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Upturn AI SWOT - About
Vanguard Energy Index Fund ETF Shares (VDE)
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Upturn Advisory Summary
09/15/2025: 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 -34.21% | Avg. Invested days 31 | 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 09/15/2025 |
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 investment results of a broad U.S. energy sector index. It offers diversified exposure to companies involved in the exploration, production, and distribution of oil, gas, and coal.
Reputation and Reliability
Vanguard is a well-respected and reliable issuer known for its low-cost, passively managed funds.
Management Expertise
Vanguard has a strong track record and extensive experience in managing index-tracking 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 a specific index, the MSCI US Investable Market Energy 25/50 Index.
Composition Primarily holds stocks of companies in the energy sector.
Market Position
Market Share: VDE holds a significant market share within the energy sector ETFs.
Total Net Assets (AUM): 9674803450
Competitors
Key Competitors
- XLE
- IYE
- FENY
- IXC
Competitive Landscape
The energy ETF landscape is dominated by XLE. VDE offers a similar exposure at a slightly lower expense ratio, making it an attractive alternative for cost-conscious investors. However, its AUM is significantly smaller, and liquidity is lower than XLE.
Financial Performance
Historical Performance: Data for historical performance can be obtained from financial data providers, with returns fluctuating based on energy sector performance.
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
The average daily trading volume for VDE is moderate, generally sufficient for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, indicating good liquidity and low trading costs.
Market Dynamics
Market Environment Factors
Energy sector ETFs are highly sensitive to oil and gas prices, geopolitical events, and regulatory changes.
Growth Trajectory
Growth depends on the overall performance of the energy sector, with holdings remaining largely consistent.
Moat and Competitive Advantages
Competitive Edge
VDE's primary advantage is its low expense ratio, which makes it a cost-effective option for investors seeking exposure to the energy sector. Vanguard's strong reputation and established track record further enhance its appeal. The fund's broad diversification within the sector also provides a level of risk mitigation. This combination of factors contributes to its competitive position. VDE appeals to investors seeking passive exposure.
Risk Analysis
Volatility
VDE exhibits high volatility due to its concentration in the energy sector.
Market Risk
The fund is subject to market risk associated with fluctuations in energy prices and the overall performance of energy companies.
Investor Profile
Ideal Investor Profile
Investors seeking broad exposure to the U.S. energy sector and those who believe in the long-term prospects of the energy industry.
Market Risk
Best suited for long-term investors who understand the cyclical nature of the energy sector.
Summary
Vanguard Energy Index Fund ETF Shares (VDE) offers a low-cost and diversified way to invest in the U.S. energy sector. It tracks the MSCI US Investable Market Energy 25/50 Index, providing exposure to companies involved in various energy-related activities. The fund's performance is closely tied to the overall health and outlook of the energy industry. While VDE offers a cost-effective approach, investors should be aware of the sector's inherent volatility and cyclical nature. Its strong suit lies in Vanguard's reputation and low expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- Financial data providers (e.g., Yahoo Finance, Bloomberg)
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Past performance is not indicative of future results. Investments in ETFs involve risk, including the potential loss of principal.
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.