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.

B

Category Grade

This category ranks #18 out of 65 ETF categories.

A
Strong Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is A (Strong Buy).


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
XLE
Energy Select Sector SPDR Fund
74.54 74.74 74.99 74.29 78.45 51.37 +0.28
(0.38%)
-1.04% 43.98% 17.58B 0.14% A
Strong Buy
VDE
Vanguard Energy Index Fund
103.47 103.78 104.00 103.12 109.08 70.62 +0.55
(0.53%)
-1.16% 45.53% 4.39B 0.10% A
Strong Buy
IYE
iShares Dow Jones US Energy Sector Index Fund
41.12 41.18 41.32 40.97 43.31 28.86 +0.26
(0.64%)
-1.01% 41.55% 1.33B 0.43% A
Strong Buy
OIH
Market Vectors Oil Services ETF
34.48 34.49 34.67 34.35 36.35 21.08 +0.32
(0.94%)
3.39% 61.50% 1.22B 0.35% A
Strong Buy
IXC
iShares S&P Global Energy Sector Index Fund
34.63 34.65 34.83 34.54 36.16 23.85 +0.17
(0.49%)
-0.49% 44.23% 1.16B 0.47% A
Strong Buy
NANR
SPDR S&P North American Natural Resources ETF
34.64 34.32 34.66 34.32 36.49 21.30 +0.32
(0.93%)
3.46% 61.57% 828.38M 0.35% A
Strong Buy
FENY
Fidelity MSCI Energy Index ETF
20.97 21.02 21.07 20.89 22.12 14.56 +0.13
(0.62%)
-0.99% 43.14% 518.91M 0.08% A
Strong Buy
XES
SPDR S&P Oil & Gas Equipment & Services ETF
23.26 23.25 23.49 23.19 24.58 12.67 +0.30
(1.31%)
4.07% 72.81% 312.62M 0.35% A
Strong Buy
RYE
Guggenheim S&P 500 Equal Weight Energy ETF
63.50 63.52 64.18 63.32 68.00 38.09 +0.23
(0.36%)
-0.80% 64.81% 307.39M 0.40% A
Strong Buy
PXI
PowerShares DWA Energy Momentum Portfolio
44.51 44.22 44.93 44.22 47.35 25.41 +0.33
(0.75%)
2.30% 65.71% 278.72M 0.60% A
Strong Buy
IEZ
iShares Dow Jones US Oil Equipment & Services Index Fund
46.87 46.82 47.18 46.74 49.11 28.35 +0.39
(0.84%)
3.12% 62.74% 261.17M 0.44% A
Strong Buy
FMAT
Fidelity MSCI Materials Index ETF
29.65 29.55 29.74 29.50 30.13 20.78 +0.23
(0.78%)
2.81% 41.33% 167.33M 0.08% A
Strong Buy
PZD
PowerShares Cleantech Portfolio
33.39 33.39 33.50 33.28 33.80 25.59 +0.14
(0.42%)
2.14% 30.02% 78.67M 0.67% A
Strong Buy
GEX
Market Vectors Global Alternative Energy ETF
52.30 52.42 52.48 52.18 54.29 44.16 +0.37
(0.71%)
3.61% 11.90% 64.94M 0.62% A
Strong Buy
QCLN
First Trust NASDAQ Clean Edge US Liquid Series Index Fund
15.88 15.67 15.91 15.67 15.97 12.50 +0.13
(0.83%)
3.05% 17.28% 52.76M 0.60% A
Strong Buy
PBD
PowerShares Global Clean Energy Portfolio
10.63 10.68 10.68 10.61 11.44 9.19 +0.05
(0.47%)
2.21% 9.59% 52.71M 0.77% A
Strong Buy
PXJ
PowerShares Dynamic Oil & Gas Services Portfolio
13.39 13.35 13.51 13.35 14.18 9.00 +0.15
(1.13%)
4.86% 46.34% 51.24M 0.63% A
Strong Buy
IPW
SPDR S&P International Energy Sector ETF
18.77 18.86 18.86 18.75 19.30 12.82 +0.16
