VDE vs SCHO

Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and SCHWAB SHORT-TERM U.S. TREASURY ETF (SCHO, ETF).

5-Year PerformanceVDE has outperformed SCHO, delivering a return of +21.8% compared to +1.8%

VDE vs SCHO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	VDE(ETF)	SCHO(ETF)
Net Assets	$13B	$13B
Expense Ratio	0.09%	0.03%
Max Drawdown	78.51%	7.87%
Sharpe Ratio	1.82	-0.14
5Y Beta	0.60	-0.02
P/E Ratio	19.01	N/A
Forward P/E	13.27	N/A
5Y Dividends CAGR	22.11%	32.98%
5Y EPS CAGR	22.53%	N/A
P/S Ratio	1.55	N/A
P/B Ratio	2.42	N/A

Net Assets

Winner

VDE

$13B

SCHO

$13B

Expense Ratio

VDE

0.09%

Winner

SCHO

0.03%

Max Drawdown

VDE

78.51%

Winner

SCHO

7.87%

Sharpe Ratio

Winner

VDE

1.82

SCHO

-0.14

5Y Beta

VDE

0.60

Winner

SCHO

-0.02

P/E Ratio

VDE

19.01

SCHO

N/A

Forward P/E

VDE

13.27

SCHO

N/A

5Y Dividends CAGR

VDE

22.11%

Winner

SCHO

32.98%

5Y EPS CAGR

VDE

22.53%

SCHO

N/A

P/S Ratio

VDE

1.55

SCHO

N/A

P/B Ratio

VDE

2.42

SCHO

N/A

VDE vs SCHO - Historical Returns

Returns include dividend reinvestment.

Period	VDE	SCHO
1 month	+0.84%	-0.06%
3 months	+8.58%	-0.08%
6 months	+30.47%	+0.97%
1 year	+42.63%	+3.66%
5 years(CAGR)	+21.78%	+1.80%
10 years(CAGR)	+9.69%	+1.71%
Max(CAGR)	+8.29%	+1.34%

Winner

VDE

+0.84%

SCHO

-0.06%

Winner

VDE

+8.58%

SCHO

-0.08%

Winner

VDE

+30.47%

SCHO

+0.97%

Winner

VDE

+42.63%

SCHO

+3.66%

5Y(CAGR)

Winner

VDE

+21.78%

SCHO

+1.80%

10Y(CAGR)

Winner

VDE

+9.69%

SCHO

+1.71%

Max(CAGR)

Winner

VDE

+8.29%

SCHO

+1.34%

VDE vs SCHO - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

Year	VDE	SCHO
2026	+27.93%	+0.40%
2025	+5.79%	+5.14%
2024	+5.70%	+3.78%
2023	+4.13%	+4.20%
2022	+57.80%	-3.76%
2021	+55.40%	-0.66%
2020	-33.63%	+3.11%
2019	+6.90%	+3.49%
2018	-21.37%	+1.36%
2017	-3.64%	+0.35%
2016	+29.21%	+0.68%
2015	-23.61%	+0.43%
2014	-8.64%	+0.61%
2013	+22.95%	+0.35%
2012	+0.65%	+0.31%
2011	+1.84%	+1.43%
2010	+17.40%	+0.15%
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 SCHO Drawdown Comparison

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

The maximum drawdown for SCHO was -5.69%, occurring on Oct 20, 2022. Recovery took 700 trading sessions.

The current VDE drawdown is -7.50%. The current SCHO drawdown is -0.33%.

Rank	VDE	SCHO
#1	-74.23% Jun 23, 2014 - Apr 8, 2022	-5.69% Aug 3, 2021 - May 15, 2024
#2	-58.18% May 20, 2008 - Sep 11, 2013	-1.07% Sep 7, 2017 - Nov 19, 2018
#3	-26.56% Jun 7, 2022 - Nov 1, 2022	-0.98% Sep 24, 2024 - Jan 24, 2025
#4	-21.39% Nov 22, 2024 - Jan 5, 2026	-0.94% Jul 5, 2016 - Aug 1, 2017
#5	-18.53% Nov 15, 2022 - Sep 8, 2023	-0.86% Feb 27, 2026 - Mar 26, 2026
#6	-16.76% May 10, 2006 - Nov 29, 2006	-0.78% Nov 1, 2010 - Apr 29, 2011
#7	-15.93% Jan 3, 2008 - Apr 16, 2008	-0.70% Oct 14, 2015 - Feb 2, 2016
#8	-15.87% Sep 29, 2005 - Jan 13, 2006	-0.69% Sep 4, 2019 - Oct 3, 2019
#9	-15.10% Mar 4, 2005 - Jun 17, 2005	-0.64% Apr 30, 2025 - Jun 20, 2025
#10	-13.45% Apr 5, 2024 - Nov 20, 2024	-0.53% Oct 15, 2014 - Jan 14, 2015
#11	-13.03% Sep 14, 2023 - Mar 19, 2024	-0.48% Feb 11, 2016 - Apr 5, 2016
#12	-12.74% Dec 14, 2006 - Apr 4, 2007	-0.45% Apr 4, 2025 - Apr 21, 2025
#13	-12.51% Jul 19, 2007 - Sep 18, 2007	-0.45% Feb 2, 2015 - Apr 1, 2015
#14	-11.80% Mar 27, 2026 - Apr 17, 2026	-0.45% Jan 30, 2012 - May 11, 2012
#15	-11.56% Jan 30, 2006 - Apr 18, 2006	-0.42% May 1, 2013 - Sep 25, 2013

Correlation

Correlation between VDE and SCHO is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.58

-101

Dividend Comparison (2004 - 2026)

VDE vs SCHO dividend yield comparison.

Year	VDE	SCHO
2026	0.59%	1.27%
2025	3.11%	4.06%
2024	3.23%	4.29%
2023	3.34%	3.76%
2022	3.65%	1.34%
2021	4.13%	0.42%
2020	4.76%	1.28%
2019	3.42%	2.27%
2018	3.35%	1.60%
2017	2.90%	1.12%
2016	2.31%	0.82%
2015	3.17%	0.68%
2014	1.98%	0.47%
2013	1.74%	0.29%
2012	1.95%	0.29%
2011	1.60%	0.41%
2010	1.25%	0.13%
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%