Vanguard Energy Index Fund

Shareclass

Vanguard Energy ETF (VDE)

Type

Exchange-traded fund

Manager

Vanguard

Fund investment profile

Shareclass ticker

VDE

Data as of

31 Aug 2024

Shareclass name

Vanguard Energy ETF

% of fund assets screened

100%

Shareclass type

Exchange-traded funds (ETFs)

Fund net assets

$10.04 BILLION

Fund family

Vanguard

Fund category

Equity Energy

Domicile country

United States

Portfolio currency

US Dollar

Non-diversification risk

Yes

Socially responsible fund

Fossil fuels

Fossil fuel grade

Total fossil fuel stock holdings

104

Total % invested in fossil fuel stocks

99%

Total assets invested in fossil fuel stocks

$9.94 BILLION

Fossil fuel finance

Fossil fuel finance grade

Fossil fuel finance score

Total fossil fuel finance stock holdings

Total % invested in fossil fuel finance stocks

Total assets invested in fossil fuel finance stocks

Fossil fuel insurance

Fossil fuel insurance grade

Fossil fuel insurance score

Total fossil fuel insurance stock holdings

Total % invested in fossil fuel insurance stocks

Total assets invested in fossil fuel insurance stocks

Clean200

Total Clean200 stock holdings

Total % invested in Clean200 stocks

Total assets invested in Clean200 stocks

Sustainability report card

As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.

Vanguard Energy Index Fund VDE

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on VDE at Morningstar.com

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.55% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

16.12% less invested

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.55% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

16.12% less invested

Current fund

VDE

Vanguard Energy Index Fund

Family

Vanguard

Category

Equity Energy

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 9/30/24

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Lower

10-yr returns

-6.55% less in annualized returns

More invested in fossil fuels

90% more invested

Lower fossil finance risk score

17 points lower

Lower fossil insurance risk score

16 points lower

Less invested in Clean200

16.12% less invested

Month-end trailing returns

Performance as of date: 9/30/24

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Climate analysis

1-yr

3-yr

5-yr

10-yr

This fund
VDE - Vanguard Energy Index Fund

-0.15%

23%

14%

2.96%

99%

Benchmark

32%

8.15%

12%

9.51%

9.02%

Fund compared to benchmark

-31.9%

15%

1.77%

-6.55%

90% higher

Find more financial data on VDE at Morningstar.com

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Recent blog posts

What to do if your bank is financing the climate crisis

Aug 27, 2024

Despite clear evidence and global consensus of the need to shift away from fossil fuels because of climate change, the fossil fuel industry continues to expand production and roll back environmental commitments. This expansion is facilitated by financing from the world’s largest banks.

The Earth has set heat records for 13 straight months - but Big Banks continue to finance fossil fuel expansion

Jul 25, 2024

If your 401(k), IRA, or mutual funds are invested in banks that finance fossil fuels, it could impact your financial returns. We've updated our Fossil Fuel Finance ratings to use the most recent data on bank financial commitments to fossil fuels.

Is Your 401(k) Invested in Bomb Makers?

Jun 18, 2024

When you think about your 401(k), you probably imagine your money working hard towards your secure and comfortable retirement. But 401(k)s have big holdings in companies that make bombs and missiles - including nuclear weapons, cluster bombs, and other arms prohibited by international treaties.

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