VDE vs PBUS
Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and INVESCO MSCI USA ETF (PBUS, ETF).
5-Year PerformanceVDE has outperformed PBUS, delivering a return of +23.2% compared to +12.6%
VDE vs PBUS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VDE
$11B
Winner
PBUS
$11B
Expense Ratio
VDE
0.09%
Winner
PBUS
0.04%
Max Drawdown
VDE
78.51%
Winner
PBUS
33.60%
Sharpe Ratio
Winner
VDE
1.57
PBUS
1.21
5Y Beta
Winner
VDE
0.54
PBUS
0.98
P/E Ratio
Winner
VDE
27.84
PBUS
29.17
Forward P/E
Winner
VDE
12.87
PBUS
21.31
5Y Dividends CAGR
Winner
VDE
14.69%
PBUS
11.88%
5Y EPS CAGR
VDE
20.00%
Winner
PBUS
25.43%
Debt to Equity
VDE
N/A
PBUS
32.84%
P/S Ratio
Winner
VDE
1.57
PBUS
3.81
P/B Ratio
Winner
VDE
2.34
PBUS
5.72
VDE vs PBUS - Holdings Comparison
VDE and PBUS have 22 common holdings. Overlap is 3.18%
VDE's top 25 holdings weight is 85.37%. PBUS's top 25 holdings weight is 50.55%.
| Rank | VDE | PBUS |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% | NVIDIA CORP (NVDA) - 7.52% |
| #2 | CHEVRON CORP (CVX) - 13.43% | APPLE INC (AAPL) - 7.37% |
| #3 | CONOCOPHILLIPS (COP) - 5.48% | MICROSOFT CORP (MSFT) - 4.28% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 3.95% | AMAZON.COM INC (AMZN) - 3.78% |
| #5 | VALERO ENERGY CORP (VLO) - 3.48% | ALPHABET INC CLASS A (GOOGL) - 3.31% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.36% | BROADCOM INC (AVGO) - 2.72% |
| #7 | SLB LTD (SLB) - 3.09% | ALPHABET INC CLASS C (GOOG) - 2.62% |
| #8 | EOG RESOURCES INC (EOG) - 3.09% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | PHILLIPS 66 (PSX) - 2.98% | TESLA INC (TSLA) - 1.70% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 2.71% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.52% | JPMORGAN CHASE & CO (JPM) - 1.43% |
| #12 | ONEOK INC (OKE) - 2.39% | ELI LILLY AND CO (LLY) - 1.42% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.39% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.21% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.04% |
| #15 | DEVON ENERGY CORP (DVN) - 2.04% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 1.45% | VISA INC CLASS A (V) - 0.91% |
| #17 | EQT CORP (EQT) - 1.45% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #18 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% | WALMART INC (WMT) - 0.76% |
| #19 | HALLIBURTON CO (HAL) - 1.28% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #20 | TECHNIPFMC PLC (FTI) - 1.23% | INTEL CORP (INTC) - 0.69% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.98% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% | MASTERCARD INC CLASS A (MA) - 0.67% |
| #23 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% | ABBVIE INC (ABBV) - 0.66% |
| #24 | OVINTIV INC (OVV) - 0.68% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 118 | 531 |
VDE vs PBUS - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VDE
+8.39%
PBUS
+0.60%
3M
VDE
+5.02%
Winner
PBUS
+6.69%
6M
Winner
VDE
+21.72%
PBUS
+9.79%
1Y
Winner
VDE
+42.81%
PBUS
+20.09%
5Y(CAGR)
Winner
VDE
+23.23%
PBUS
+12.58%
10Y(CAGR)
VDE
+9.47%
Winner
PBUS
+15.01%
Max(CAGR)
VDE
+8.30%
Winner
PBUS
+15.01%
VDE vs PBUS - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VDE | PBUS |
|---|---|---|
| 2026 | +30.26% | +10.04% |
| 2025 | +5.79% | +17.87% |
| 2024 | +5.70% | +25.98% |
| 2023 | +4.13% | +27.76% |
| 2022 | +57.80% | -19.92% |
| 2021 | +55.40% | +28.64% |
| 2020 | -33.63% | +20.46% |
| 2019 | +6.90% | +30.96% |
| 2018 | -21.37% | -4.76% |
| 2017 | -3.64% | +7.13% |
| 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 PBUS Drawdown Comparison
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The maximum drawdown for PBUS was -33.15%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current VDE drawdown is -5.82%. The current PBUS drawdown is -1.11%.
| Rank | VDE | PBUS |
|---|---|---|
| #1 | -74.23% Jun 23, 2014 - Apr 8, 2022 | -33.15% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -58.18% May 20, 2008 - Sep 11, 2013 | -25.41% Dec 27, 2021 - Dec 13, 2023 |
| #3 | -26.56% Jun 7, 2022 - Nov 1, 2022 | -19.07% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -21.39% Nov 22, 2024 - Jan 5, 2026 | -18.93% Sep 26, 2018 - Apr 5, 2019 |
| #5 | -18.53% Nov 15, 2022 - Sep 8, 2023 | -10.09% Jan 23, 2018 - Aug 16, 2018 |
| #6 | -16.76% May 10, 2006 - Nov 29, 2006 | -9.67% Sep 2, 2020 - Nov 13, 2020 |
| #7 | -15.93% Jan 3, 2008 - Apr 16, 2008 | -9.03% Jan 12, 2026 - Apr 15, 2026 |
| #8 | -15.87% Sep 29, 2005 - Jan 13, 2006 | -8.48% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -15.10% Mar 4, 2005 - Jun 17, 2005 | -7.31% Apr 29, 2019 - Jun 24, 2019 |
| #10 | -15.03% Mar 27, 2026 - Jul 1, 2026 | -6.28% Jul 26, 2019 - Oct 28, 2019 |
| #11 | -13.45% Apr 5, 2024 - Nov 20, 2024 | -5.48% Mar 28, 2024 - May 14, 2024 |
| #12 | -13.03% Sep 14, 2023 - Mar 19, 2024 | -5.41% Sep 3, 2021 - Oct 20, 2021 |
| #13 | -12.74% Dec 14, 2006 - Apr 4, 2007 | -5.28% Feb 12, 2021 - Mar 15, 2021 |
| #14 | -12.51% Jul 19, 2007 - Sep 18, 2007 | -5.26% Oct 29, 2025 - Dec 11, 2025 |
| #15 | -11.56% Jan 30, 2006 - Apr 18, 2006 | -4.57% Nov 18, 2021 - Dec 23, 2021 |
Correlation
Correlation between VDE and PBUS is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (2004 - 2026)
VDE vs PBUS dividend yield comparison.
| Year | VDE | PBUS |
|---|---|---|
| 2026 | 1.21% | 0.53% |
| 2025 | 3.11% | 1.05% |
| 2024 | 3.23% | 1.20% |
| 2023 | 3.34% | 1.36% |
| 2022 | 3.65% | 1.71% |
| 2021 | 4.13% | 0.98% |
| 2020 | 4.76% | 1.35% |
| 2019 | 3.42% | 1.53% |
| 2018 | 3.35% | 2.33% |
| 2017 | 2.90% | 0.50% |
| 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% |
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