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VDE vs SCHR

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

5-Year PerformanceVDE has outperformed SCHR, delivering a return of +20.4% compared to +0.2%

VDE vs SCHR - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
VDE
$13B
SCHR
$13B
Expense Ratio
VDE
0.09%
Winner
SCHR
0.03%
Max Drawdown
VDE
78.51%
Winner
SCHR
20.13%
Sharpe Ratio
Winner
VDE
1.78
SCHR
-0.00
5Y Beta
VDE
0.60
Winner
SCHR
-0.01
P/E Ratio
VDE
19.77
SCHR
N/A
Forward P/E
VDE
15.00
SCHR
N/A
5Y Dividends CAGR
Winner
VDE
22.11%
SCHR
21.51%
5Y EPS CAGR
VDE
22.86%
SCHR
N/A
P/S Ratio
VDE
1.58
SCHR
N/A
P/B Ratio
VDE
2.45
SCHR
N/A

VDE vs SCHR - Historical Returns

Returns include dividend reinvestment.

1M
VDE
-3.88%
Winner
SCHR
-0.04%
3M
Winner
VDE
+5.30%
SCHR
-0.18%
6M
Winner
VDE
+27.28%
SCHR
+0.50%
1Y
Winner
VDE
+42.84%
SCHR
+4.19%
5Y(CAGR)
Winner
VDE
+20.43%
SCHR
+0.19%
10Y(CAGR)
Winner
VDE
+9.62%
SCHR
+1.29%
Max(CAGR)
Winner
VDE
+8.13%
SCHR
+1.96%

VDE vs SCHR - Annual Returns (2004 - 2026)

Returns include dividend reinvestment.

YearVDESCHR
2026+23.79%+0.17%
2025+5.79%+7.37%
2024+5.70%+1.68%
2023+4.13%+3.85%
2022+57.80%-10.09%
2021+55.40%-2.67%
2020-33.63%+7.50%
2019+6.90%+6.13%
2018-21.37%+1.46%
2017-3.64%+1.52%
2016+29.21%+0.84%
2015-23.61%+1.40%
2014-8.64%+4.28%
2013+22.95%-2.60%
2012+0.65%+2.67%
2011+1.84%+10.32%
2010+17.40%-0.88%
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 SCHR Drawdown Comparison

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

The maximum drawdown for SCHR was -16.11%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current VDE drawdown is -10.49%. The current SCHR drawdown is -1.82%.

RankVDESCHR
#1-74.23%
Jun 23, 2014 - Apr 8, 2022
-16.11%
Aug 4, 2020 - Oct 20, 2022
#2-58.18%
May 20, 2008 - Sep 11, 2013
-5.79%
Nov 4, 2010 - Jun 24, 2011
#3-26.56%
Jun 7, 2022 - Nov 1, 2022
-5.38%
Jul 5, 2016 - Mar 22, 2019
#4-21.39%
Nov 22, 2024 - Jan 5, 2026
-5.23%
May 1, 2013 - Oct 13, 2014
#5-18.53%
Nov 15, 2022 - Sep 8, 2023
-2.68%
Feb 2, 2015 - Aug 24, 2015
#6-16.76%
May 10, 2006 - Nov 29, 2006
-2.56%
Jan 31, 2012 - May 4, 2012
#7-15.93%
Jan 3, 2008 - Apr 16, 2008
-2.48%
Sep 22, 2011 - Dec 16, 2011
#8-15.87%
Sep 29, 2005 - Jan 13, 2006
-2.26%
Sep 4, 2019 - Jan 27, 2020
#9-15.10%
Mar 4, 2005 - Jun 17, 2005
-2.21%
Mar 9, 2020 - Mar 23, 2020
#10-13.45%
Apr 5, 2024 - Nov 20, 2024
-2.14%
Oct 14, 2015 - Jan 20, 2016
#11-13.03%
Sep 14, 2023 - Mar 19, 2024
-1.89%
Jun 24, 2011 - Jul 13, 2011
#12-12.74%
Dec 14, 2006 - Apr 4, 2007
-1.73%
Feb 11, 2016 - Apr 7, 2016
#13-12.51%
Jul 19, 2007 - Sep 18, 2007
-1.56%
Jul 24, 2012 - Dec 5, 2012
#14-11.80%
Mar 27, 2026 - Apr 17, 2026
-1.44%
Dec 6, 2012 - Apr 4, 2013
#15-11.56%
Jan 30, 2006 - Apr 18, 2006
-1.43%
Aug 31, 2010 - Sep 22, 2010

Correlation

Correlation between VDE and SCHR is 0.20 which considered as a very weak or no correlation - the stocks move independently of each other.

0.20
-101

Dividend Comparison (2004 - 2026)

VDE vs SCHR dividend yield comparison.

YearVDESCHR
20260.61%1.30%
20253.11%3.85%
20243.23%3.77%
20233.34%3.16%
20223.65%2.02%
20214.13%1.00%
20204.76%1.62%
20193.42%2.31%
20183.35%2.11%
20172.90%1.65%
20162.31%1.46%
20153.17%1.56%
20141.98%1.44%
20131.74%1.07%
20121.95%1.07%
20111.60%1.53%
20101.25%0.57%
20091.43%0.00%
20081.76%0.00%
20070.83%0.00%
20061.09%0.00%
20050.97%0.00%
20040.41%0.00%

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