VDE vs SCHH
Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and SCHWAB U.S. REIT ETF (SCHH, ETF).
VDE is from the Energy sector, while SCHH is from the Real Estate sector.
5-Year PerformanceVDE has outperformed SCHH, delivering a return of +23.2% compared to +3.5%
VDE vs SCHH - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
VDE
$11B
SCHH
$11B
Expense Ratio
VDE
0.09%
Winner
SCHH
0.07%
Max Drawdown
VDE
78.51%
Winner
SCHH
44.22%
Sharpe Ratio
Winner
VDE
1.57
SCHH
1.01
5Y Beta
VDE
0.54
Winner
SCHH
0.45
P/E Ratio
Winner
VDE
27.84
SCHH
36.08
Forward P/E
Winner
VDE
12.87
SCHH
35.66
5Y Dividends CAGR
Winner
VDE
14.69%
SCHH
6.48%
5Y EPS CAGR
Winner
VDE
20.00%
SCHH
7.93%
Debt to Equity
VDE
N/A
SCHH
42.92%
P/S Ratio
Winner
VDE
1.57
SCHH
7.49
P/B Ratio
Winner
VDE
2.34
SCHH
2.63
VDE vs SCHH - Holdings Comparison
VDE and SCHH have 1 common holdings. Overlap is 0.01%
VDE's top 25 holdings weight is 85.37%. SCHH's top 25 holdings weight is 70.87%.
| Rank | VDE | SCHH |
|---|---|---|
| #1 | EXXONMOBIL HOLDINGS CORP (XOM) - 21.52% | WELLTOWER INC (WELL) - 10.71% |
| #2 | CHEVRON CORP (CVX) - 13.43% | PROLOGIS INC (PLD) - 8.69% |
| #3 | CONOCOPHILLIPS (COP) - 5.48% | SIMON PROPERTY GROUP INC (SPG) - 4.71% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 3.95% | DIGITAL REALTY TRUST INC (DLR) - 4.23% |
| #5 | VALERO ENERGY CORP (VLO) - 3.48% | EQUINIX INC (EQIX) - 4.10% |
| #6 | MARATHON PETROLEUM CORP (MPC) - 3.36% | REALTY INCOME CORP (O) - 4.07% |
| #7 | SLB LTD (SLB) - 3.09% | AMERICAN TOWER CORP (AMT) - 3.99% |
| #8 | EOG RESOURCES INC (EOG) - 3.09% | PUBLIC STORAGE (PSA) - 3.43% |
| #9 | PHILLIPS 66 (PSX) - 2.98% | VENTAS INC (VTR) - 3.10% |
| #10 | KINDER MORGAN INC CLASS P (KMI) - 2.71% | IRON MOUNTAIN INC (IRM) - 2.54% |
| #11 | TARGA RESOURCES CORP (TRGP) - 2.52% | CROWN CASTLE INC (CCI) - 2.39% |
| #12 | ONEOK INC (OKE) - 2.39% | EXTRA SPACE STORAGE INC (EXR) - 2.11% |
| #13 | BAKER HUGHES CO CLASS A (BKR) - 2.39% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 1.98% |
| #14 | CHENIERE ENERGY INC (LNG) - 2.21% | AVALONBAY COMMUNITIES INC (AVB) - 1.82% |
| #15 | DEVON ENERGY CORP (DVN) - 2.04% | EQUITY RESIDENTIAL (EQR) - 1.61% |
| #16 | DIAMONDBACK ENERGY INC (FANG) - 1.45% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.37% |
| #17 | EQT CORP (EQT) - 1.45% | ESSEX PROPERTY TRUST INC (ESS) - 1.30% |
| #18 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.41% | WEYERHAEUSER CO (WY) - 1.19% |
| #19 | HALLIBURTON CO (HAL) - 1.28% | KIMCO REALTY CORP (KIM) - 1.17% |
| #20 | TECHNIPFMC PLC (FTI) - 1.23% | INVITATION HOMES INC (INVH) - 1.12% |
| #21 | TEXAS PACIFIC LAND CORP (TPL) - 0.98% | W.P. CAREY INC (WPC) - 1.11% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.97% | MID-AMERICA APARTMENT COMMUNITIES INC (MAA) - 1.06% |
| #23 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.68% | HOST HOTELS & RESORTS INC (HST) - 1.05% |
| #24 | OVINTIV INC (OVV) - 0.68% | HEALTHPEAK PROPERTIES INC (DOC) - 1.03% |
| #25 | PERMIAN RESOURCES CORP CLASS A (PR) - 0.60% | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.99% |
| Total Holdings | 118 | 122 |
VDE vs SCHH - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VDE
+8.39%
SCHH
+4.37%
3M
VDE
+5.02%
Winner
SCHH
+6.99%
6M
Winner
VDE
+21.72%
SCHH
+15.30%
1Y
Winner
VDE
+42.81%
SCHH
+18.26%
5Y(CAGR)
Winner
VDE
+23.23%
SCHH
+3.52%
10Y(CAGR)
Winner
VDE
+9.47%
SCHH
+3.86%
Max(CAGR)
Winner
VDE
+8.30%
SCHH
+7.24%
VDE vs SCHH - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VDE | SCHH |
|---|---|---|
| 2026 | +30.26% | +18.78% |
| 2025 | +5.79% | +3.20% |
| 2024 | +5.70% | +3.89% |
| 2023 | +4.13% | +11.27% |
| 2022 | +57.80% | -24.46% |
| 2021 | +55.40% | +45.90% |
| 2020 | -33.63% | -13.48% |
| 2019 | +6.90% | +26.23% |
| 2018 | -21.37% | -4.02% |
| 2017 | -3.64% | +3.43% |
| 2016 | +29.21% | +7.86% |
| 2015 | -23.61% | +1.89% |
| 2014 | -8.64% | +32.13% |
| 2013 | +22.95% | -0.03% |
| 2012 | +0.65% | +15.83% |
| 2011 | +1.84% | +9.48% |
| 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 SCHH Drawdown Comparison
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The maximum drawdown for SCHH was -44.22%, occurring on Mar 23, 2020. Recovery took 328 trading sessions.
