Broad energy ETFs in geopolitical supply
Large oil and gas companies. Driven by oil and gas prices, and how much cash producers return to shareholders.
20ETFs in this category
$66.6bnmoney in them
50.2%of geopolitical supply’s money
XLElargest unleveraged ETF, 68.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | +6.5% | +49.0% | +54.5% |
| Its story | +4.3% | +39.9% | +44.1% |
| Broad US ETFs | −2.5% | +11.5% | +11.8% |
Every ETF here, largest first
| # | ETF | Name | Assets | Share | 12 months | Fee |
|---|---|---|---|---|---|---|
| 1 | XLE | Energy Select Sector SPDR ETF | $45.5bn | 68.4% | +56.9% | 0.08% |
| 2 | VDE | Vanguard Energy ETF | $11.6bn | 17.5% | +54.5% | 0.09% |
| 3 | IXC | iShares Global Energy ETF | $3.4bn | 5.1% | +53.3% | 0.37% |
| 4 | FENY | Fidelity MSCI Energy Index ETF | $2.3bn | 3.5% | +54.7% | 0.08% |
| 5 | IYE | iShares US Energy ETF | $1.8bn | 2.7% | +55.0% | 0.37% |
| 6 | RSPG | Invesco S&P 500 Equal Weight Energy ETF | $671m | 1.0% | +52.6% | 0.40% |
| 7 | FXN | First Trust Energy AlphaDEX Fund | $401m | 0.6% | +55.4% | 0.63% |
| 8 | DRLL | Strive U.S. Energy ETF | $340m | 0.5% | +58.9% | 0.41% |
| 9 | CSEN | Cohen & Steers Future of Energy Active ETF | $164m | 0.2% | – | 0.80% |
| 10 | PSCE | Invesco S&P SmallCap Energy ETF | $105m | 0.2% | +35.4% | 0.29% |
| 11 | PXI | Invesco Dorsey Wright Energy Momentum ETF | $81m | 0.1% | +37.9% | 0.60% |
| 12 | ENRG | Ninepoint North American Energy Independence ETF | $38m | 0.1% | – | 0.65% |
| 13 | BESF | Bastion Energy ETF | $34m | 0.1% | +34.2% | 0.81% |
| 14 | PWER | Nomura Energy Transition ETF | $12m | 0.0% | +32.6% | 0.79% |
| 15 | TSES | Truth Social American Energy Security ETF | $8m | 0.0% | – | 0.65% |
| 16 | NVIR | Horizon Kinetics Energy Remediation ETF | $5m | 0.0% | +26.9% | 0.85% |
| 17 | USE | USCF Energy Commodity Strategy Absolute Return Fund | $3m | 0.0% | +55.1% | 0.79% |
| 18 | GXPE | Global X PureCap MSCI Energy ETF | $2m | 0.0% | +63.8% | 0.15% |
| 19 | XLEM | State Street S&P 500 Energy Market Sector SPDR ETF | under $1m | 0.0% | – | 0.12% |
| 20 | TRUN | VanEck Energy TruSector ETF | under $1m | 0.0% | – | 0.16% |
Other categories in geopolitical supply
Common questions
Which ETFs are broad energy ETFs?20 US ETFs sit in this category of geopolitical supply. Large oil and gas companies. Driven by oil and gas prices, and how much cash producers return to shareholders.
What is the largest broad energy ETF?XLE, Energy Select Sector SPDR ETF, with $45.5bn, 68.4% of the category's money.
How have broad energy ETFs performed?The median unleveraged ETF here returned +54.5% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.