VFH vs VDE
Comparison between VANGUARD FINANCIALS INDEX FUND ETF SHARES (VFH, ETF) and VANGUARD ENERGY INDEX FUND ETF SHARES (VDE, ETF).
VFH is from the Financial Services sector, while VDE is from the Energy sector.
5-Year PerformanceVDE has outperformed VFH, delivering a return of +20.4% compared to +8.4%
VFH vs VDE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VFH
$13B
VDE
$13B
Expense Ratio
VFH
0.09%
VDE
0.09%
Max Drawdown
VFH
79.90%
Winner
VDE
78.51%
Sharpe Ratio
VFH
0.34
Winner
VDE
1.78
5Y Beta
VFH
0.86
Winner
VDE
0.60
P/E Ratio
Winner
VFH
16.17
VDE
19.77
Forward P/E
Winner
VFH
13.68
VDE
15.00
5Y Dividends CAGR
VFH
14.57%
Winner
VDE
22.11%
5Y EPS CAGR
VFH
10.95%
Winner
VDE
22.86%
P/S Ratio
VFH
2.94
Winner
VDE
1.58
P/B Ratio
Winner
VFH
2.03
VDE
2.45
VFH vs VDE - Holdings Comparison
VFH and VDE have 1 common holdings. Overlap is -0.05%
VFH's top 25 holdings weight is 65.17%. VDE's top 25 holdings weight is 85.26%.
| Rank | VFH | VDE |
|---|---|---|
| #1 | JPMORGAN CHASE & CO (JPM) - 9.06% | EXXON MOBIL CORP (XOM) - 22.42% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.99% | CHEVRON CORP (CVX) - 14.86% |
| #3 | MASTERCARD INC CLASS A (MA) - 5.13% | CONOCOPHILLIPS (COP) - 5.76% |
| #4 | VISA INC CLASS A (V) - 3.98% | WILLIAMS COMPANIES INC (WMB) - 3.82% |
| #5 | BANK OF AMERICA CORP (BAC) - 3.85% | SLB LTD (SLB) - 2.85% |
| #6 | MKTLIQ 12/31/2049 (n/a) - 3.40% | EOG RESOURCES INC (EOG) - 2.85% |
| #7 | WELLS FARGO & CO (WFC) - 3.03% | KINDER MORGAN INC CLASS P (KMI) - 2.80% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 2.92% | BAKER HUGHES CO CLASS A (BKR) - 2.71% |
| #9 | MORGAN STANLEY (MS) - 2.37% | VALERO ENERGY CORP (VLO) - 2.67% |
| #10 | CITIGROUP INC (C) - 2.31% | PHILLIPS 66 (PSX) - 2.62% |
| #11 | n/a (n/a) - 2.19% | MARATHON PETROLEUM CORP (MPC) - 2.62% |
| #12 | AMERICAN EXPRESS CO (AXP) - 2.02% | ONEOK INC (OKE) - 2.19% |
| #13 | CHARLES SCHWAB CORP (SCHW) - 1.92% | CHENIERE ENERGY INC (LNG) - 2.17% |
| #14 | BLACKROCK INC (BLK) - 1.72% | TARGA RESOURCES CORP (TRGP) - 2.13% |
| #15 | S&P GLOBAL INC (SPGI) - 1.60% | EQT CORP (EQT) - 1.63% |
| #16 | CHUBB LTD (CB) - 1.48% | OCCIDENTAL PETROLEUM CORP (OXY) - 1.48% |
| #17 | PROGRESSIVE CORP (PGR) - 1.41% | DIAMONDBACK ENERGY INC (FANG) - 1.38% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 1.40% | TEXAS PACIFIC LAND CORP (TPL) - 1.32% |
| #19 | CME GROUP INC CLASS A (CME) - 1.29% | HALLIBURTON CO (HAL) - 1.31% |
| #20 | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.09% | TECHNIPFMC PLC (FTI) - 1.19% |
| #21 | BLACKSTONE INC (BX) - 1.03% | DEVON ENERGY CORP (DVN) - 1.13% |
| #22 | MARSH (MRSH) - 1.03% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.10% |
| #23 | BANK OF NEW YORK MELLON CORP (BK) - 0.99% | COTERRA ENERGY INC ORDINARY SHARES (CTRA) - 1.00% |
| #24 | U.S. BANCORP (USB) - 0.98% | OVINTIV INC (OVV) - 0.63% |
| #25 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.98% | DT MIDSTREAM INC ORDINARY SHARES (DTM) - 0.62% |
| Total Holdings | 425 | 112 |
VFH vs VDE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
VFH
+0.48%
VDE
-3.88%
3M
VFH
-4.43%
Winner
VDE
+5.30%
6M
VFH
-1.10%
Winner
VDE
+27.28%
1Y
VFH
+6.72%
Winner
VDE
+42.84%
5Y(CAGR)
VFH
+8.38%
Winner
VDE
+20.43%
10Y(CAGR)
Winner
VFH
+12.57%
VDE
+9.62%
Max(CAGR)
VFH
+6.47%
Winner
VDE
+8.13%
VFH vs VDE - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | VFH | VDE |
|---|---|---|
| 2026 | -5.55% | +23.79% |
| 2025 | +15.14% | +5.79% |
| 2024 | +30.38% | +5.70% |
| 2023 | +13.79% | +4.13% |
| 2022 | -13.30% | +57.80% |
| 2021 | +37.15% | +55.40% |
| 2020 | -2.83% | -33.63% |
| 2019 | +30.58% | +6.90% |
| 2018 | -13.45% | -21.37% |
| 2017 | +19.08% | -3.64% |
| 2016 | +27.20% | +29.21% |
| 2015 | -0.60% | -23.61% |
| 2014 | +14.63% | -8.64% |
| 2013 | +29.33% | +22.95% |
| 2012 | +23.46% | +0.65% |
| 2011 | -16.14% | +1.84% |
| 2010 | +12.75% | +17.40% |
| 2009 | +13.97% | +18.68% |
| 2008 | -47.75% | -40.08% |
| 2007 | -17.62% | +40.01% |
| 2006 | +17.71% | +14.00% |
| 2005 | +6.85% | +44.17% |
| 2004 | +10.21% | +5.32% |
VFH vs VDE Drawdown Comparison
The maximum drawdown for VFH was -78.61%, occurring on Mar 6, 2009. Recovery took 2380 trading sessions.