The current VDE drawdown is -5.82%. The current SCHH drawdown is -0.33%.
| Rank | VDE | SCHH |
|---|---|---|
| #1 | -74.23% Jun 23, 2014 - Apr 8, 2022 | -44.22% Feb 21, 2020 - Jun 10, 2021 |
| #2 | -58.18% May 20, 2008 - Sep 11, 2013 | -33.26% Dec 31, 2021 - Apr 17, 2026 |
| #3 | -26.56% Jun 7, 2022 - Nov 1, 2022 | -22.70% Jul 22, 2011 - Feb 1, 2012 |
| #4 | -21.39% Nov 22, 2024 - Jan 5, 2026 | -18.03% May 21, 2013 - May 30, 2014 |
| #5 | -18.53% Nov 15, 2022 - Sep 8, 2023 | -16.82% Aug 1, 2016 - Aug 17, 2018 |
| #6 | -16.76% May 10, 2006 - Nov 29, 2006 | -16.51% Jan 26, 2015 - Mar 31, 2016 |
| #7 | -15.93% Jan 3, 2008 - Apr 16, 2008 | -13.34% Dec 6, 2018 - Jan 31, 2019 |
| #8 | -15.87% Sep 29, 2005 - Jan 13, 2006 | -9.35% Sep 14, 2012 - Jan 18, 2013 |
| #9 | -15.10% Mar 4, 2005 - Jun 17, 2005 | -8.73% May 1, 2012 - Jul 2, 2012 |
| #10 | -15.03% Mar 27, 2026 - Jul 1, 2026 | -8.34% Aug 28, 2018 - Dec 6, 2018 |
| #11 | -13.45% Apr 5, 2024 - Nov 20, 2024 | -7.91% Sep 2, 2021 - Nov 2, 2021 |
| #12 | -13.03% Sep 14, 2023 - Mar 19, 2024 | -7.54% Sep 5, 2014 - Oct 23, 2014 |
| #13 | -12.74% Dec 14, 2006 - Apr 4, 2007 | -7.23% May 31, 2011 - Jul 7, 2011 |
| #14 | -12.51% Jul 19, 2007 - Sep 18, 2007 | -6.45% Oct 24, 2019 - Feb 12, 2020 |
| #15 | -11.56% Jan 30, 2006 - Apr 18, 2006 | -6.23% Feb 28, 2011 - Apr 20, 2011 |
Correlation
Correlation between VDE and SCHH is 0.52 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.52
-101
Dividend Comparison (2004 - 2026)
VDE vs SCHH dividend yield comparison.
| Year | VDE | SCHH |
|---|---|---|
| 2026 | 1.21% | 1.15% |
| 2025 | 3.11% | 3.04% |
| 2024 | 3.23% | 3.22% |
| 2023 | 3.34% | 3.24% |
| 2022 | 3.65% | 2.55% |
| 2021 | 4.13% | 1.50% |
| 2020 | 4.76% | 2.86% |
| 2019 | 3.42% | 2.86% |
| 2018 | 3.35% | 3.64% |
| 2017 | 2.90% | 2.22% |
| 2016 | 2.31% | 2.81% |
| 2015 | 3.17% | 2.48% |
| 2014 | 1.98% | 2.18% |
| 2013 | 1.74% | 2.59% |
| 2012 | 1.95% | 2.51% |
| 2011 | 1.60% | 2.26% |
| 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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