QUAL vs VDE

iShares MSCI USA Quality Factor ETF vs Vanguard Energy ETF

Quick take
  • VDE has the lower expense ratio at 0.09% vs 0.15% for QUAL.
  • VDE pays a higher dividend yield (2.68%).

Side-by-side metrics

MetricQUALVDE
Expense ratio
Annual fee. Lower is better.
0.15%0.09%
Dividend yield
Trailing 12-month yield.
0.86%2.68%
AUM
Assets under management — bigger funds are typically more liquid.
$45.92B$11.08B
YTD return
9.64%26.19%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
0.90-0.01
P/E ratio
27.7920.09
Last price
$218.50$154.81
Inception
Issuer
iSharesVanguard

QUAL top holdings

Top holdings · QUAL
AAPLApple Inc6.20%
NVDANVIDIA Corp5.81%
MSFTMicrosoft Corp5.73%
LRCXLam Research Corp5.15%
AMATApplied Materials Inc4.41%
KLACKLA Corp4.07%
TJXTJX Companies Inc3.82%
LLYEli Lilly and Co3.81%
METAMeta Platforms Inc Class A3.72%
VVisa Inc Class A2.96%
Sector breakdown · QUAL
Real Estate1.7%
Consumer Cyclical9.0%
Basic Materials1.9%
Consumer Defensive4.3%
Technology40.2%
Communication Services10.3%
Financial Services10.9%
Utilities2.1%
Industrials7.4%
Energy2.9%
Healthcare9.2%

VDE top holdings

Top holdings · VDE
XOMExxon Mobil Corp21.86%
CVXChevron Corp14.14%
COPConocoPhillips5.75%
WMBWilliams Companies Inc3.62%
SLBSLB Ltd3.47%
MPCMarathon Petroleum Corp3.13%
VLOValero Energy Corp3.13%
EOGEOG Resources Inc3.04%
PSXPhillips 662.96%
BKRBaker Hughes Co Class A2.63%
Sector breakdown · VDE
Basic Materials0.4%
Industrials0.1%
Energy99.5%

About QUAL

QUAL (iShares MSCI USA Quality Factor ETF) is US large-caps screened for quality factors. Managed by iShares, the fund carries $45.9B in assets under management, an expense ratio of 0.15%, a dividend yield of 0.86%. Its largest holding is Apple Inc (AAPL), which represents 6.2% of the portfolio. Real Estate is the fund's largest sector exposure at 1.7%.

About VDE

VDE (Vanguard Energy ETF) is US energy sector stocks. Managed by Vanguard, the fund carries $11.1B in assets under management, an expense ratio of 0.09%, a dividend yield of 2.68%. Its largest holding is Exxon Mobil Corp (XOM), which represents 21.9% of the portfolio. Basic Materials is the fund's largest sector exposure at 0.4%.