Producers, services and refiners ETFs in geopolitical supply
Oil and gas producers, drilling service companies and refiners. Driven by for producers, oil and gas prices; for service companies, how much is drilled; for refiners, fuel prices against crude.
14ETFs in this category
$11.8bnmoney in them
8.9%of geopolitical supply’s money
XOPlargest unleveraged ETF, 38.4%
How they did, to Nov 2, 2026
| 1 month | YTD | 12 months | |
|---|---|---|---|
| Category median | +5.0% | +49.7% | +52.9% |
| 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 | XOP | SPDR S&P Oil & Gas Exploration & Production ETF | $4.5bn | 38.4% | +55.7% | 0.35% |
| 2 | OIH | VanEck Oil Services ETF | $2.0bn | 16.9% | +39.5% | 0.35% |
| 3 | FTXN | First Trust Nasdaq Oil & Gas ETF | $1.2bn | 10.2% | +54.5% | 0.60% |
| 4 | IEO | iShares U.S. Oil & Gas Exploration & Production ETF | $915m | 7.8% | +65.0% | 0.37% |
| 5 | FCG | First Trust Natural Gas ETF | $716m | 6.1% | +41.2% | 0.59% |
| 6 | CRAK | VanEck Oil Refiners ETF | $711m | 6.0% | +59.1% | 0.61% |
| 7 | PBOG | Portfolio Building Block Integrated Oil And Gas And Exploration And Production Index ETF | $520m | 4.4% | – | 0.13% |
| 8 | IEZ | iShares U.S. Oil Equipment & Services ETF | $399m | 3.4% | +32.9% | 0.37% |
| 9 | XES | SPDR S&P Oil Gas Equipment Services ETF | $366m | 3.1% | +33.9% | 0.35% |
| 10 | PXE | Invesco Energy Exploration & Production ETF | $170m | 1.4% | +56.0% | 0.63% |
| 11 | PXJ | Invesco Oil & Gas Services ETF | $139m | 1.2% | +52.9% | 0.63% |
| 12 | LNGX | Global X US Natural Gas ETF | $57m | 0.5% | +36.2% | 0.45% |
| 13 | COAL | Range Global Coal Index ETF | $54m | 0.5% | +5.6% | 0.85% |
| 14 | OILT | Texas Capital Texas Oil Index ETF | $12m | 0.1% | +56.7% | 0.35% |
Other categories in geopolitical supply
Common questions
Which ETFs are producers, services and refiners ETFs?14 US ETFs sit in this category of geopolitical supply. Oil and gas producers, drilling service companies and refiners. Driven by for producers, oil and gas prices; for service companies, how much is drilled; for refiners, fuel prices against crude.
What is the largest producers, services and refiners ETF?XOP, SPDR S&P Oil & Gas Exploration & Production ETF, with $4.5bn, 38.4% of the category's money.
How have producers, services and refiners ETFs performed?The median unleveraged ETF here returned +52.9% over the last 12 months to Nov 2, 2026, against +11.8% for broad US ETFs. Past performance, not a forecast.