Vanguard Energy ETF

Vanguard Energy ETF

About

Vanguard Energy ETF (US92204A3068) is a US-listed equity ETF tracking the Spliced US IMI Energy 25/50. With a expense ratio of 0.09%, it ranks among the lowest-cost options in its category, paying distributions. The fund holds 111 positions across 1 region with 9.7B in assets, with heavy concentration — 100% in United States, 100% in Energy.

Score Breakdown

Scores are scaled 1–10 on a logarithmic curve relative to all ETFs in the database.
Component Score Details
Overall 6.8 Diversification (45%) · Cost (30%) · Liquidity (25%)
Cost (30%) 9.0 Tracking Difference: 9.2 · TD Consistency: — · Expense Ratio: 8.5
Diversification (45%) 3.6 Holding Count: 3.8 · Country Concentration: 4.8 · Sector Concentration: 1.0
Liquidity (25%) 10.0 Assets Under Management

Data sources: provider factsheets, exchange data, and NAV history. Information for educational purposes only — not investment advice.

Ticker VDE
ISIN
Fund Size $9.7B
Issuer Vanguard
Distribution Pays Distributions
Replication Physical
Inception Sep 2004
Base Currency USD
Index Spliced US IMI Energy 25/50
Asset Class Equities
Category US Equity

Costs

9.0
This fund has low total costs, with competitive tracking and expense ratios.

Cost Metrics Explained

What expense ratio, tracking difference, and TD consistency measure

Expense ratio (Total Expense Ratio) is the annual fee the fund charges, deducted from assets. It’s the headline cost, but not the full picture.

Tracking Difference measures how much the fund actually lags (or leads) its benchmark index per year. This is the single best measure of true cost — it captures the expense ratio plus all other drags like sampling error and tax withholding. A lower (or negative) value is better.

TD Consistency measures how stable the tracking difference is from year to year. A low value means predictable, reliable costs; a high value means costs can vary significantly.

Expense Ratio0.00%
 
Metric Value
Expense Ratio 0.09%

Cumulative Returns

Performance across different time periods.
1 Month+0.00%
3 Months+0.00%
Year to Date+0.00%
1 Year+0.00%
3 Years+0.00%
5 Years+0.00%
Inception+0.00%
 
Period Cumulative Return
1 Month -0.05%
3 Months -0.12%
6 Months +0.21%
1 Year +0.27%
3 Years +0.35%
5 Years +1.00%
10 Years +0.60%
YTD +0.06%
Since Inception +0.60%

Holdings

3.8
With only 111 individual holdings, this fund is relatively concentrated compared to other ETFs.
#1
Exxon Mobil Corp
21.98%
#2
Chevron Corp
14.21%
#3
ConocoPhillips
5.78%
#4
Williams Cos Inc/The
3.64%
#5
SLB Ltd
3.49%
#6
Marathon Petroleum Corp
3.15%
#7
Valero Energy Corp
3.14%
#8
EOG Resources Inc
3.06%
#9
Phillips 66
2.98%
#10
Baker Hughes Co
2.65%
View all holdings (50)
# Holding Ticker Weight
1 Exxon Mobil Corp XOM 2198.00%
2 Chevron Corp CVX 1421.00%
3 ConocoPhillips COP 578.00%
4 Williams Cos Inc/The WMB 364.00%
5 SLB Ltd SLB 349.00%
6 Marathon Petroleum Corp MPC 315.00%
7 Valero Energy Corp VLO 314.00%
8 EOG Resources Inc EOG 306.00%
9 Phillips 66 PSX 298.00%
10 Baker Hughes Co BKR 265.00%
11 Kinder Morgan Inc KMI 253.00%
12 Targa Resources Corp TRGP 231.00%
13 ONEOK Inc OKE 222.00%
14 Devon Energy Corp DVN 211.00%
15 Cheniere Energy Inc LNG 200.00%
16 Occidental Petroleum Corp OXY 158.00%
17 Diamondback Energy Inc FANG 152.00%
18 EQT Corp EQT 144.00%
19 Halliburton Co HAL 141.00%
20 TechnipFMC PLC FTI 122.00%
21 Expand Energy Corp EXE 95.00%
22 Texas Pacific Land Corp TPL 85.00%
23 Ovintiv Inc OVV 70.00%
24 DT Midstream Inc DTM 63.00%
25 Prc Newco Inc PR 60.00%
26 APA Corp APA 58.00%
27 HF Sinclair Corp DINO 50.00%
28 Antero Resources Corp AR 47.00%
29 Range Resources Corp RRC 42.00%
30 Viper Energy Inc VNOM 40.00%
31 Chord Energy Corp CHRD 36.00%
32 NOV Inc NOV 34.00%
33 Antero Midstream Corp AM 34.00%
34 Weatherford International PLC WFRD 34.00%
35 SM Energy Co SM 33.00%
36 Kodiak Gas Services Inc KGS 32.00%
37 Uranium Energy Corp UEC 31.00%
38 Matador Resources Co MTDR 30.00%
39 Transocean Ltd RIG 29.00%
40 Valaris Ltd VAL 28.00%
41 Archrock Inc AROC 27.00%
42 Plains GP Holdings LP PAGP 24.00%
43 Magnolia Oil & Gas Corp MGY 24.00%
44 Murphy Oil Corp MUR 24.00%
45 Hess Midstream LP HESM 23.00%
46 Liberty Energy Inc LBRT 23.00%
47 CNX Resources Corp CNX 23.00%
48 CONSOL Energy Inc CNR 22.00%
49 Patterson-UTI Energy Inc PTEN 22.00%
50 California Resources Corp CRC 21.00%

Sectors

1.0
This fund is concentrated in just a few of its 2 sectors, reducing diversification.
 
Sector Weight
Energy 9952.00%
Unknown 48.00%

Regions

4.8
This fund is concentrated in just 2 countries, with significant geographic concentration.
 
Country Weight
United States 9952.00%
UNKNOWN 48.00%

Nerd Stuff

Advanced risk and return metrics (2023-06-30 — 2026-06-18).
77.8%
Volatility
-16.5%
Max Drawdown
5.21
Sharpe Ratio
8.13
Sortino Ratio
24.60
Calmar Ratio
0.07
Beta
5.19%
Alpha (Jensen's)
0.001
Benchmark-relative metrics (Beta, Alpha, R²) are calculated against the iShares Core S&P 500 ETF (IE00B5BMR087).
Feedback
ETFs
Basket
Compare