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Vanguard Energy Index Fund ETF Shares (VDE)
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Upturn Advisory Summary
11/04/2025: VDE (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -34.87% | Avg. Invested days 33 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.9 | 52 Weeks Range 102.26 - 134.27 | Updated Date 06/29/2025 |
52 Weeks Range 102.26 - 134.27 | Updated Date 06/29/2025 |
Upturn AI SWOT
Vanguard Energy Index Fund ETF Shares
ETF Overview
Overview
The Vanguard Energy Index Fund ETF Shares (VDE) seeks to track the performance of a benchmark index that measures the investment return of stocks of companies in the energy sector. It offers broad exposure to U.S. energy companies.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost ETFs and strong track record.
Management Expertise
Vanguard has a highly experienced management team with a long history of managing index funds and ETFs.
Investment Objective
Goal
To track the performance of a benchmark index that measures the investment return of stocks of companies in the energy sector.
Investment Approach and Strategy
Strategy: Tracks the MSCI US Investable Market Energy 25/50 Index.
Composition Primarily holds stocks of large-, mid-, and small-capitalization U.S. companies in the energy sector.
Market Position
Market Share: VDE holds a significant market share within the energy sector ETFs.
Total Net Assets (AUM): 9238000000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- iShares U.S. Energy ETF (IYE)
- Invesco S&P 500 Equal Weight Energy ETF (RYE)
Competitive Landscape
The energy ETF market is dominated by a few large players. VDE's low expense ratio and Vanguard's reputation are advantages. Disadvantages include a market-cap-weighted approach, which can lead to concentration in larger companies.
Financial Performance
Historical Performance: Historical performance varies with energy sector cycles. Investors should consider data over different market cycles.
Benchmark Comparison: VDE's performance closely tracks its benchmark index, the MSCI US Investable Market Energy 25/50 Index.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VDE exhibits high liquidity, reflected in its significant average daily trading volume.
Bid-Ask Spread
The bid-ask spread for VDE is generally tight, indicating relatively low trading costs.
Market Dynamics
Market Environment Factors
Energy prices, geopolitical events, regulatory changes, and technological advancements influence VDE's performance.
Growth Trajectory
Growth is dependent on the overall performance of the energy sector and underlying market trends, potentially subject to commodity price volatility.
Moat and Competitive Advantages
Competitive Edge
VDE benefits from Vanguard's scale, leading to a low expense ratio. Its broad diversification within the U.S. energy sector provides comprehensive exposure. The market-cap-weighted approach ensures representation of the largest energy companies. Vanguardu2019s stellar brand recognition also helps in attracting passive investors. The low expense ratio and broad exposure contributes to its advantage.
Risk Analysis
Volatility
VDE is subject to the volatility of the energy sector, which can be high due to commodity price fluctuations.
Market Risk
Energy sector faces regulatory, environmental, and supply/demand risks.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the U.S. energy sector for diversification or sector-specific investment.
Market Risk
Suitable for long-term investors with a higher risk tolerance due to sector-specific volatility.
Summary
Vanguard Energy Index Fund ETF Shares (VDE) offers broad exposure to the U.S. energy sector at a low cost. It tracks the MSCI US Investable Market Energy 25/50 Index, providing diversification within the sector. The ETF's performance is closely tied to energy prices and sector trends. VDE is best suited for investors seeking long-term exposure to the energy sector and willing to accept higher volatility. Vanguardu2019s low expense ratio and strong reputation make it a competitive choice.
Similar ETFs
Sources and Disclaimers
Data Sources:
- Vanguard official website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Vanguard Energy Index Fund ETF Shares
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund employs an indexing investment approach designed to track the performance of the index, an index made up of stocks of large, mid-size, and small U.S. companies within the energy sector, as classified under the GICS. The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.