Sector

Energy ETFs

Integrated majors behave very differently from exploration & production or oilfield services. Midstream pipelines are effectively an income sleeve wearing an energy label.

Sort6 funds

XLE

Energy Select Sector SPDR

SPDR

S&P 500 energy sector, dominated by the two US integrated majors.

Fee: 0.08%
AUM: $28.1B
Yield: 3.2%

1Y: +8.4%
5Y ann.: +18.9%
10Y ann.: —
All-time: —

AMLP

Alerian MLP ETF

SS&C ALPS

Midstream MLPs. A high-yield income vehicle with K-1-free structure and tax drag.

Fee: 0.85%
AUM: $10.4B
Yield: 7.4%

1Y: +14.1%
5Y ann.: +21.2%
10Y ann.: —
All-time: —

VDE

Vanguard Energy ETF

Vanguard

All-cap US energy at the lowest fee, with a longer tail than XLE.

Fee: 0.09%
AUM: $8.2B
Yield: 3.1%

1Y: +7.9%
5Y ann.: +19.4%
10Y ann.: —
All-time: —

MLPX

Global X MLP & Energy Infrastructure ETF

Global X

Midstream corporations plus capped MLP exposure; better tax treatment than AMLP.

Fee: 0.45%
AUM: $3.1B
Yield: 4.6%

1Y: +16.4%
5Y ann.: +19.8%
10Y ann.: —
All-time: —

XOP

SPDR S&P Oil & Gas Exploration & Production

SPDR

Equal-weighted E&P. Highest beta to the crude price of any large energy fund.

Fee: 0.35%
AUM: $2.0B
Yield: 2.6%

1Y: +2.1%
5Y ann.: +22.6%
10Y ann.: —
All-time: —

OIH

VanEck Oil Services ETF

VanEck

Oilfield services and drillers — capex-cycle exposure, not commodity price directly.

Fee: 0.35%
AUM: $1.0B
Yield: 1.9%

1Y: -4.2%
5Y ann.: +14.1%
10Y ann.: —
All-time: —