Vanguard Energy Index Fund

Shareclass
Vanguard Energy ETF (VDE)
Type
Exchange-traded fund
Manager
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

B
72.3
percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 242 out of 870 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
25/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
8/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
19/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
Top scoring holdings
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
    13% of assets
    $1.25B invested
  • 2. Exxon Mobil Corp
    23% of assets
    $2.18B invested
  • 3. Ovintiv Inc
    0.55% of assets
    $52.35M invested
  • 4. Occidental Petroleum Corp
    1.77% of assets
    $169.69M invested
  • 5. Baker Hughes Co Class A
    1.87% of assets
    $179.43M invested
  • 6. Schlumberger Ltd
    3.07% of assets
    $295.09M invested
  • 7. ConocoPhillips
    6.33% of assets
    $607.73M invested
  • 8. Williams Companies Inc
    2.86% of assets
    $274.35M invested
  • 9. ONEOK Inc
    2.59% of assets
    $248.66M invested
  • 10. APA Corp
    0.49% of assets
    $46.65M invested
Bottom scoring holdings
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. Liberty Energy Inc Class A
    0.18% of assets
    $17.34M invested
  • 2. Viper Energy Inc Ordinary Shares - Class A
    0.26% of assets
    $25.28M invested
  • 3. Matador Resources Co
    0.32% of assets
    $30.99M invested
  • 4. Hess Midstream LP Class A
    0.21% of assets
    $20.59M invested
  • 5. CVR Energy Inc
    0.07% of assets
    $6.54M invested
  • 6. Weatherford International PLC Ordinary Shares - New
    0.34% of assets
    $32.56M invested
  • 7. PBF Energy Inc Class A
    0.19% of assets
    $17.81M invested
  • 8. Cactus Inc Class A
    0.23% of assets
    $22.01M invested
  • 9. HF Sinclair Corp
    0.39% of assets
    $37.84M invested
  • 10. Sitio Royalties Corp Ordinary Shares - Class A
    0.11% of assets
    $10.78M invested
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Financial performance
Performance data provided byMorningstarFind more financial data on VDE at Morningstar.com
Gender Equality and Returns
Returns chart for Vanguard Energy Index Fund
Enlarge
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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.72% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.72% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 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
vs.
Benchmark
ACWI
iShares MSCI ACWI ETF
Family
iShares from BlackRock
Category
Global Large-Stock Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: MSCI ACWI
ACWI - iShares MSCI ACWI ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
5.72% less  in annualized returns
Lower overall gender equality score 
2 / 100 points lower
Lower gender balance in leadership and workforce score 
1 / 40 points lower
Lower equal compensation and work life balance score 
2 / 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  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
VDE - Vanguard Energy Index Fund
6.54%
19%
15%
3.47%
53  / 100 points
Benchmark
ACWI - iShares MSCI ACWI ETF
32%
5.53%
11%
9.19%
55  / 100 points
Fund compared to benchmark
 
-25.94%
14%
3.69%
-5.72%
2  / 100 points lower
Find more financial data on VDE at Morningstar.com
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