(0.86%)
0.37% 46.64% 41.29M 0.40% A
Strong Buy
ISRA
Market Vectors Israel
27.39 27.44 27.44 27.27 28.81 24.94 +0.02
(0.07%)
2.13% 3.55% 36.23M 0.59% A
Strong Buy
ENY
Guggenheim Canadian Energy Income ETF
8.98 9.01 9.01 8.98 9.47 5.64 +0.07
(0.79%)
-1.32% 60.36% 28.94M 0.70% A
Strong Buy
PUW
PowerShares WilderHill Progressive Energy Portfolio
26.06 25.90 26.06 25.90 27.08 15.88 +0.21
(0.81%)
1.01% 59.49% 24.53M 0.70% A
Strong Buy
IOIL
IQ Global Oil Small Cap
12.59 12.70 12.70 12.59 13.73 7.80 +0.08
(0.64%)
1.29% 61.41% 4.35M 0.75% A
Strong Buy
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
41.13 41.33 41.51 40.95 44.97 22.97 +0.19
(0.46%)
-0.70% 73.18% 2.37B 0.35% B
Buy
FXN
First Trust Energy AlphaDEX Fund
16.64 16.70 16.77 16.60 17.95 10.59 +0.13
(0.79%)
0.79% 53.08% 1.57B 0.64% B
Buy
IEO
iShares Dow Jones US Oil & Gas Exploration & Production Index Fund
65.29 65.60 65.86 65.11 70.34 40.48 +0.29
(0.45%)
-0.23% 53.55% 379.55M 0.44% B
Buy
FCG
First Trust ISE Revere Natural Gas Index Fund
26.41 26.58 26.70 26.36 28.65 15.75 +0.07
(0.27%)
0.92% 57.67% 251.00M 0.60% B
Buy
KOL
Market Vectors Global Coal Index
12.85 12.84 12.87 12.81 14.74 5.26 -0.02
(-0.16%)
4.81% 142.45% 101.35M 0.59% B
Buy
PSCE
PowerShares S&P SmallCap Energy Portfolio
21.19 21.29 21.42 21.18 22.69 10.54 +0.19
(0.90%)
0.81% 86.04% 96.51M 0.29% B
Buy
PBW
PowerShares WilderHill Clean Energy Portfolio
3.78 3.76 3.80 3.76 4.29 3.41 +0.02
(0.53%)
2.72% 1.07% 84.78M 0.72% B
Buy
ICLN
iShares S&P Global Clean Energy Index Fund
8.29 8.34 8.36 8.27 9.68 7.65 +0.03
(0.36%)
5.20% 2.60% 74.34M 0.47% B
Buy
PXE
PowerShares Dynamic Energy Exploration & Production Portfolio
22.66 22.88 22.90 22.64 24.92 15.92 +0.02
(0.09%)
-1.82% 28.24% 65.89M 0.64% B
Buy
FRAK
Market Vectors Unconventional Oil & Gas ETF
18.10 18.11 18.29 18.06 19.94 10.60 +0.06
(0.33%)
-0.71% 70.75% 59.31M 0.54% B
Buy
TPYP
Tortoise North American Pipeline Fund ETF Stock
23.93 24.07 24.07 23.89 30.26 15.36 +0.11
(0.46%)
0.97% 58.48% 54.40M 0.40% B
Buy
TAN
Guggenheim Solar ETF
17.69 17.85 17.85 17.66 25.33 16.45 +0.05
(0.28%)
6.76% -23.68% 166.96M 0.70% C
Neutral
KWT
Market Vectors Solar Energy ETF
35.47 35.96 36.15 35.38 52.92 33.65 -0.87
(-2.39%)
2.78% -23.34% 10.25M 0.65% C
Neutral
JHME
John Hancock Multifactor ETFs
30.06 30.07 30.07 30.06 31.57 24.40 +0.01
(0.03%)
-1.02% 22.89% 18.19M 0.50% NR
Not Rated
ERGF
iShares Edge MSCI Multifactor Energy ETF
27.52 27.52 27.52 27.52 29.12 24.50 +0.04
(0.15%)
-2.06% 9.34% 2.79M 0.35% NR
Not Rated
XE
15.01 15.12 15.12 15.01 15.55 14.82 +0.19
(1.28%)
-0.33% -0.33% N/A N/A NR
Not Rated

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