The maximum drawdown for VDE was -74.23%, occurring on Mar 18, 2020. Recovery took 1964 trading sessions.
The current VFH drawdown is -8.09%. The current VDE drawdown is -10.49%.
| Rank | VFH | VDE |
|---|---|---|
| #1 | -78.61% Jun 4, 2007 - Nov 11, 2016 | -74.23% Jun 23, 2014 - Apr 8, 2022 |
| #2 | -44.44% Feb 14, 2020 - Jan 7, 2021 | -58.18% May 20, 2008 - Sep 11, 2013 |
| #3 | -25.67% Jan 12, 2022 - Feb 22, 2024 | -26.56% Jun 7, 2022 - Nov 1, 2022 |
| #4 | -24.30% Jan 26, 2018 - Nov 1, 2019 | -21.39% Nov 22, 2024 - Jan 5, 2026 |
| #5 | -17.30% Feb 18, 2025 - Jun 30, 2025 | -18.53% Nov 15, 2022 - Sep 8, 2023 |
| #6 | -14.75% Jan 6, 2026 - Mar 27, 2026 | -16.76% May 10, 2006 - Nov 29, 2006 |
| #7 | -10.78% Mar 5, 2004 - Nov 4, 2004 | -15.93% Jan 3, 2008 - Apr 16, 2008 |
| #8 | -9.41% Dec 30, 2004 - Jul 11, 2005 | -15.87% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -8.64% Mar 1, 2017 - Jul 25, 2017 | -15.10% Mar 4, 2005 - Jun 17, 2005 |
| #10 | -8.33% Feb 20, 2007 - Jun 1, 2007 | -13.45% Apr 5, 2024 - Nov 20, 2024 |
| #11 | -8.27% Jun 4, 2021 - Aug 10, 2021 | -13.03% Sep 14, 2023 - Mar 19, 2024 |
| #12 | -7.98% Nov 29, 2024 - Jan 27, 2025 | -12.74% Dec 14, 2006 - Apr 4, 2007 |
| #13 | -7.84% Jan 14, 2021 - Feb 9, 2021 | -12.51% Jul 19, 2007 - Sep 18, 2007 |
| #14 | -7.67% Nov 3, 2021 - Jan 7, 2022 | -11.80% Mar 27, 2026 - Apr 17, 2026 |
| #15 | -7.40% May 5, 2006 - Sep 12, 2006 | -11.56% Jan 30, 2006 - Apr 18, 2006 |
Correlation
Correlation between VFH and VDE is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2004 - 2026)
VFH vs VDE dividend yield comparison.
| Year | VFH | VDE |
|---|---|---|
| 2026 | 0.30% | 0.61% |
| 2025 | 1.55% | 3.11% |
| 2024 | 1.75% | 3.23% |
| 2023 | 2.08% | 3.34% |
| 2022 | 2.31% | 3.65% |
| 2021 | 1.87% | 4.13% |
| 2020 | 2.21% | 4.76% |
| 2019 | 2.17% | 3.42% |
| 2018 | 2.30% | 3.35% |
| 2017 | 1.53% | 2.90% |
| 2016 | 1.63% | 2.31% |
| 2015 | 2.00% | 3.17% |
| 2014 | 1.85% | 1.98% |
| 2013 | 1.82% | 1.74% |
| 2012 | 2.13% | 1.95% |
| 2011 | 2.02% | 1.60% |
| 2010 | 1.32% | 1.25% |
| 2009 | 1.72% | 1.43% |
| 2008 | 5.14% | 1.76% |
| 2007 | 2.83% | 0.83% |
| 2006 | 1.96% | 1.09% |
| 2005 | 1.81% | 0.97% |
| 2004 | 2.13% | 0.41% |
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