VOE vs XLE
Comparison between VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES (VOE, ETF) and STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF (XLE, ETF).
5-Year PerformanceXLE has outperformed VOE, delivering a return of +23.3% compared to +10.1%
VOE vs XLE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
VOE
$37B
XLE
$36B
Expense Ratio
Winner
VOE
0.05%
XLE
0.08%
Max Drawdown
Winner
VOE
63.37%
XLE
76.73%
Sharpe Ratio
Winner
VOE
1.56
XLE
1.55
5Y Beta
VOE
0.67
Winner
XLE
0.51
P/E Ratio
Winner
VOE
21.35
XLE
22.09
Forward P/E
VOE
14.91
Winner
XLE
12.90
PEG Ratio
Winner
VOE
0.53
XLE
1.04
5Y Dividends CAGR
Winner
VOE
11.81%
XLE
7.49%
5Y EPS CAGR
VOE
9.72%
Winner
XLE
18.62%
Debt to Equity
Winner
VOE
36.62%
XLE
48.83%
P/S Ratio
Winner
VOE
1.35
XLE
1.67
P/B Ratio
VOE
2.58
Winner
XLE
2.51
VOE vs XLE - Holdings Comparison
VOE and XLE have 14 common holdings. Overlap is 10.56%
VOE's top 25 holdings weight is 27.90%. XLE's top 25 holdings weight is 99.99%.
| Rank | VOE | XLE |
|---|---|---|
| #1 | CUMMINS INC (CMI) - 1.69% | EXXONMOBIL HOLDINGS CORP (XOM) - 20.16% |
| #2 | VALERO ENERGY CORP (VLO) - 1.33% | CHEVRON CORP (CVX) - 14.83% |
| #3 | MARATHON PETROLEUM CORP (MPC) - 1.28% | CONOCOPHILLIPS (COP) - 5.92% |
| #4 | CRH PLC (CRH) - 1.23% | MARATHON PETROLEUM CORP (MPC) - 4.91% |
| #5 | UNITED RENTALS INC (URI) - 1.22% | PHILLIPS 66 (PSX) - 4.79% |
| #6 | GENERAL MOTORS CO (GM) - 1.20% | VALERO ENERGY CORP (VLO) - 4.67% |
| #7 | SLB LTD (SLB) - 1.20% | EOG RESOURCES INC (EOG) - 4.43% |
| #8 | SIMON PROPERTY GROUP INC (SPG) - 1.19% | SLB LTD (SLB) - 4.36% |
| #9 | PHILLIPS 66 (PSX) - 1.17% | WILLIAMS COMPANIES INC (WMB) - 4.23% |
| #10 | PACCAR INC (PCAR) - 1.09% | KINDER MORGAN INC CLASS P (KMI) - 4.12% |
| #11 | DIGITAL REALTY TRUST INC (DLR) - 1.09% | TARGA RESOURCES CORP (TRGP) - 3.90% |
| #12 | n/a (WBD) - 1.09% | ONEOK INC (OKE) - 3.75% |
| #13 | ALLSTATE CORP (ALL) - 1.05% | BAKER HUGHES CO CLASS A (BKR) - 3.71% |
| #14 | SEMPRA (SRE) - 1.04% | DEVON ENERGY CORP (DVN) - 3.23% |
| #15 | KEYSIGHT TECHNOLOGIES INC (KEYS) - 1.03% | OCCIDENTAL PETROLEUM CORP (OXY) - 2.55% |
| #16 | HEWLETT PACKARD ENTERPRISE CO (HPE) - 1.03% | DIAMONDBACK ENERGY INC (FANG) - 2.41% |
| #17 | DOMINION ENERGY INC (D) - 1.03% | EQT CORP (EQT) - 2.01% |
| #18 | TARGET CORP (TGT) - 1.02% | HALLIBURTON CO (HAL) - 1.92% |
| #19 | ARTHUR J. GALLAGHER & CO (AJG) - 1.01% | TEXAS PACIFIC LAND CORP (TPL) - 1.57% |
| #20 | TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 1.01% | EXPAND ENERGY CORP ORDINARY SHARES NEW (EXE) - 1.37% |
| #21 | DELTA AIR LINES INC (DAL) - 1.01% | APA CORP (APA) - 0.79% |
| #22 | CARRIER GLOBAL CORP ORDINARY SHARES (CARR) - 1.00% | XAE ENERGY SEP26 XCME 20260918 (n/a) - 0.18% |
| #23 | CORTEVA INC (CTVA) - 0.98% | SSI US GOV MONEY MARKET CLASS STATE STREET INST US GOV (n/a) - 0.17% |
| #24 | CARDINAL HEALTH INC (CAH) - 0.96% | US DOLLAR (n/a) - 0.01% |
| #25 | BAKER HUGHES CO CLASS A (BKR) - 0.95% | N/A |
| Total Holdings | 181 | 24 |
VOE vs XLE - Historical Returns
Returns include dividend reinvestment.
