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VDE vs SPY

Comparison between VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceVDE has outperformed SPY, delivering a return of +18.1% compared to +13.0%

VDE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
VDE
$12B
Winner
SPY
$784B
Expense Ratio
VDE
0.09%
SPY
0.09%
Max Drawdown
VDE
78.51%
Winner
SPY
56.47%
Sharpe Ratio
VDE
1.09
Winner
SPY
1.54
5Y Beta
Winner
VDE
0.55
SPY
1.00
P/E Ratio
Winner
VDE
18.99
SPY
27.62
Forward P/E
Winner
VDE
11.87
SPY
21.11
5Y Dividends CAGR
Winner
VDE
22.11%
SPY
6.00%
5Y EPS CAGR
VDE
20.63%
Winner
SPY
25.30%
Debt to Equity
VDE
N/A
SPY
31.11%
P/S Ratio
Winner
VDE
1.45
SPY
3.49
P/B Ratio
Winner
VDE
2.20
SPY
5.30

VDE vs SPY - Holdings Comparison

VDE and SPY have 22 common holdings. Overlap is 3.09%

VDE's top 25 holdings weight is 84.18%. SPY's top 25 holdings weight is 51.24%.

RankVDESPY
#1
EXXON MOBIL CORP (XOM) - 20.91%
NVIDIA CORP (NVDA) - 7.81%
#2
CHEVRON CORP (CVX) - 14.18%
APPLE INC (AAPL) - 6.81%
#3
CONOCOPHILLIPS (COP) - 5.88%
MICROSOFT CORP (MSFT) - 4.53%
#4
WILLIAMS COMPANIES INC (WMB) - 3.59%
AMAZON.COM INC (AMZN) - 3.72%
#5
VALERO ENERGY CORP (VLO) - 3.03%
ALPHABET INC CLASS A (GOOGL) - 3.39%
#6
MARATHON PETROLEUM CORP (MPC) - 3.02%
BROADCOM INC (AVGO) - 2.77%
#7
EOG RESOURCES INC (EOG) - 2.97%
ALPHABET INC CLASS C (GOOG) - 2.72%
#8
SLB LTD (SLB) - 2.92%
META PLATFORMS INC CLASS A (META) - 2.03%
#9
PHILLIPS 66 (PSX) - 2.80%
MICRON TECHNOLOGY INC (MU) - 1.78%
#10
BAKER HUGHES CO CLASS A (BKR) - 2.66%
TESLA INC (TSLA) - 1.76%
#11
KINDER MORGAN INC CLASS P (KMI) - 2.55%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.41%
#12
CHENIERE ENERGY INC (LNG) - 2.34%
JPMORGAN CHASE & CO (JPM) - 1.38%
#13
ONEOK INC (OKE) - 2.26%
ELI LILLY AND CO (LLY) - 1.38%
#14
TARGA RESOURCES CORP (TRGP) - 2.17%
ADVANCED MICRO DEVICES INC (AMD) - 1.28%
#15
OCCIDENTAL PETROLEUM CORP (OXY) - 1.56%
EXXON MOBIL CORP (XOM) - 0.92%
#16
DIAMONDBACK ENERGY INC (FANG) - 1.50%
JOHNSON & JOHNSON (JNJ) - 0.88%
#17
EQT CORP (EQT) - 1.46%
VISA INC CLASS A (V) - 0.87%
#18
HALLIBURTON CO (HAL) - 1.41%
INTEL CORP (INTC) - 0.85%
#19
TECHNIPFMC PLC (FTI) - 1.25%
WALMART INC (WMT) - 0.82%
#20
DEVON ENERGY CORP (DVN) - 1.23%
CISCO SYSTEMS INC (CSCO) - 0.73%
#21
COTERRA ENERGY INC ORDINARY SHARES (n/a) - 1.08%
LAM RESEARCH CORP (LRCX) - 0.71%
#22
TEXAS PACIFIC LAND CORP (TPL) - 1.03%
APPLIED MATERIALS INC (AMAT) - 0.70%
#23
EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 0.96%
CATERPILLAR INC (CAT) - 0.68%
#24
OVINTIV INC (OVV) - 0.71%
COSTCO WHOLESALE CORP (COST) - 0.68%
#25
MKTLIQ 12/31/2049 (n/a) - 0.71%
MASTERCARD INC CLASS A (MA) - 0.63%
Total Holdings112505

VDE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
VDE
-10.20%
Winner
SPY
-1.41%
3M
VDE
-12.34%
Winner
SPY
+12.54%
6M
Winner
VDE
+21.41%
SPY
+6.77%
1Y
Winner
VDE
+29.14%
SPY
+22.18%
5Y(CAGR)
Winner
VDE
+18.13%
SPY
+13.04%
10Y(CAGR)
VDE
+8.61%
Winner
SPY
+15.54%
Max(CAGR)
VDE
+7.83%
Winner
SPY
+8.44%

VDE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearVDESPY
2026+17.93%+7.90%
2025+5.79%+18.00%
2024+5.70%+25.59%
2023+4.13%+26.72%
2022+57.80%-18.64%
2021+55.40%+30.52%
2020-33.63%+17.28%
2019+6.90%+31.09%
2018-21.37%-5.24%
2017-3.64%+20.78%
2016+29.21%+13.59%
2015-23.61%+1.31%
2014-8.64%+14.56%
2013+22.95%+29.00%
2012+0.65%+14.17%
2011+1.84%+0.85%
2010+17.40%+13.14%
2009+18.68%+22.67%
2008-40.08%-36.25%
2007+40.01%+5.32%
2006+14.00%+13.85%
2005+44.17%+5.32%
2004+5.32%+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

VDE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current VDE drawdown is -14.73%. The current SPY drawdown is -3.22%.

RankVDESPY
#1-74.23%
Jun 23, 2014 - Apr 8, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-58.18%
May 20, 2008 - Sep 11, 2013		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-26.56%
Jun 7, 2022 - Nov 1, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-21.39%
Nov 22, 2024 - Jan 5, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.53%
Nov 15, 2022 - Sep 8, 2023		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-16.76%
May 10, 2006 - Nov 29, 2006		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.93%
Jan 3, 2008 - Apr 16, 2008		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.87%
Sep 29, 2005 - Jan 13, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.10%
Mar 4, 2005 - Jun 17, 2005		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.73%
Mar 27, 2026 - Jun 24, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.45%
Apr 5, 2024 - Nov 20, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.03%
Sep 14, 2023 - Mar 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.74%
Dec 14, 2006 - Apr 4, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.51%
Jul 19, 2007 - Sep 18, 2007		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.56%
Jan 30, 2006 - Apr 18, 2006		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between VDE and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

VDE vs SPY dividend yield comparison.

YearVDESPY
20260.64%0.50%
20253.11%1.07%
20243.23%1.21%
20233.34%1.40%
20223.65%1.65%
20214.13%1.20%
20204.76%1.52%
20193.42%1.75%
20183.35%2.04%
20172.90%1.80%
20162.31%2.03%
20153.17%2.06%
20141.98%1.87%
20131.74%1.81%
20121.95%2.18%
20111.60%2.05%
20101.25%1.80%
20091.43%1.95%
20081.76%3.02%
20070.83%1.85%
20061.09%1.73%
20050.97%1.73%
20040.41%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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