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Upturn AI SWOT - About
Vanguard Energy Index Fund ETF Shares (VDE)
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Upturn Advisory Summary
07/31/2025: VDE (1-star) has a low Upturn Star Rating. Not recommended to BUY.
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 -32% | Avg. Invested days 32 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 07/31/2025 |
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 exposure to a basket of large-, mid-, and small-cap U.S. energy companies, including integrated oil & gas, exploration & production, refining & marketing, and energy equipment & services.
Reputation and Reliability
Vanguard is one of the world's largest investment management companies and is highly regarded for its low-cost investment products and long-term investment philosophy.
Management Expertise
Vanguard has a highly experienced management team with a proven track record in managing index funds and ETFs across various asset classes.
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: The ETF employs a passive management strategy, attempting to replicate the composition of the MSCI US Investable Market Energy 25/50 Index.
Composition The ETF primarily holds stocks of U.S. energy companies.
Market Position
Market Share: VDE holds a significant market share in the energy sector ETF market.
Total Net Assets (AUM): 9200000000
Competitors
Key Competitors
- Energy Select Sector SPDR Fund (XLE)
- iShares U.S. Energy ETF (IYE)
- Invesco Dynamic Energy Exploration & Production ETF (PXE)
Competitive Landscape
The energy ETF market is dominated by a few large players. VDE's advantage lies in its low expense ratio and Vanguard's brand reputation. Disadvantages could be a less focused strategy compared to more specialized energy ETFs. XLE is the market leader.
Financial Performance
Historical Performance: Historical performance varies with the energy sector's cyclical nature. Returns are heavily influenced by oil and gas prices.
Benchmark Comparison: VDE's performance closely tracks the MSCI US Investable Market Energy 25/50 Index. Differences may arise from tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VDE's average trading volume is generally high, providing good liquidity.
Bid-Ask Spread
VDE typically maintains a tight bid-ask spread, indicating lower trading costs.
Market Dynamics
Market Environment Factors
Economic growth, oil and gas prices, geopolitical events, regulatory changes, and advancements in renewable energy technologies significantly impact VDE's performance.
Growth Trajectory
VDE's growth trajectory is dependent on the performance and expansion of the energy sector, influenced by global energy demand and supply dynamics. Strategy and holdings remain consistent with tracking the underlying index.
Moat and Competitive Advantages
Competitive Edge
VDE benefits from Vanguard's low-cost leadership, attracting cost-conscious investors. The ETF's broad diversification across the energy sector provides exposure to various segments. Vanguard's brand reputation and established infrastructure further enhance its appeal. The ETF's passive management style ensures consistent tracking of the benchmark index, appealing to passive investors. It has consistently lower fees than many of its competitors.
Risk Analysis
Volatility
VDE exhibits high volatility due to the inherent cyclicality and price fluctuations within the energy sector.
Market Risk
VDE faces market risk due to the volatility of energy prices, regulatory changes, and environmental concerns. Exposure to political instability in oil-producing regions is a risk.
Investor Profile
Ideal Investor Profile
The ideal investor for VDE is someone seeking exposure to the energy sector, willing to accept the associated volatility, and looking for a low-cost investment option.
Market Risk
VDE is suitable for long-term investors seeking sector diversification or tactical exposure to the energy market. Not ideal for risk-averse investors due to sector volatility.
Summary
Vanguard Energy Index Fund ETF Shares (VDE) offers investors a low-cost way to gain exposure to the U.S. energy sector. It tracks the MSCI US Investable Market Energy 25/50 Index, providing diversified access to energy companies. The ETF is highly liquid and suitable for long-term investors seeking sector-specific exposure. However, investors should be aware of the inherent volatility and market risks associated with the energy sector. VDE is passively managed, offering a hands-off approach to investing in the energy market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market conditions can change rapidly, and past performance is not indicative of future results.
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.