Core Insights - The iShares U.S. Energy ETF (IYE) is a passively managed ETF launched on June 12, 2000, designed to provide broad exposure to the Energy - Broad segment of the equity market [1] - The ETF has amassed over $1.15 billion in assets, making it one of the largest ETFs in the Energy sector [3] - The ETF has a low expense ratio of 0.39% and a 12-month trailing dividend yield of 2.84% [4] Index and Performance - IYE seeks to match the performance of the Dow Jones U.S. Oil & Gas Index and has a beta of 0.81, indicating lower volatility compared to the market [3][7] - The ETF has gained approximately 0.86% year-to-date but is down about 2.27% over the past year, with a trading range between $40.36 and $51.38 in the last 52 weeks [7] Sector Exposure and Holdings - The ETF has a heavy allocation in the Energy sector, with about 98.5% of its portfolio dedicated to this sector [5] - Exxon Mobil Corp (XOM) is the largest holding, accounting for approximately 22.39% of total assets, followed by Chevron Corp (CVX) and Conocophillips (COP) [6] Alternatives and Comparisons - The iShares U.S. Energy ETF carries a Zacks ETF Rank of 3 (Hold), indicating a sufficient option for investors seeking exposure to the Energy ETFs area [8] - Other alternatives include the Vanguard Energy ETF (VDE) and the Energy Select Sector SPDR ETF (XLE), with VDE having $6.98 billion in assets and XLE having $26.13 billion [9]

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 ...

Core Viewpoint - The Energy Select Sector SPDR ETF (XLE) is a leading option for investors seeking broad exposure to the Energy sector, characterized by its low cost, transparency, and tax efficiency [1][4]. Group 1: ETF Overview - XLE is a passively managed ETF launched on December 16, 1998, and has accumulated over $26.4 billion in assets, making it the largest ETF in the Energy - Broad segment [1][3]. - The ETF aims to match the performance of the Energy Select Sector Index, which includes companies in oil, gas, consumable fuels, and energy equipment & services [3]. Group 2: Costs and Performance - XLE has an annual operating expense ratio of 0.08%, making it the least expensive option in its category, with a 12-month trailing dividend yield of 3.37% [4]. - As of August 11, 2025, the ETF has seen a year-to-date increase of approximately 0.82% but is down about 1.59% over the past year, trading between $76.44 and $97.27 in the last 52 weeks [7]. Group 3: Sector Exposure and Holdings - The ETF is fully allocated to the Energy sector, with Exxon Mobil Corp (XOM) representing about 23.24% of total assets, followed by Chevron Corp (CVX) and Conocophillips (COP) [5][6]. - The top 10 holdings constitute approximately 73.31% of total assets under management, indicating a concentrated exposure [6]. Group 4: Alternatives and Rankings - XLE holds a Zacks ETF Rank of 2 (Buy), indicating strong expected returns based on various factors including expense ratio and momentum [8]. - Other alternatives in the energy ETF space include iShares Global Energy ETF (IXC) and Vanguard Energy ETF (VDE), with assets of $1.76 billion and $6.97 billion respectively [9].

Core Viewpoint - The Invesco S&P 500 Equal Weight Energy ETF (RSPG) offers a unique investment opportunity in the energy sector by utilizing an equal-weighting strategy, which aims to provide better risk-return performance compared to traditional market cap weighted ETFs [1][5][3]. Fund Overview - RSPG debuted on November 1, 2006, and has accumulated over $430.95 million in assets, making it one of the larger ETFs in the Energy category [1][5]. - The fund seeks to match the performance of the S&P 500 Equal Weight Energy Plus Index, which equally weights stocks in the energy sector [5]. Cost and Expenses - RSPG has annual operating expenses of 0.40%, positioning it as one of the cheaper options in the ETF space [6]. - The fund's 12-month trailing dividend yield is 2.62% [6]. Sector Exposure and Holdings - RSPG is fully allocated to the Energy sector, with approximately 100% of its portfolio dedicated to this area [7]. - Valero Energy Corp (VLO) constitutes about 4.86% of total assets, with the top 10 holdings making up approximately 46.8% of the fund's total assets [8]. Performance Metrics - As of July 25, 2025, RSPG has gained roughly 1.44% year-to-date but is down about -1.67% over the past year [9]. - The fund has traded between $65.43 and $86.09 in the last 52 weeks [9]. - RSPG has a beta of 0.87 and a standard deviation of 23.06% over the trailing three-year period, indicating more concentrated exposure than its peers [10]. Alternatives - While RSPG is a viable option for investors looking to outperform the Energy ETFs segment, alternatives such as the Vanguard Energy ETF (VDE) and the Energy Select Sector SPDR ETF (XLE) are also available [11][12]. - VDE has $7.22 billion in assets and an expense ratio of 0.09%, while XLE has $27.74 billion in assets with an expense ratio of 0.08% [12].

