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.

D

Category Grade

This category ranks #50 out of 65 ETF categories.

B
Buy

Avg. SMART Grade

The average cap-weighted SMART Grade for ETFs in this category is B (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
IXC
iShares S&P Global Energy Sector Index Fund
33.72 33.67 33.84 33.65 36.16 26.07 +0.28
(0.84%)
-3.10% 24.84% 1.16B 0.47% A
Strong Buy
NANR
SPDR S&P North American Natural Resources ETF
34.69 34.80 34.80 34.50 36.49 25.45 +0.05
(0.14%)
3.61% 33.17% 828.38M 0.35% A
Strong Buy
FMAT
Fidelity MSCI Materials Index ETF
30.89 30.72 30.90 30.70 30.90 22.10 +0.26
(0.85%)
7.11% 36.98% 167.33M 0.08% A
Strong Buy
PZD
PowerShares Cleantech Portfolio
34.74 34.58 34.82 34.40 34.82 27.00 +0.20
(0.58%)
6.27% 26.62% 78.67M 0.67% A
Strong Buy
GEX
Market Vectors Global Alternative Energy ETF
55.47 54.84 55.47 54.53 55.48 46.50 +1.13
(2.08%)
9.89% 17.11% 64.94M 0.62% A
Strong Buy
QCLN
First Trust NASDAQ Clean Edge US Liquid Series Index Fund
17.03 16.87 17.06 16.87 17.06 13.17 +0.29
(1.73%)
10.51% 26.52% 55.98M 0.60% A
Strong Buy
PBD
PowerShares Global Clean Energy Portfolio
11.18 11.05 11.19 11.05 11.44 9.72 +0.15
(1.36%)
7.50% 13.50% 52.71M 0.77% A
Strong Buy
IPW
SPDR S&P International Energy Sector ETF
18.47 18.30 18.47 18.30 19.30 14.15 +0.20
(1.09%)
-1.23% 26.69% 41.29M 0.40% A
Strong Buy
ISRA
Market Vectors Israel
29.09 28.93 29.10 28.93 29.10 25.31 +0.19
(0.66%)
8.46% 11.97% 36.23M 0.59% A
Strong Buy
ENY
Guggenheim Canadian Energy Income ETF
9.05 9.10 9.10 9.01 9.47 6.41 +0.02
(0.22%)
-0.55% 38.38% 28.94M 0.70% A
Strong Buy
PUW
PowerShares WilderHill Progressive Energy Portfolio
26.78 26.61 26.83 26.61 27.08 16.90 +0.38
(1.44%)
3.80% 57.06% 24.53M 0.70% A
Strong Buy
IOIL
IQ Global Oil Small Cap
12.38 12.16 12.40 12.16 13.73 7.99 +0.18
(1.48%)
-0.40% 49.32% 4.35M 0.75% A
Strong Buy
XLE
Energy Select Sector SPDR Fund
72.46 72.65 72.85 72.35 78.45 55.07 +0.49
(0.68%)
-3.80% 27.55% 17.58B 0.14% B
Buy
VDE
Vanguard Energy Index Fund
100.14 100.39 100.61 99.96 109.08 75.73 +0.74
(0.74%)
-4.34% 28.14% 4.39B 0.10% B
Buy
FXN
First Trust Energy AlphaDEX Fund
16.09 16.01 16.15 15.97 17.95 10.99 +0.24
(1.51%)
-2.54% 41.76% 1.57B 0.64% B
Buy
IYE
iShares Dow Jones US Energy Sector Index Fund
39.83 39.87 40.00 39.74 43.31 30.99 +0.30
(0.76%)
-4.12% 24.55% 1.33B 0.43% B
Buy
OIH
Market Vectors Oil Services ETF
32.68 32.73 32.94 32.67 36.35 22.73 +0.34
(1.05%)
-2.01% 38.42% 1.22B 0.35% B
Buy
FENY
Fidelity MSCI Energy Index ETF
20.27 20.29 20.38 20.25 22.12 15.59 +0.14
(0.70%)
-4.30% 25.90% 518.91M 0.08% B
Buy
IEO
