VCSH vs XLE

VCSH vs XLE
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Quick Verdict

VCSH has a lower expense ratio. XLE delivered stronger 1-year returns. VCSH offers more diversification with 3,023 holdings.

Lower Fees: VCSHHigher Returns: XLEMore Diversified: VCSH

Side-by-Side Comparison

MetricVCSHXLEWinner
Expense Ratio0.03%0.08%
AUM$52.0B$40.0B
Dividend Yield4.46%2.55%
Holdings3,02324
YTD Return+1.13%+41.58%
1Y Return+3.19%+53.25%
3Y Return (annualized)+5.74%+16.74%
5Y Return (annualized)+2.39%+27.23%
Volatility (annualized)2.6%25.1%
Max Drawdown-12.9%-76.7%
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
InceptionNov 19, 2009Dec 16, 1998

VCSH vs XLE Performance

Vanguard Short Term Corporate Bond ETF (VCSH) is a ETF from Vanguard (US) and State Street Energy Select Sector SPDR ETF (XLE) is a ETF from SPDR State Street Global Advisors. Over the past year VCSH returned +3.19% while XLE returned +53.25%. Year to date, VCSH is up 1.13% versus a gain of 41.58% for XLE.

Over three years, VCSH compounded at +5.74% per year against +16.74% for XLE; over five years the annualized figures are +2.39% and +27.23% respectively. Across the full 17-year window we track, XLE has the edge at +7.12% annualized vs +1.31%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLE has been the more volatile fund, with annualized monthly volatility of 25.1% compared with 2.6% for VCSH. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -12.9% for VCSH and -76.7% for XLE. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.26. They move independently enough that combining them can meaningfully diversify a portfolio.

Fees and Cost Over Time

VCSH charges 0.03% per year while XLE charges 0.08%. On a $10,000 position that is $3 vs $8 annually, a gap of $5 per year that compounds over a long holding period. On income, VCSH currently yields 4.46% against 2.55% for XLE.

Holdings Overlap

0.0%overlap

VCSH and XLE share 0 holdings out of 579 unique holdings combined, representing a 0.0% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Frequently Asked Questions

Which is cheaper, VCSH or XLE?

VCSH has an expense ratio of 0.03% while XLE charges 0.08%. VCSH is the cheaper option. On a $10,000 investment, that is $5 per year of difference.

Which performed better, VCSH or XLE?

Over the past year VCSH returned +3.19% vs +53.25% for XLE, so XLE leads on 1-year performance. Over the longest common window we track (17 years), VCSH annualized +1.31% vs +7.12% for XLE. Past performance does not guarantee future results.

Which is riskier, VCSH or XLE?

XLE has been the more volatile fund at 25.1% annualized versus 2.6% for VCSH. Worst drawdown: VCSH -12.9% vs XLE -76.7%.

Should I hold both VCSH and XLE?

VCSH and XLE have a monthly-return correlation of 0.26, so combining them can provide real diversification depending on your allocation goals.

What is the holdings overlap between VCSH and XLE?

VCSH and XLE share 0 common holdings with a 0.0% weight overlap. Combined, they hold 579 unique securities.

Which pays a higher dividend, VCSH or XLE?

VCSH yields 4.46% while XLE yields 2.55%, so VCSH currently pays the higher dividend yield.

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