VCSH vs XLE

VCSH vs XLE

Which is better, VCSH or XLE?

Short Term Bond against Large Cap Value.

VCSH has a lower expense ratio. XLE led over 1Y, 3Y, 5Y and the full window.

Lower Fees: VCSHHigher Returns: XLE

MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.

Side-by-Side Comparison

MetricVCSHXLE
Expense Ratio0.03%Best0.08%
AUM$52.0B$42.4B
Dividend Yield4.47%2.55%
Holdings3,02324
YTD Return+0.45%+44.20%Best
1Y Return+1.78%+50.27%Best
3Y Return (annualized)+5.35%+16.33%Best
5Y Return (annualized)+2.21%+26.66%Best
Volatility (annualized)2.6%Best26.6%
Max Drawdown-12.9%Best-76.7%
$10,000 over 5 years$11,155$32,598Best
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryFixed IncomeEquity
StyleShort Term BondLarge Cap Value
InceptionNov 19, 2009Dec 16, 1998

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Nov 23, 2009 to Sep 10, 2026 (16.8 years).

VCSH vs XLE growth

Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.

Compare VCSH against instead:VCSH vs SPYVCSH vs QQQVCSH vs VOOVCSH vs VTIXLE against:XLE vs VXUS

VCSH vs XLE Performance

Vanguard Short Term Corporate Bond ETF (VCSH) is an ETF from Vanguard (US) and State Street Energy Select Sector SPDR ETF (XLE) is an ETF from SPDR State Street Global Advisors. Over the past year VCSH returned +1.78% while XLE returned +50.27%. Year to date, VCSH is up 0.45% versus a gain of 44.20% for XLE.

Over three years, VCSH compounded at +5.35% per year against +16.33% for XLE; over five years the annualized figures are +2.21% and +26.66% respectively. Across the full 17-year window we track, XLE has the edge at +6.26% annualized vs +1.26%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLE has been the more volatile fund, with annualized monthly volatility of 26.6% 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 what each fund did in the worst stretch of the window measured above.

The two funds' monthly returns correlate at 0.26. They move largely independently of each other.

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 4.47% against 2.55% for XLE.

Holdings Overlap

We hold position weights for 557 holdings in VCSH and 22 in XLE, totalling 20.6% and 99.9% of the two funds. The two books name no position in common, so there is no overlap percentage to show.

0 positions in common, counted across the 557 positions we hold weights for in VCSH and 22 in XLE, against full books of 3,023 and 24.

You are not choosing between two funds in isolation.

Whichever of VCSH and XLE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.

VCSHXLE

Free for up to 10 holdings. No account needed.

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, by $5 a year on a $10,000 investment.

Which performed better, VCSH or XLE?

Over the past year VCSH returned +1.78% vs +50.27% for XLE, so XLE leads on 1-year performance. Over the longest common window we track (17 years), VCSH annualized +1.26% vs +6.26% for XLE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VCSH or XLE?

XLE has been the more volatile fund at 26.6% 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 their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

Which pays a higher dividend, VCSH or XLE?

VCSH yields 4.47% while XLE yields 2.55%, so VCSH currently pays the higher dividend yield.

Is XLE better than VCSH?

VCSH has a lower expense ratio. XLE led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.