iShares Dow Jones US Oil & Gas Exploration & Production Index Fund
63.45 63.53 63.86 63.41 70.34 42.01 +0.55
(0.87%)
-3.04% 46.57% 379.55M 0.44% B
Buy
XES
SPDR S&P Oil & Gas Equipment & Services ETF
22.09 22.04 22.27 22.04 24.58 13.46 +0.32
(1.47%)
-1.16% 56.67% 312.62M 0.35% B
Buy
RYE
Guggenheim S&P 500 Equal Weight Energy ETF
61.43 61.44 61.76 61.35 68.00 39.88 +0.49
(0.80%)
-4.03% 49.40% 307.39M 0.40% B
Buy
IEZ
iShares Dow Jones US Oil Equipment & Services Index Fund
44.85 44.81 45.16 44.81 49.11 30.18 +0.45
(1.01%)
-1.32% 42.93% 261.17M 0.44% B
Buy
FCG
First Trust ISE Revere Natural Gas Index Fund
25.72 25.80 25.90 25.66 28.65 15.75 +0.10
(0.39%)
-1.72% 53.10% 251.00M 0.60% B
Buy
PXI
PowerShares DWA Energy Momentum Portfolio
42.20 42.11 42.52 42.11 47.35 26.71 +0.50
(1.20%)
-3.01% 52.95% 223.70M 0.60% B
Buy
KOL
Market Vectors Global Coal Index
13.58 13.45 13.59 13.45 14.74 6.19 +0.29
(2.18%)
10.77% 112.19% 101.35M 0.59% B
Buy
PSCE
PowerShares S&P SmallCap Energy Portfolio
20.49 20.41 20.61 20.32 22.69 10.88 +0.37
(1.84%)
-2.52% 79.31% 92.25M 0.29% B
Buy
PBW
PowerShares WilderHill Clean Energy Portfolio
4.07 3.97 4.07 3.97 4.29 3.41 +0.11
(2.78%)
10.60% 7.67% 84.78M 0.72% B
Buy
ICLN
iShares S&P Global Clean Energy Index Fund
8.83 8.72 8.87 8.71 9.68 7.73 +0.10
(1.15%)
12.06% 7.55% 79.17M 0.47% B
Buy
PXE
PowerShares Dynamic Energy Exploration & Production Portfolio
22.29 22.04 22.41 22.04 24.92 15.92 +0.22
(1.00%)
-3.42% 35.75% 65.89M 0.64% B
Buy
TPYP
Tortoise North American Pipeline Fund ETF Stock
24.54 24.53 24.54 24.45 30.26 17.36 +0.20
(0.82%)
3.54% 40.79% 54.40M 0.40% B
Buy
PXJ
PowerShares Dynamic Oil & Gas Services Portfolio
12.82 12.76 12.90 12.76 14.18 9.61 +0.21
(1.67%)
0.39% 29.10% 51.24M 0.63% B
Buy
XOP
SPDR S&P Oil & Gas Exploration & Production ETF
39.81 39.81 40.03 39.57 44.97 22.97 +0.49
(1.25%)
-3.89% 66.92% 2.37B 0.35% C
Neutral
TAN
Guggenheim Solar ETF
18.96 18.82 19.04 18.59 25.20 16.45 +0.43
(2.32%)
14.42% -13.31% 166.96M 0.70% C
Neutral
FRAK
Market Vectors Unconventional Oil & Gas ETF
17.53 17.48 17.62 17.47 19.94 11.19 +0.16
(0.92%)
-3.84% 50.73% 59.31M 0.54% C
Neutral
KWT
Market Vectors Solar Energy ETF
37.94 37.90 37.94 37.11 52.92 33.65 +0.80
(2.15%)
9.94% -20.94% 10.25M 0.65% C
Neutral
JHME
John Hancock Multifactor ETFs
29.17 29.17 29.17 29.17 31.57 24.40 0.00
(0.00%)
-3.95% 19.26% 18.19M 0.50% NR
Not Rated
ERGF
iShares Edge MSCI Multifactor Energy ETF
26.92 26.92 26.92 26.92 29.12 24.50 0.00
(0.00%)
-4.20% 6.95% 2.79M 0.35% NR
Not Rated
XE
13.99 13.99 13.99 13.99 15.55 13.75 0.00
(0.00%)
-7.10% -7.11% N/A N/A NR
Not Rated

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