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IYE and VDE share 90.4% 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 | 1.19% | 1.87% | 2.13% |
| Income per year on $10k | $119 | $187 | $213 |
| YTD | +43.2% | +54.7% | +55.3% |
| 1 year | +49.3% | +59.4% | +59.5% |
| 3 years · per year | +8.7% | +19.5% | +19.6% |
| 5 years · per year | +14.6% | +21.9% | +22.9% |
| Worst drop · 1Y | −20.8% | −14.5% | −15.0% |
| Volatility · 1Y | 29.7% | 21.6% | 22.0% |
| Holdings | 26 | 40 | 112 |
| Assets | $1.9B | $1.8B | $12.7B |
| Leverage | None | None | None |
| Since | 2011 | 2000 | 2004 |
Highlighted = best in the row. Returns include dividends.