VDE vs SCHM
Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and SCHWAB U.S. MID-CAP ETF (SCHM, ETF).
5-Year PerformanceVDE has outperformed SCHM, delivering a return of +20.4% compared to +7.5%
VDE vs SCHM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VDE
$13B
SCHM
$13B
Expense Ratio
VDE
0.09%
Winner
SCHM
0.04%
Max Drawdown
VDE
78.51%
Winner
SCHM
42.43%
Sharpe Ratio
Winner
VDE
1.78
SCHM
1.73
5Y Beta
Winner
VDE
0.60
SCHM
1.00
P/E Ratio
Winner
VDE
19.77
SCHM
32.87
Forward P/E
Winner
VDE
15.00
SCHM
16.73
5Y Dividends CAGR
Winner
VDE
22.11%
SCHM
9.77%
5Y EPS CAGR
Winner
VDE
22.86%
SCHM
11.45%
Debt to Equity
VDE
N/A
SCHM
8.63%
P/S Ratio
Winner
VDE
1.58
SCHM
1.66
P/B Ratio
Winner
VDE
2.45
SCHM
2.73
VDE vs SCHM - Holdings Comparison
VDE and SCHM have 13 common holdings. Overlap is 2.61%
VDE's top 25 holdings weight is 85.26%. SCHM's top 25 holdings weight is 17.03%.
| Rank | VDE | SCHM |
|---|---|---|
| #1 | EXXON MOBIL CORP (XOM) - 22.42% | SANDISK CORP ORDINARY SHARES (SNDK) - 2.91% |
| #2 | CHEVRON CORP (CVX) - 14.86% | CIENA CORP (CIEN) - 1.31% |
| #3 | CONOCOPHILLIPS (COP) - 5.76% | BLOOM ENERGY CORP CLASS A (BE) - 1.15% |
| #4 | WILLIAMS COMPANIES INC (WMB) - 3.82% | COHERENT CORP (COHR) - 1.12% |
| #5 | SLB LTD (SLB) - 2.85% | LUMENTUM HOLDINGS INC (LITE) - 1.11% |
| #6 | EOG RESOURCES INC (EOG) - 2.85% | FLEX LTD (FLEX) - 0.63% |
| #7 | KINDER MORGAN INC CLASS P (KMI) - 2.80% | STEEL DYNAMICS INC (STLD) - 0.61% |
| #8 | BAKER HUGHES CO CLASS A (BKR) - 2.71% | TECHNIPFMC PLC (n/a) - 0.60% |
| #9 | VALERO ENERGY CORP (VLO) - 2.67% | CASEY'S GENERAL STORES INC (CASY) - 0.57% |
| #10 | PHILLIPS 66 (PSX) - 2.62% | TAPESTRY INC (TPR) - 0.57% |
| #11 | MARATHON PETROLEUM CORP (MPC) - 2.62% | REVOLUTION MEDICINES INC ORDINARY SHARES (RVMD) - 0.56% |
| #12 | ONEOK INC (OKE) - 2.19% | CURTISS-WRIGHT CORP (CW) - 0.51% |
| #13 | CHENIERE ENERGY INC (LNG) - 2.17% | XPO INC (XPO) - 0.51% |
| #14 | TARGA RESOURCES CORP (TRGP) - 2.13% | TEXAS PACIFIC LAND CORP (TPL) - 0.49% |
| #15 | EQT CORP (EQT) - 1.63% | UNITED THERAPEUTICS CORP (UTHR) - 0.48% |
| #16 | OCCIDENTAL PETROLEUM CORP (OXY) - 1.48% | OMNICOM GROUP INC (OMC) - 0.48% |
| #17 | DIAMONDBACK ENERGY INC (FANG) - 1.38% | CENTENE CORP (CNC) - 0.46% |
| #18 | TEXAS PACIFIC LAND CORP (TPL) - 1.32% | NISOURCE INC (NI) - 0.46% |
| #19 | HALLIBURTON CO (HAL) - 1.31% | FABRINET (FN) - 0.45% |
| #20 | TECHNIPFMC PLC (FTI) - 1.19% | MASTEC INC (MTZ) - 0.45% |
| #21 | DEVON ENERGY CORP (DVN) - 1.13% | MODERNA INC (MRNA) - 0.32% |
| #22 | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.10% | INCYTE CORP (INCY) - 0.32% |
| #23 | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.00% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 0.32% |
| #24 | OVINTIV INC (OVV) - 0.63% | KIMCO REALTY CORP (KIM) - 0.32% |
| #25 | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.62% | JONES LANG LASALLE INC (JLL) - 0.32% |
| Total Holdings | 112 | 457 |
VDE vs SCHM - Historical Returns
Returns include dividend reinvestment.
