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Data as of Sep 12, 2026. Both funds on the fields they both publish, from the same sources.

ETFIQetfiq.com · independent ETF data

VBR vs VDE: how they differ

VBR and VDE hold 4% of their weight in the same names, and VDE returned more over the year.

Vanguard Small-Cap Value Index Fund and Vanguard Energy Index Fund.

What they hold in common

By the books each fund has filed, VBR and VDE hold 4% of their money in the same securities at the same weight.

Positions VBR and VDE both hold, largest shared weight first
HoldingVBRVDE
Expand Energy Corp0.47%0.95%
DT Midstream Inc0.32%0.63%
Ovintiv Inc0.32%0.70%
APA Corp0.25%0.58%
HF Sinclair Corp0.23%0.50%
Range Resources Corp0.19%0.42%
EQT Corp0.18%1.45%
Antero Midstream Corp0.16%0.34%
Prc Newco Inc0.16%0.60%
Archrock Inc0.15%0.27%
NOV Inc0.14%0.34%
Chord Energy Corp0.14%0.36%
Largest positions each one holds and the other does not
Only in VBROnly in VDE
Jabil Inc 0.87%Exxon Mobil Corp 21.37%
NRG Energy Inc 0.66%Chevron Corp 14.53%
Tapestry Inc 0.64%ConocoPhillips 5.79%
Atmos Energy Corp 0.62%Williams Cos Inc/The 3.65%
Williams-Sonoma Inc 0.59%SLB Ltd 3.49%
Moderna Inc 0.54%Marathon Petroleum Corp 3.29%
Smurfit Westrock PLC 0.52%Valero Energy Corp 3.19%
F5 Inc 0.50%EOG Resources Inc 3.06%

Weight overlap is an ETFIQ calculation: for every security both funds hold, the smaller of the two weights, summed. Above 50%, holding both is close to holding one of them twice. Holdings dated Jun 30, 2026 and May 31, 2026.

VBR and VDE on the fields both publish, as of Sep 12, 2026. Source: ETFIQ.
VBR
Vanguard Small-Cap Value Index Fund
VDE
Vanguard Energy Index Fund
Where it sitsCore index fundCore index fund
IssuerVanguardVanguard
What it isSmall-Cap ValueEnergy
Total return, 1 year+16.3%+50.6%
S&P 500 over the same days+17.5%+17.5%
Gap to the S&P 500−1.2 pts+33.1 pts
Expense ratio0.05%0.09%
Already in the S&P 50030.5%81.6%
Holdings840105

VBR in plain words

VBR is an index equity fund tracking the Small-Cap Value. Over the year to Sep 11, 2026 it returned +16.3% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.05% a year. By its holdings filed for Jun 30, 2026, 30% of the fund by weight is stocks the S&P 500 also holds, across 840 positions, with the top ten at 5.9%. It sat 3.8% below its high of Aug 14, 2026 on Sep 11, 2026.

VDE in plain words

VDE is an index equity fund tracking the Energy. Over the year to Sep 11, 2026 it returned +50.6% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.09% a year. By its holdings filed for May 31, 2026, 82% of the fund by weight is stocks the S&P 500 also holds, across 105 positions, with the top ten at 64.0%.

Questions people ask

Which returned more over the last year, VBR or VDE?
In the year to Sep 12, 2026, with distributions reinvested, VBR returned +16.3% and VDE returned +50.6%, so VDE returned more. One year is one year; the longer windows are in the table.
Which is cheaper, VBR or VDE?
VBR charges 0.05% a year and VDE charges 0.09%, so VBR is cheaper. Fees come from each fund's prospectus.
How much do VBR and VDE overlap with the S&P 500?
By their latest filed holdings, 30% of VBR and 82% of VDE by weight is stocks the S&P 500 already holds. Between the two funds, 4% of their books are the same securities at the same weight.

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Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

VBR against VDE, ETFIQ, data as of Sep 12, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. A comparison is not a recommendation.

Cite this page. ETFIQ, VBR against VDE, data as of Sep 12, 2026. https://etfiq.com/compare/any/VBR-VDE Free to use with attribution; the underlying files are at Open data.

A comparison is not a recommendation. Standards and sources