Energy Equities ETFs


Most of these ETFs invest in companies that explore for and produce crude oil and natural gas, contract drilling services, and own and operate oil and natural gas pipeline systems worldwide. The recent correction in the energy space has lasted much longer than most investors would believe. While there are some opportunities from a yield standpoint, the uncertainty of where oil prices can find a price floor and stabilize makes the income opportunities a bit less certain than we have seen historically. For this reason, we would say this category is best suited for moderate investors who understand a further pullback is possible, but are willing to ride out the uncertainty.

F

Category Grade

This category ranks #57 out of 65 ETF categories.

C
Neutral

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is C (Neutral).


Fund Symbol/Name Last Open High Low 52-Wk Hi 52-Wk Lo Day Chg YTD Chg 12-Mo Chg AUM Exp. Ratio SMART Grade
FMAT
Fidelity MSCI Materials Index ETF
30.20 30.36 30.36 30.20 31.22 24.77 -0.07
(-0.23%)
4.72% 21.21% 205.16M 0.08% A
Strong Buy
KOL
VanEck Vectors Coal ETF
13.82 13.77 13.86 13.77 14.74 7.24 0.00
(0.00%)
12.72% 86.56% 100.62M 0.59% A
Strong Buy
PZD
PowerShares Cleantech Portfolio
35.22 35.22 35.22 35.22 35.41 28.18 +0.32
(0.92%)
7.74% 20.73% 86.68M 0.67% A
Strong Buy
GEX
VanEck Vectors Global Alternative Energy ETF
54.09 53.96 54.41 53.96 55.48 46.50 +0.23
(0.43%)
7.15% 4.45% 66.12M 0.62% A
Strong Buy
QCLN
First Trust NASDAQ Clean Edge Green Energy Index Fund
16.51 16.30 16.51 16.30 17.06 13.17 +0.21
(1.29%)
7.14% 13.39% 54.64M 0.60% A
Strong Buy
PBD
PowerShares Global Clean Energy Portfolio
11.06 11.04 11.06 11.04 11.44 9.83 +0.01
(0.09%)
6.35% 4.70% 51.06M 0.77% A
Strong Buy
IPW
SPDR S&P International Energy Sector ETF
17.91 18.07 18.07 17.89 19.30 15.35 -0.03
(-0.17%)
-4.22% 13.48% 45.65M 0.40% A
Strong Buy
ISRA
VanEck Vectors Israel ETF
29.14 29.20 29.20 29.14 29.63 25.31 +0.05
(0.17%)
8.65% 6.38% 39.16M 0.59% A
Strong Buy
IXC
iShares Global Energy ETF
32.67 32.66 32.71 32.62 36.16 28.35 0.00
(0.00%)
-6.12% 11.30% 938.57M 0.47% B
Buy
NANR
SPDR S&P North American Natural Resources ETF
32.90 32.84 32.94 32.84 36.49 28.14 0.00
(0.00%)
-1.73% 13.92% 871.46M 0.35% B
Buy
PBW
PowerShares WilderHill Clean Energy Portfolio
3.90 3.90 3.92 3.88 4.29 3.41 +0.03
(0.78%)
5.98% -2.99% 87.01M 0.50% B
Buy
ICLN
iShares S&P Global Clean Energy Index Fund
8.47 8.46 8.53 8.46 9.68 7.73 -0.01
(-0.12%)
7.49% -5.45% 79.71M 0.47% B
Buy
ENY
Guggenheim Canadian Energy Income ETF
8.49 8.49 8.49 8.49 9.47 7.26 -0.06
(-0.70%)
-6.70% 13.42% 26.00M 0.69% B
Buy
PUW
PowerShares WilderHill Progressive Energy Portfolio
25.28 25.35 25.37 25.28 27.08 19.30 +0.16
(0.64%)
-2.02% 22.42% 23.93M 0.70% B
Buy
XLE
SPDR Select Sector Fund - Energy Select Sector
68.82 68.93 69.08 68.67 78.45 59.94 -0.01
(-0.01%)
-8.63% 11.25% 16.65B 0.14% C
Neutral
VDE
Vanguard Energy ETF
94.53 94.67 94.86 94.37 109.08 82.84 -0.60
