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VDE vs PBW

Vanguard Energy Index Fund ETF Shares vs Invesco WilderHill Clean Energy ETF

VDE

Vanguard Energy Index Fund ETF Shares

Vanguard

Annual cost

0.09%

Fund size

$12.7B

PBW

Invesco WilderHill Clean Energy ETF

Invesco

Annual cost

0.64%

Fund size

$447M

Key differences

  • VDE costs 0.55% less per year.
  • VDE is significantly larger than PBW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, VDE has delivered higher annualized returns.

Side-by-side comparison

VDEPBW
Annual cost (TER)0.09%0.64%
Fund size (AUM)$12.7B$447M
Since20042005
Dividend yield2.32%0.71%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+44.6%+159.6%
CAGR 3Y+17.1%+9.9%
CAGR 5Y+21.5%-8.4%
Sharpe 3Y0.680.35
Volatility 1Y20.35%40.43%
Max drawdown-69.29%-89.06%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to VDE and PBW