WTI Crude Up 10.3% to $71.13, Vanguard Energy ETF Tops DRLL by 12–13%
Vanguard Energy ETF has outperformed the Strive U.S. Energy ETF, with DRLL trailing VDE by 12–13% since its August 2022 launch. WTI crude has surged 10.3% this month to $71.13 per barrel and could spike to $100 if the Iran conflict escalates, enhancing earnings prospects for VDE’s energy-major holdings.
1. ETF Performance Comparison
The Strive U.S. Energy ETF has gained 26.32% year-to-date through March 5 but trails Vanguard Energy ETF by 12–13% since its August 2022 launch, reflecting VDE’s broader energy exposure and lower expense ratio compared with DRLL’s concentrated fossil-fuel mandate.
2. Recent Crude Price Surge
WTI crude has climbed 10.3% in a single month to $71.13 per barrel, driving sector-wide gains and reinforcing VDE’s performance through broad holdings across major energy producers.
3. Geopolitical Risks and Outlook
Escalating tensions around Iran and the Strait of Hormuz threaten roughly 20% of global oil supply, with forecasts envisioning a temporary surge to $100 per barrel that would significantly expand earnings for VDE’s heavyweight holdings.