(-0.63%)
-9.70% 10.51% 4.07B 0.10% C
Neutral
XOP
SPDR S&P Oil & Gas Explor & Product
35.18 35.29 35.48 35.06 44.97 28.69 +0.01
(0.03%)
-15.07% 18.03% 2.16B 0.35% C
Neutral
IYE
iShares U.S. Energy ETF
37.75 37.79 37.88 37.68 43.31 33.68 -0.21
(-0.55%)
-9.12% 8.89% 1.23B 0.44% C
Neutral
OIH
VanEck Vectors Oil Services ETF
29.92 29.90 30.26 29.83 36.35 25.13 +0.01
(0.03%)
-10.28% 13.85% 1.19B 0.35% C
Neutral
FXN
First Trust Energy AlphaDEX Fund
14.44 14.45 14.53 14.41 17.95 13.46 0.00
(0.00%)
-12.54% 3.03% 1.17B 0.62% C
Neutral
FENY
Fidelity MSCI Energy Index ETF
19.17 19.23 19.25 19.14 22.12 17.01 -0.01
(-0.05%)
-9.49% 9.49% 468.25M 0.08% C
Neutral
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
58.20 58.47 58.59 58.15 70.34 49.94 -0.26
(-0.44%)
-11.06% 12.44% 402.10M 0.44% C
Neutral
XES
SPDR Series Trust SPDR S&P Oil & Gas Equipment & Services ETF
19.09 19.15 19.35 19.05 24.58 16.08 +0.02
(0.10%)
-14.59% 12.43% 308.14M 0.35% C
Neutral
IEZ
iShares U.S. Oil Equipment & Services ETF
40.64 40.70 41.02 40.55 49.11 33.65 -0.11
(-0.27%)
-10.58% 15.78% 243.18M 0.44% C
Neutral
RYE
Guggenheim S&P 500 Equal Weight Energy ETF
56.84 57.02 57.15 56.79 68.00 46.37 -0.09
(-0.16%)
-11.20% 18.49% 237.13M 0.40% C
Neutral
TAN
Guggenheim Solar ETF
17.36 17.29 17.40 17.26 24.88 16.45 +0.04
(0.23%)
4.77% -22.27% 205.00M 0.71% C
Neutral
FCG
First Trust Natural Gas ETF
23.10 23.09 23.22 23.01 28.65 19.50 +0.05
(0.22%)
-11.73% 14.54% 199.43M 0.60% C
Neutral
PXI
PowerShares DWA Energy Momentum Portfolio
37.06 36.96 37.33 36.96 47.35 30.89 +0.04
(0.11%)
-14.82% 15.09% 174.46M 0.60% C
Neutral
TPYP
Tortoise North American Pipeline Fund ETF
23.83 23.86 23.99 23.83 30.26 18.24 +0.04
(0.17%)
0.55% 26.89% 70.48M 0.40% C
Neutral
PXE
PowerShares Dynamic Energy E&P
20.25 20.31 20.42 20.25 24.92 18.79 -0.12
(-0.59%)
-12.26% 2.09% 57.34M 0.75% C
Neutral
PSCE
PowerShares S&P SmallCap Energy Portfolio
17.02 17.20 17.37 17.02 22.69 13.97 -0.02
(-0.12%)
-19.03% 18.11% 56.78M 0.29% C
Neutral
FRAK
VanEck Vectors Unconventional Oil & Gas ETF
15.70 15.84 15.84 15.70 19.94 13.43 -0.07
(-0.44%)
-13.88% 12.95% 52.93M 0.54% C
Neutral
PXJ
PowerShares Dynamic Oil Services
11.27 11.30 11.30 11.27 14.18 10.14 +0.01
(0.09%)
-11.75% -2.25% 43.43M 0.63% C
Neutral
KWT
VanEck Vectors Solar Energy ETF
35.77 35.49 36.48 35.49 50.13 33.65 -0.64
(-1.76%)
3.65% -28.00% 10.79M 0.65% C
Neutral
IOIL
IQ Global Oil Small Cap ETF
10.98 10.98 10.98 10.98 13.73 9.69 +0.04
(0.37%)
-11.67% 11.25% 2.73M 0.75% C
Neutral
ERGF
iShares Edge MSCI Multifactor Energy ETF
25.81 25.81 25.81 25.81 29.12 24.50 0.00
(0.00%)
-8.15% 2.54% 2.58M 0.35% C
Neutral
JHME
John Hancock Multifactor Energy ETF
27.71 27.80 27.80 27.71 31.57 24.40 -0.21
(-0.75%)
-8.76% 13.29% 16.72M 0.50% NR
Not Rated
XE
Elkhorn S&P MidCap Energy Portfolio
12.20 12.20 12.20 12.20 15.55 12.19 0.00
(0.00%)
-18.99% -18.99% N/A N/A NR
Not Rated

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