1M
VDE
-3.88%
Winner
SCHM
+7.06%
3M
VDE
+5.30%
Winner
SCHM
+6.30%
6M
Winner
VDE
+27.28%
SCHM
+18.68%
1Y
Winner
VDE
+42.84%
SCHM
+33.44%
5Y(CAGR)
Winner
VDE
+20.43%
SCHM
+7.45%
10Y(CAGR)
VDE
+9.62%
Winner
SCHM
+11.42%
Max(CAGR)
VDE
+8.13%
Winner
SCHM
+11.35%
VDE vs SCHM - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VDE | SCHM |
|---|---|---|
| 2026 | +23.79% | +14.25% |
| 2025 | +5.79% | +10.33% |
| 2024 | +5.70% | +12.62% |
| 2023 | +4.13% | +17.39% |
| 2022 | +57.80% | -17.26% |
| 2021 | +55.40% | +21.32% |
| 2020 | -33.63% | +14.95% |
| 2019 | +6.90% | +27.82% |
| 2018 | -21.37% | -9.47% |
| 2017 | -3.64% | +18.99% |
| 2016 | +29.21% | +16.05% |
| 2015 | -23.61% | +0.01% |
| 2014 | -8.64% | +11.21% |
| 2013 | +22.95% | +32.95% |
| 2012 | +0.65% | +16.31% |
| 2011 | +1.84% | -2.92% |
| 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 SCHM Drawdown Comparison
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The maximum drawdown for SCHM was -42.43%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current VDE drawdown is -10.49%. The current SCHM drawdown is -0.66%.
| Rank | VDE | SCHM |
|---|---|---|
| #1 | -74.23% Jun 23, 2014 - Apr 8, 2022 | -42.43% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -58.18% May 20, 2008 - Sep 11, 2013 | -26.46% Nov 16, 2021 - Mar 21, 2024 |
| #3 | -26.56% Jun 7, 2022 - Nov 1, 2022 | -26.37% Apr 29, 2011 - Mar 13, 2012 |
| #4 | -21.39% Nov 22, 2024 - Jan 5, 2026 | -23.27% Nov 25, 2024 - Sep 5, 2025 |
| #5 | -18.53% Nov 15, 2022 - Sep 8, 2023 | -22.73% Sep 14, 2018 - Jul 5, 2019 |
| #6 | -16.76% May 10, 2006 - Nov 29, 2006 | -19.98% Jun 23, 2015 - Jul 12, 2016 |
| #7 | -15.93% Jan 3, 2008 - Apr 16, 2008 | -12.09% Mar 19, 2012 - Sep 12, 2012 |
| #8 | -15.87% Sep 29, 2005 - Jan 13, 2006 | -10.78% Sep 2, 2014 - Nov 20, 2014 |
| #9 | -15.10% Mar 4, 2005 - Jun 17, 2005 | -9.61% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -13.45% Apr 5, 2024 - Nov 20, 2024 | -9.32% Feb 26, 2026 - Apr 14, 2026 |
| #11 | -13.03% Sep 14, 2023 - Mar 19, 2024 | -8.18% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -12.74% Dec 14, 2006 - Apr 4, 2007 | -7.35% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -12.51% Jul 19, 2007 - Sep 18, 2007 | -7.34% May 21, 2013 - Jul 11, 2013 |
| #14 | -11.80% Mar 27, 2026 - Apr 17, 2026 | -7.19% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -11.56% Jan 30, 2006 - Apr 18, 2006 | -7.05% Mar 28, 2024 - Jul 16, 2024 |
Correlation
Correlation between VDE and SCHM is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.65
-101
Dividend Comparison (2004 - 2026)
VDE vs SCHM dividend yield comparison.
| Year | VDE | SCHM |
|---|---|---|
| 2026 | 0.61% | 0.22% |
| 2025 | 3.11% | 1.46% |
| 2024 | 3.23% | 1.43% |
| 2023 | 3.34% | 1.50% |
| 2022 | 3.65% | 1.67% |
| 2021 | 4.13% | 1.13% |
| 2020 | 4.76% | 1.31% |
| 2019 | 3.42% | 1.48% |
| 2018 | 3.35% | 1.56% |
| 2017 | 2.90% | 1.27% |
| 2016 | 2.31% | 1.51% |
| 2015 | 3.17% | 1.54% |
| 2014 | 1.98% | 1.48% |
| 2013 | 1.74% | 1.27% |
| 2012 | 1.95% | 1.67% |
| 2011 | 1.60% | 1.19% |
| 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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