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Upturn AI SWOT - About
Vanguard Energy Index Fund ETF Shares (VDE)
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Upturn Advisory Summary
03/27/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -22.61% | Avg. Invested days 33 | 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 03/27/2025 |
Key Highlights
Volume (30-day avg) 346710 | Beta 0.91 | 52 Weeks Range 112.76 - 135.33 | Updated Date 03/28/2025 |
52 Weeks Range 112.76 - 135.33 | Updated Date 03/28/2025 |
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 diversified basket of energy-related companies, aiming for broad market representation within the sector.
Reputation and Reliability
Vanguard is a highly reputable and reliable issuer known for its low-cost, index-tracking ETFs. They are a leader in the investment management industry.
Management Expertise
Vanguard has a strong management team with extensive experience in index tracking and ETF management, leveraging a well-established investment process.
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: VDE employs a passive management strategy, attempting to replicate the S&P 500 Capped 35-20 Energy Index.
Composition The ETF primarily holds stocks of U.S. energy companies, including integrated oil and gas, oil and gas exploration and production, and oil refining companies.
Market Position
Market Share: VDE holds a significant market share within the energy sector ETF category.
Total Net Assets (AUM): 7600000000
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 sector ETF market is dominated by XLE and VDE. VDE benefits from Vanguard's low-cost structure and broad market exposure, while XLE has higher trading volume. Smaller ETFs like IYE and PXE offer more targeted exposure within the energy sector, which may come with higher expense ratios and greater volatility.
Financial Performance
Historical Performance: Historical performance depends on oil prices and general market conditions. Data should be gathered from public financial sources.
Benchmark Comparison: VDE's performance closely tracks the S&P 500 Capped 35-20 Energy Index. Deviations are typically minor, resulting from tracking error.
Expense Ratio: 0.1
Liquidity
Average Trading Volume
VDE has a healthy average trading volume, indicating good liquidity for investors.
Bid-Ask Spread
VDE typically exhibits a tight bid-ask spread, further indicating good liquidity and lower trading costs.
Market Dynamics
Market Environment Factors
Oil prices, geopolitical events, interest rates, inflation, and regulatory policies significantly impact VDE's performance. The demand for energy is also crucial.
Growth Trajectory
VDE's growth trajectory largely mirrors the overall performance of the energy sector. Changes in energy production, consumption patterns, and the shift towards renewable energy affect the ETF's holdings.
Moat and Competitive Advantages
Competitive Edge
VDE benefits from Vanguard's well-known reputation for low costs and efficient index tracking. This results in a competitive advantage over higher-fee or actively managed energy ETFs. The fund provides broad exposure to the energy sector and allows for a wide range of investors. VDE's wide range of investors makes it among the most stable options in the energy sector.
Risk Analysis
Volatility
VDE is susceptible to fluctuations in oil prices and general energy market sentiment which can result in greater volatility than broader market ETFs.
Market Risk
The primary market risk associated with VDE is its concentration in the energy sector, which is inherently cyclical and sensitive to commodity price fluctuations and geopolitical instability.
Investor Profile
Ideal Investor Profile
Investors seeking exposure to the energy sector for diversification or to capitalize on potential energy market growth are ideal investors.
Market Risk
VDE is suitable for long-term investors who understand the cyclical nature of the energy sector and are looking for passive index exposure.
Summary
Vanguard Energy Index Fund ETF Shares (VDE) offers broad exposure to the energy sector through a low-cost, index-tracking approach. Its performance is closely tied to the S&P 500 Capped 35-20 Energy Index and is susceptible to oil price fluctuations and geopolitical events. It is best suited for long-term investors looking to diversify their portfolio with energy stocks. VDE's stability is thanks to Vanguard's reliability and low costs, leading to consistent results within the energy sector.
Similar Companies
- XLE
- IYE
- FENY
- OIH
Sources and Disclaimers
Data Sources:
- Vanguard's official website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered as financial advice. Past performance is not indicative of future results. 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.
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