1M
VOE
+3.04%
Winner
XLE
+8.21%
3M
VOE
+5.34%
Winner
XLE
+5.45%
6M
VOE
+10.01%
Winner
XLE
+21.64%
1Y
VOE
+23.81%
Winner
XLE
+41.78%
5Y(CAGR)
VOE
+10.05%
Winner
XLE
+23.28%
10Y(CAGR)
Winner
VOE
+10.64%
XLE
+9.95%
Max(CAGR)
Winner
VOE
+9.49%
XLE
+8.45%
VOE vs XLE - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | VOE | XLE |
|---|---|---|
| 2026 | +13.95% | +29.90% |
| 2025 | +12.46% | +6.64% |
| 2024 | +13.71% | +4.40% |
| 2023 | +10.01% | +2.97% |
| 2022 | -7.96% | +59.24% |
| 2021 | +31.13% | +53.07% |
| 2020 | +2.62% | -33.12% |
| 2019 | +27.88% | +9.58% |
| 2018 | -12.88% | -19.53% |
| 2017 | +16.14% | -2.00% |
| 2016 | +16.61% | +28.06% |
| 2015 | -1.89% | -21.84% |
| 2014 | +15.31% | -7.38% |
| 2013 | +34.58% | +23.53% |
| 2012 | +14.82% | +2.36% |
| 2011 | -1.60% | +2.08% |
| 2010 | +20.01% | +18.05% |
| 2009 | +34.45% | +16.01% |
| 2008 | -35.63% | -39.08% |
| 2007 | -4.15% | +41.83% |
| 2006 | +12.70% | +12.74% |
| 2005 | N/A | +45.54% |
| 2004 | N/A | +33.98% |
| 2003 | N/A | +23.23% |
| 2002 | N/A | -14.05% |
| 2001 | N/A | -18.34% |
| 2000 | N/A | +26.90% |
| 1999 | N/A | +0.56% |
VOE vs XLE Drawdown Comparison
The maximum drawdown for VOE was -61.51%, occurring on Mar 9, 2009. Recovery took 983 trading sessions.
The maximum drawdown for XLE was -71.26%, occurring on Mar 18, 2020. Recovery took 1939 trading sessions.
The current VOE drawdown is -0.72%. The current XLE drawdown is -5.82%.
| Rank | VOE | XLE |
|---|---|---|
| #1 | -61.51% Jun 4, 2007 - Apr 27, 2011 | -71.26% Jun 23, 2014 - Mar 4, 2022 |
| #2 | -43.20% Feb 12, 2020 - Dec 4, 2020 | -57.37% May 20, 2008 - May 20, 2013 |
| #3 | -24.10% Apr 29, 2011 - Mar 13, 2012 | -41.54% May 18, 2001 - Jul 16, 2004 |
| #4 | -21.49% Jan 26, 2018 - Jul 24, 2019 | -26.08% Jun 8, 2022 - Nov 1, 2022 |
| #5 | -19.69% Apr 20, 2022 - Feb 22, 2024 | -20.15% Nov 22, 2024 - Jan 5, 2026 |
| #6 | -18.45% Nov 29, 2024 - Aug 22, 2025 | -17.34% Nov 15, 2022 - Sep 8, 2023 |
| #7 | -18.04% May 21, 2015 - Jul 12, 2016 | -16.88% Dec 26, 2007 - Apr 16, 2008 |
| #8 | -11.49% Mar 26, 2012 - Sep 6, 2012 | -16.45% Sep 29, 2005 - Jan 13, 2006 |
| #9 | -8.46% Sep 5, 2014 - Nov 5, 2014 | -15.99% Apr 21, 2006 - Nov 29, 2006 |
| #10 | -7.79% Jan 13, 2022 - Mar 29, 2022 | -14.98% Mar 27, 2026 - Jul 1, 2026 |
| #11 | -7.06% Jul 24, 2019 - Sep 11, 2019 | -14.71% Jan 21, 2000 - Mar 29, 2000 |
| #12 | -6.93% Feb 26, 2026 - Apr 30, 2026 | -14.14% Mar 8, 2001 - May 18, 2001 |
| #13 | -6.80% May 17, 2013 - Jul 11, 2013 | -13.72% Mar 4, 2005 - Jun 16, 2005 |
| #14 | -6.78% Nov 15, 2021 - Dec 29, 2021 | -13.33% Apr 5, 2024 - Nov 21, 2024 |
| #15 | -6.78% Jun 8, 2021 - Aug 11, 2021 | -12.96% Sep 14, 2023 - Mar 18, 2024 |
Correlation
Correlation between VOE and XLE is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
VOE vs XLE dividend yield comparison.
| Year | VOE | XLE |
|---|---|---|
| 2026 | 0.95% | 1.32% |
| 2025 | 2.10% | 3.28% |
| 2024 | 2.11% | 3.36% |
| 2023 | 2.27% | 3.55% |
| 2022 | 2.27% | 3.68% |
| 2021 | 1.78% | 4.21% |
| 2020 | 2.36% | 5.62% |
| 2019 | 2.05% | 6.72% |
| 2018 | 2.75% | 3.54% |
| 2017 | 1.86% | 3.03% |
| 2016 | 1.92% | 2.26% |
| 2015 | 2.05% | 3.39% |
| 2014 | 1.67% | 2.35% |
| 2013 | 1.53% | 1.73% |
| 2012 | 1.93% | 1.82% |
| 2011 | 2.20% | 1.54% |
| 2010 | 1.91% | 1.46% |
| 2009 | 1.95% | 1.81% |
| 2008 | 2.91% | 1.85% |
| 2007 | 2.05% | 0.99% |
| 2006 | 0.64% | 1.24% |
| 2005 | 0.00% | 1.13% |
| 2004 | 0.00% | 1.42% |
| 2003 | 0.00% | 1.74% |
| 2002 | 0.00% | 2.16% |
| 2001 | 0.00% | 1.85% |
| 2000 | 0.00% | 1.45% |
| 1999 | 0.00% | 0.30% |
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