18.53% Nov 15, 2022 - Sep 8, 2023	-10.57% Sep 26, 2024 - Mar 5, 2025
#6	-16.76% May 10, 2006 - Nov 29, 2006	-7.63% Jul 12, 2024 - Aug 23, 2024
#7	-15.93% Jan 3, 2008 - Apr 16, 2008	-7.02% Feb 1, 2023 - Apr 3, 2023
#8	-15.87% Sep 29, 2005 - Jan 13, 2006	-5.67% Nov 12, 2025 - Dec 11, 2025
#9	-15.10% Mar 4, 2005 - Jun 17, 2005	-5.18% Jun 24, 2022 - Jul 27, 2022
#10	-15.03% Mar 27, 2026 - Jul 1, 2026	-4.79% Mar 27, 2024 - May 9, 2024
#11	-13.45% Apr 5, 2024 - Nov 20, 2024	-4.63% Jul 23, 2025 - Aug 15, 2025
#12	-13.03% Sep 14, 2023 - Mar 19, 2024	-4.26% Aug 30, 2024 - Sep 26, 2024
#13	-12.74% Dec 14, 2006 - Apr 4, 2007	-4.08% Jun 15, 2023 - Jul 13, 2023
#14	-12.51% Jul 19, 2007 - Sep 18, 2007	-3.92% Apr 24, 2023 - Jun 13, 2023
#15	-11.56% Jan 30, 2006 - Apr 18, 2006	-3.64% Jun 6, 2024 - Jul 12, 2024

Correlation

Correlation between VDE and JIRE is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84

-101

Dividend Comparison (2004 - 2026)

VDE vs JIRE dividend yield comparison.

Year	VDE	JIRE
2026	1.19%	0.00%
2025	3.11%	2.99%
2024	3.23%	3.03%
2023	3.34%	2.74%
2022	3.65%	2.62%
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%