Vanguard Energy Index Fund | Gender equality score

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Chevron Corp
15% of assets
$1.64B invested
2. Exxon Mobil Corp
23% of assets
$2.48B invested
3. Equitrans Midstream Corp
0.16% of assets
$17.57M invested
4. ConocoPhillips
6.89% of assets
$748.33M invested
5. Occidental Petroleum Corp
2.95% of assets
$320.54M invested
6. Ovintiv Inc
0.62% of assets
$67.72M invested
7. Williams Companies Inc
1.92% of assets
$209.18M invested
8. Baker Hughes Co Class A
1.58% of assets
$171.48M invested
9. Phillips 66
2.36% of assets
$256.45M invested
10. TechnipFMC PLC
0.31% of assets
$33.47M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Viper Energy Partners LP Common Units
0.11% of assets
$11.74M invested
2. Matador Resources Co
0.4% of assets
$43.22M invested
3. Coterra Energy Inc Ordinary Shares
0.98% of assets
$106.86M invested
4. Cactus Inc Class A
0.18% of assets
$19.15M invested
5. CVR Energy Inc
0.06% of assets
$7.06M invested
6. Magnolia Oil & Gas Corp Class A
0.21% of assets
$22.87M invested
7. Valaris Ltd
0.1% of assets
$10.49M invested
8. PBF Energy Inc Class A
0.21% of assets
$23.35M invested
9. ChampionX Corp
0.34% of assets
$37.35M invested
10. World Fuel Services Corp
0.1% of assets
$10.99M invested

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Financial performance

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Find more financial data on VDE at Morningstar.com

Gender Equality and Returns

Returns chart for Vanguard Energy Index Fund

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The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.32% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.32% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 2/28/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

4.32% less in annualized returns

Same overall gender equality score

0 / 100 points

Same gender balance in leadership and workforce score

0 / 40 points

Lower equal compensation and work life balance score

1 / 30 points lower

Higher policies promoting gender equality score

1 / 20 points higher

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 2/28/23

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
VDE - Vanguard Energy Index Fund

24%

30%

9.23%

3.77%

52 / 100 points

Benchmark

-8.15%

8.81%

5.88%

8.09%

52 / 100 points

Fund compared to benchmark

32%

21%

3.34%

-4.32%

Same

Find more financial data on VDE at Morningstar.com

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