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IYE and VDE share 90.2% of their holdings.
| Side by side | OIH | IYE | VDE |
|---|---|---|---|
| Strategy | Unsorted | Sectors · Energy | Sectors · Energy |
| Expense ratio | 0.35% | 0.37% | 0.09% |
| Cost per year on $10k | $35 | $37 | $9 |
| Trailing 12-mo yield | 1.25% | 1.90% | 2.18% |
| Income per year on $10k | $125 | $190 | $218 |
| YTD | +36.6% | +51.7% | +51.6% |
| 1 year | +38.1% | +56.3% | +55.4% |
| 3 years · per year | +7.9% | +19.0% | +19.0% |
| 5 years · per year | +13.2% | +20.8% | +21.6% |
| Worst drop · 1Y | −20.8% | −14.5% | −15.0% |
| Volatility · 1Y | 30.1% | 22.0% | 22.5% |
| Holdings | 26 | 40 | 112 |
| Assets | $2.0B | $1.9B | $12.7B |
| Leverage | None | None | None |
| Since | 2011 | 2000 | 2004 |
Highlighted = best in the row. Returns include dividends.