Vanguard Energy Funds to Invest in Energy Rebound

If you're looking to invest in the energy sector, Vanguard offers a range of energy funds that can help you tap into the rebound. Vanguard Energy Fund, for example, seeks to track the performance of the MSCI ACWI Energy Index.

These funds can be a great way to diversify your portfolio and potentially benefit from the growth of the energy sector. The fund invests in a wide range of energy companies, from oil and gas to renewable energy sources.

One of the key benefits of investing in Vanguard energy funds is their low cost. The Vanguard Energy Fund, for instance, has an expense ratio of 0.12%, making it a cost-effective option for investors.

Recommended read: Energy Stocks

Expenses are an important consideration when investing in Vanguard energy funds. The fees associated with these funds can eat into your returns, so it's essential to understand what you're paying for.

The table below breaks down the expenses for Vanguard energy funds.

The expense ratio for Vanguard Energy ETF (VDE) is 0.10% of the fund's assets under management (AUM), which is relatively low compared to other funds in the category.

The Vanguard energy funds have a diverse portfolio, with a top holding of Exxon Mobil Corp at 23.23%. This suggests a significant investment in the energy sector.

A closer look at the top 10 holdings reveals a mix of oil and gas companies, with Chevron Corp and ConocoPhillips also making the cut. The presence of EOG Resources and Marathon Petroleum indicates a focus on exploration and production.

Here are the top 10 holdings in the Vanguard energy funds:

Vde is a key player in the market, boasting a strong track record of delivering high-quality products.

Their products have consistently shown a 25% increase in sales over the past three years, making them a leader in their field.

One of the reasons for Vde's success is their efficient production process, which allows them to meet tight deadlines and exceed customer expectations.

In fact, Vde has a reputation for delivering products 20% faster than their competitors, giving them a significant edge in the market.

Their commitment to quality has also earned them a 95% customer satisfaction rating, with many customers returning to Vde for repeat business.

Vde's focus on performance has clearly paid off, with their revenue increasing by 30% over the past two years.

A different take: Vanguard Index Funds Returns

Let's take a look at the top holdings in the company's portfolio. Exxon Mobil Corp holds the largest share at 23.23%.

The next largest holding is Chevron Corp at 12.96%. This is a significant stake in the company's overall portfolio.

ConocoPhillips is another major holding, making up 6.76% of the portfolio. This indicates a strong presence in the energy sector.

EOG Resources and Marathon Petroleum also make up notable portions of the portfolio, at 3.78% and 3.37% respectively.

Schlumberger Ltd and Phillips 66 hold 3.17% and 3.09% of the portfolio.

Williams Cos Inc and Oneok Inc round out the top 10 holdings, at 2.83% and 2.60% respectively.

Valero Energy completes the top 10, with a 2.50% stake in the company's portfolio.

Here's a list of the top 10 holdings:

The energy sector has taken a beating, with crude-oil prices plummeting 55% from their highs in 2014. As a result, the Standard & Poor’s Energy index sank 21% over the period.

See what others are reading: Goldman Sachs Mlp and Energy Renaissance Fund

Investors who dropped energy stocks during this time may have missed out on a potential rebound. According to Todd Rosenbluth, a senior director at S&P Capital IQ, "When energy falls this quickly, it tends to stabilize and then continue its climb."

Vanguard Energy ETF (VDE) is a solid, low-cost choice for tracking the energy sector. The ETF tracks an index of 168 companies that cover a broad swath of the industry.

Related reading: Mutual Funding Energy Morgan Stanley

Dividend Yield Analysis is a crucial aspect of investment analysis. It helps investors understand the potential return on investment from dividend-paying stocks.

The Dividend Yield of VDE is 3.09%, which is a relatively stable figure. However, it's essential to consider the category averages to gain a better perspective.

Category Low is 0.00%, while Category High is 6.52%. This significant range highlights the importance of comparing dividend yields across different categories.

VDE's Dividend Yield ranks 17.65% among its peers. This ranking can be a useful indicator for investors looking to identify undervalued or high-yielding stocks.

Here's a comparison of the dividend yields across different categories:

This comparison can help investors make informed decisions about their investment portfolios.

Analyzing a company's net income ratio can give you a clear picture of its financial health. The net income ratio is a measure of how much of a company's revenue is left over as profit after expenses.

Looking at the net income ratio of VDE, we see that it's a relatively healthy 4.54%. This is actually the same as the category high, indicating that VDE is performing well in this area.

To put this into perspective, a negative net income ratio can be a sign of financial trouble. In this case, the category low is a staggering -1.80%. This is a significant difference from VDE's net income ratio, showing just how well the company is doing.

A net income ratio of 4.54% also puts VDE in the 1.47% percentile of its category. This means that VDE is performing better than most of its peers in terms of net income ratio.

Expand your knowledge: Franklin Mutual Financial Services Fund

The energy sector has taken a beating, with crude-oil prices plummeting 55% from their highs in the summer of 2014.

Investors dropped energy stocks like hot potatoes, causing the Standard & Poor’s Energy index to sink 21% over the period.

This is a good time to be greedy, as energy stocks tend to stabilize and then continue their climb after a sharp decline.

A solid, low-cost choice for an energy-sector fund is Vanguard Energy ETF (VDE), which tracks an index of companies covering the industry.

The fund's 168 holdings are weighted by stock market value, with behemoths ExxonMobil and Chevron accounting for more than one-third of the ETF's assets.

Shares of "big oil" tend to hold up better than the overall sector, as they operate across many segments of the industry.

The ETF has been 21% less volatile than its peers over the past three years, making it a relatively stable option.

Vanguard Energy ETF is a great choice for investors looking to ride the energy rebound, as it provides broad exposure to the industry.

Check this out: Oil Index Funds

Vanguard Energy Fund Admiral Shares has a one-year performance of 12.03.

If you're considering investing in energy funds, it's worth noting that the SMid Energy 2 F RE, SMid Energy 2 RE, and SMid Energy 2 F CA all have identical one-year performances of 12.07.

The SMid Energy 2 CA also has a one-year performance of 12.07, making it comparable to the other three funds in this regard.

Here's a comparison of the funds' one-year performances:

The Vanguard Energy Fund Investor Shares has an expense ratio of 0.44%, which is relatively low compared to other funds in the market.

To invest in this fund, you'll need to have at least $3,000 in your account.

As of late August 2024, the fund held 44 positions representing $5.9 billion in assets.

The utilities sector accounted for 43.60% of the fund's holdings, making it a significant component of the portfolio.

Foreign holdings represented 37.5% of the fund's assets, indicating a global investment strategy.

The 30-day SEC yield for the Vanguard Energy Fund was 3.19% as of late September 2024, providing a relatively stable source of income.