VEU vs XLE

VEU vs XLE

Which is better, VEU or XLE?

Large Cap Blend against Large Cap Value.

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

Lower Fees: VEUHigher Returns: split

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

MetricVEUXLE
Expense Ratio0.04%Best0.08%
AUM$68.4B$42.4B
Dividend Yield2.48%2.55%
Holdings3,92824
YTD Return+14.75%+44.66%Best
1Y Return+22.92%+50.72%Best
3Y Return (annualized)+20.30%Best+15.55%
5Y Return (annualized)+9.19%+26.06%Best
Volatility (annualized)17.7%Best26.7%
Max Drawdown-62.8%Best-76.7%
$10,000 over 5 years$15,521$31,834Best
Fund FamilyVanguard (US)SPDR State Street Global Advisors
CategoryEquityEquity
StyleLarge Cap BlendLarge Cap Value
InceptionMar 2, 2007Dec 16, 1998

Not shown on this pair: Top 10 Weight.

Volatility and max drawdown are measured over the window both funds cover: Mar 8, 2007 to Sep 11, 2026 (19.5 years).

VEU 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 covers the 19.5 years both funds cover.

Compare VEU against instead:VEU vs SPYVEU vs QQQVEU vs VOOVEU vs VTIXLE against:XLE vs VXUS

VEU vs XLE Performance

Vanguard FTSE All World Ex US ETF (VEU) 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 VEU returned +22.92% while XLE returned +50.72%. Year to date, VEU is up 14.75% versus a gain of 44.66% for XLE.

Over three years, VEU compounded at +20.30% per year against +15.55% for XLE; over five years the annualized figures are +9.19% and +26.06% respectively. Across the full 20-year window we track, XLE has the edge at +5.36% annualized vs +3.55%.

Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

XLE has been the more volatile fund, with annualized monthly volatility of 26.7% compared with 17.7% for VEU. 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 -62.8% for VEU 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 0.61. They move together some of the time, and apart the rest.

Fees and Cost Over Time

VEU charges 0.04% per year while XLE charges 0.08%. On a $10,000 position that is $4 vs $8 annually, a gap of $4 per year that compounds over a long holding period. On income, VEU currently yields 2.48% against 2.55% for XLE.

Holdings Overlap

XLE already in VEU1.7%

At least 1.7% of XLE's money is in holdings VEU also owns.

Stated as a floor: for VEU, our book for it covers 94.0% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.

XLE and VEU share little of their money.

1 positions in common, counted across the 3,655 positions we hold weights for in VEU and 22 in XLE, against full books of 3,928 and 24.

Top Shared Holdings

StockWeight in VEUWeight in XLEDifference
HAL:MBHindustan Aeronautics Ltd0.01%1.72%1.71%

You are not choosing between two funds in isolation.

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

VEUXLE

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Frequently Asked Questions

Which is cheaper, VEU or XLE?

VEU has an expense ratio of 0.04% while XLE charges 0.08%. VEU is the cheaper option, by $4 a year on a $10,000 investment.

Which performed better, VEU or XLE?

Over the past year VEU returned +22.92% vs +50.72% for XLE, so XLE leads on 1-year performance. Over the longest common window we track (20 years), VEU annualized +3.55% vs +5.36% for XLE. Past performance does not guarantee future results. This is information, not a recommendation.

Which is riskier, VEU or XLE?

XLE has been the more volatile fund at 26.7% annualized versus 17.7% for VEU. Worst drawdown: VEU -62.8% vs XLE -76.7%.

Should I hold both VEU and XLE?

VEU and XLE have a monthly-return correlation of 0.61, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.

What is the holdings overlap between VEU and XLE?

At least 1.7% of XLE's money is in holdings VEU also owns. Our book for VEU is partial, so the real figure is this or higher. They hold 1 positions in common, counted across the 3,655 positions we hold weights for in VEU and 22 in XLE.

Which pays a higher dividend, VEU or XLE?

VEU yields 2.48% while XLE yields 2.55%, so XLE currently pays the higher dividend yield.

Is XLE better than VEU?

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