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VDEVanguard Energy Index Fund ETF Shares

Grow my money21y track recordRanked #75 of 2,992 in this goal

Tracks the performance of the MSCI US IMI/Energy 25/50 Index.

By Vanguard · Launched 2004

Annual Cost

0.09%

#343 of 5,854 · low cost

Fund Size

$11.1B

#259 of 5,854 · large

Return (1Y)Goal

+40.4%

Track Record

21 years

#202 of 5,854 · established

Performance

Total-return NAV · USD
Growth of $10,000
$15,401+54.0%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Sector

Energy

Index tracked

MSCI US Investable Market Index (IMI)/Energy 25/50

What it actually holds

By weight

Concentration

Top 10 holdings = 64.5% of fundconcentrated

Exxon Mobil Corp
23.5%
Chevron Corp
14.9%
ConocoPhillips
5.8%
Williams Cos Inc/The
3.8%
SLB Ltd
2.9%
EOG Resources Inc
2.9%
Kinder Morgan Inc
2.8%
Baker Hughes Co
2.7%
Valero Energy Corp
2.7%
Phillips 66
2.6%

Asset allocation

Stocks
98.7%
Cash
0.8%
Other
0.5%

By sector

Energy
99.5%
Basic Materials
0.4%
Industrials
0.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.9%High

Year-on-year price swings

Max drawdown
-69.2%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.60Decent risk-adjusted returns
Sortino (3Y)
0.81Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the performance of the MSCI US IMI/Energy 25/50 Index.
Strategy
Employs an indexing investment approach to replicate the MSCI US Investable Market Index (IMI)/Energy 25/50, investing primarily in large, mid-size, and small U.S. energy stocks. The Fund holds each stock in approximately the same proportion as its weighting in the Target Index.
Inception date
September 23, 2004
Fund family
Vanguard

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Data updated on 2026-08-03