Energy - Broad

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Should You Invest in the Vanguard Energy ETF (VDE)?
ZACKS· 2025-08-13 11:21
Looking for broad exposure to the Energy - Broad segment of the equity market? You should consider the Vanguard Energy ETF (VDE) , a passively managed exchange traded fund launched on September 23, 2004. While an excellent vehicle for long term investors, passively managed ETFs are a popular choice among institutional and retail investors due to their low costs, transparency, flexibility, and tax efficiency. Additionally, sector ETFs offer convenient ways to gain low risk and diversified exposure to a broad ...
Should You Invest in the Invesco S&P 500 Equal Weight Energy ETF (RSPG)?
ZACKS· 2025-07-24 11:21
Core Insights - The Invesco S&P 500 Equal Weight Energy ETF (RSPG) is a passively managed ETF launched on November 1, 2006, aimed at providing broad exposure to the Energy - Broad segment of the equity market [1] - The Energy - Broad sector is currently ranked 16th among the 16 Zacks sectors, placing it in the bottom 0% [2] Fund Overview - RSPG has over $428.33 million in assets, making it one of the larger ETFs in the Energy - Broad segment [3] - The ETF seeks to match the performance of the S&P 500 Equal Weight Energy Plus Index, which equally weights stocks in the energy sector of the S&P 500 Index [3] Cost Structure - The annual operating expense ratio for RSPG is 0.40%, positioning it as one of the cheaper options in the ETF space [4] - The ETF has a 12-month trailing dividend yield of 2.64% [4] Sector Exposure and Holdings - RSPG has a 100% allocation in the Energy sector, providing concentrated exposure [5] - Valero Energy Corp (VLO) constitutes approximately 4.86% of total assets, with the top 10 holdings accounting for about 46.80% of total assets under management [6] Performance Metrics - As of July 24, 2025, RSPG has gained about 0.82% year-to-date but is down approximately -2.93% over the past year [7] - The ETF has traded between $65.43 and $86.09 in the last 52 weeks, with a beta of 0.87 and a standard deviation of 23.08% over the trailing three-year period [7] Alternatives - RSPG carries a Zacks ETF Rank of 3 (Hold), indicating it is a viable option for investors seeking exposure to Energy ETFs [8] - Other alternatives include the Vanguard Energy ETF (VDE) with $7.15 billion in assets and the Energy Select Sector SPDR ETF (XLE) with $27.57 billion in assets, both of which have lower expense ratios [9]
Should You Invest in the Fidelity MSCI Energy Index ETF (FENY)?
ZACKS· 2025-07-22 11:21
Core Insights - The Fidelity MSCI Energy Index ETF (FENY) is a passively managed ETF launched on 10/21/2013, designed to provide broad exposure to the Energy sector of the equity market [1] - FENY has amassed over $1.35 billion in assets, making it one of the largest ETFs in the Energy sector [3] - The ETF has an annual operating expense ratio of 0.08%, making it the least expensive product in its category, with a 12-month trailing dividend yield of 3.31% [4] Index and Performance - FENY seeks to match the performance of the MSCI USA IMI Energy Index, which represents the U.S. energy sector [3] - The ETF has returned approximately 0.07% year-to-date and is down about -4.96% over the past year, with a trading range between $20.83 and $26.91 in the last 52 weeks [7] - The fund has a beta of 0.77 and a standard deviation of 24.77% over the trailing three-year period, indicating a high-risk profile [7] Holdings and Sector Exposure - FENY has a heavy allocation in the Energy sector, with about 99.90% of its portfolio dedicated to this sector [5] - The top three holdings include Exxon Mobil Corp (22.92%), Chevron Corp, and Conocophillips, with the top 10 holdings accounting for approximately 64.27% of total assets [6] Alternatives and Market Position - FENY carries a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to Energy ETFs [8] - Other alternatives in the market include the Vanguard Energy ETF (VDE) with $7 billion in assets and the Energy Select Sector SPDR ETF (XLE) with $26.99 billion in assets, both of which have competitive expense ratios [9]