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]

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]

Core Insights - The First Trust Energy AlphaDEX ETF (FXN) is a smart beta ETF that provides broad exposure to the Energy sector, having debuted on May 8, 2007 [1] - The ETF industry has been traditionally dominated by market capitalization weighted indexes, but smart beta strategies aim to outperform through stock selection based on fundamental characteristics [2][3] - FXN is sponsored by First Trust Advisors and has assets totaling approximately $278.76 million, positioning it as an average-sized ETF in the Energy category [5] Fund Structure and Strategy - FXN seeks to match the performance of the StrataQuant Energy Index, which is a modified equal-dollar weighted index designed to identify stocks from the Russell 1000 Index that may generate positive alpha [6] - The fund has an annual operating expense ratio of 0.61% and a 12-month trailing dividend yield of 2.92%, which is competitive within its peer group [7] Sector Exposure and Holdings - The fund has a significant allocation to the Energy sector, representing 93.5% of its portfolio [8] - First Solar, Inc. (FSLR) is the largest holding at approximately 5.8%, with the top 10 holdings accounting for about 41.17% of total assets [9] Performance Metrics - Year-to-date, FXN has experienced a loss of approximately -3.71%, and over the last 12 months, it is down about -14.12% as of July 18, 2025 [11] - The fund has a beta of 0.90 and a standard deviation of 28.29% over the trailing three-year period, indicating a higher risk profile compared to peers [11] Alternatives in the Market - For investors seeking to outperform the Energy ETFs segment, alternatives such as the Vanguard Energy ETF (VDE) and the Energy Select Sector SPDR ETF (XLE) are available, with VDE having $7.15 billion in assets and XLE at $27.57 billion [13] - VDE and XLE have lower expense ratios of 0.09% and 0.08% respectively, making them more attractive options for cost-conscious investors [13]

Core Insights - The Strive U.S. Energy ETF (DRLL) is a passively managed ETF launched on August 9, 2022, providing broad exposure to the Energy - Broad segment of the equity market [1] - The Energy - Broad sector is currently ranked 15th among 16 Zacks sectors, placing it in the bottom 6% [2] - DRLL has accumulated assets of over $278.89 million and aims to match the performance of the Bloomberg US Energy Select Index [3] Cost Structure - The ETF has an annual operating expense ratio of 0.41%, making it one of the cheaper options in the market [4] - It offers a 12-month trailing dividend yield of 2.85% [4] Sector Exposure and Holdings - Approximately 99.20% of DRLL's portfolio is allocated to the Energy sector [5] - The top three holdings include Exxon Mobil Corp (22.47%), Chevron Corp, and Phillips 66, with the top 10 holdings accounting for about 75.97% of total assets [5][6] Performance Metrics - As of July 14, 2025, DRLL has gained about 7.35% year-to-date and was up 0.04% over the past year [7] - The ETF has traded between $24.09 and $30.93 in the past 52 weeks, with a beta of 0.77 and a standard deviation of 23.82% over the trailing three-year period [7] Alternatives - DRLL holds a Zacks ETF Rank of 2 (Buy), indicating strong potential based on expected returns, expense ratio, and momentum [8] - Other notable ETFs in the energy sector include Vanguard Energy ETF (VDE) with $7.36 billion in assets and Energy Select Sector SPDR ETF (XLE) with $28.38 billion in assets [9]

The Energy sector has jumped out to a big lead when scanning the year-to-date S&P 500 sector performances. Over the past five years, the Energy Select Sector SPDR ETF ( XLE ), is up by more than 300%, a four-bagger, with Freelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narrative to fi ...