VDEVanguard Energy ETF
VDE Fund Description
VDE tracks a market-cap-weighted index of US energy companies. The index includes those companies deemed investable by MSCI and covers 98% of the market.
VDE Factset Analytics Insight
VDE offers broad exposure to US equity stocks in the energy sector, as classified by GICS. The fund holds energy companies, stretching across multiple sub-industries from the broadly defined energy space. The fund diversifies its holdings by applying limits on regulated investment companies using the MSCI 25/50 methodology, such that no group entity exceeds 25% of index weight and the aggregate weight of issuers with over 5% weight in the index are capped at 50% of the portfolio. Like all Vanguard ETFs, VCR only discloses its holdings monthly, instead of daily. The index is rebalanced quarterly.
VDE MSCI ESG Analytics Insight
Vanguard Energy ETF has an MSCI ESG Fund Rating of A based on a score of 6.64 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Vanguard Energy ETF ranks in the 43th percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
VDE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
VDE Summary Data
VDE Portfolio Data
VDE Index Data
VDE Portfolio Management
VDE Tax Exposures
VDE Fund Structure
VDE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of VDE. VDE is rated a 5 out of 5.
VDE Sector/Industry Breakdown
VDE Top 10 Holdings[View All]
VDE Economic Development
VDE Performance Statistics
VDE MSCI ESG Ratings
VDE Benchmark Comparison Summary
VDE Benchmark Comparison Market Cap Size
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