May 24, 2015

11 Top Performing Equity Energy ETFs 2015

Find top performing equity energy ETFs 2015. Best exchange traded funds are PowerShares Dynamic Energy Exploration & Production ETF, IQ Global Oil Small Cap ETF, etc.

Oil & Gas Exploration ETFs

Equity Energy ETFs uses its assets to purchase equity securities of U.S. or non-U.S. companies who conduct business mainly in energy-related industries. Some companies may operate in alternative energy, coal, exploration, oil and gas services, pipelines, natural gas services and refineries.

These top equity energy funds are selected based on its YTD performance in 2015. Unlike mutual fund, these exchange traded funds don’t have a sales load or a transaction fee. You can find the fund review and other fund information below such as the yield, expense ratio, fund manager, top holdings, top sectors, etc.

11 Top performing equity energy ETFs 2015 are:
    Equity Energy ETFs
  1. PowerShares Dynamic Energy Exploration & Production ETF (PXE)
  2. IQ Global Oil Small Cap ETF (IOIL)
  3. PowerShares DWA Energy Momentum ETF (PXI)
  4. SPDR S&P Oil & Gas Exploration & Production ETF (XOP)
  5. iShares US Oil & Gas Exploration & Production ETF (IEO)
  6. First Trust Energy AlphaDEX ETF (FXN)
  7. Market Vectors Oil Services ETF (OIH)
  8. iShares US Oil Equipment & Services ETF (IEZ)
  9. Guggenheim S&P 500 Equal Weight Energy ETF (RYE)
  10. PowerShares Dynamic Oil & Gas Services ETF (PXJ)
  11. SPDR S&P International Energy Sector ETF (IPW)

PowerShares Dynamic Energy Exploration & Production ETF

This PowerShares Dynamic Energy Exploration & Production ETF is tracking the Dynamic Energy Exploration & Production Intellidex index. These companies are involved mainly in exploration, extraction and production of crude oil and natural gas from land-based or offshore wells. The total net assets are $113 million. Its yield is 1.65%. The annual expense fee is 0.64%.

More: Top 8 Best Energy Sector Equity Mutual Funds 2012

Morningstar has ranked this top performing equity energy ETF with 5 star rating. It has a year to date return of 14.53% in 2015. The average 3 year return is 13.72%. The past 4 year performance is as follows:
  • Year 2014: -18.13%
  • Year 2013: 30.21%
  • Year 2012: 22.91%
  • Year 2011: -1.52%
As of May 2015, the top 5 stocks in its holdings are Devon Energy Corp, EOG Resources Inc, ConocoPhillips, Occidental Petroleum Corp, and Marathon Petroleum Corp. The current share price is $30.64.

IQ Global Oil Small Cap ETF

This IQ Global Oil Small Cap ETF is a 2 star rated fund. It has low assets of 5 million. The dividend yield is 1.66%. Its expense fee is 0.76%. This index ETF invests in global oil companies especially small cap companies.

More: ClearBridge Energy MLP Fund (CEM)

Top 4 stocks in its holdings are Gulfport Energy Corp, SM Energy Co, Semgroup Corp, and Western Refining Inc. As one of top performing equity energy ETFs 2015, it has returned -23.56% over the past 1 year, and 3.36% over the past 3 year.

Market Vectors Oil Services ETF

This Market Vectors Oil Services ETF is a popular energy ETF. This stock fund uses its assets to purchase companies in the oil services sector. The total net assets are $1.44 billion. It has a high yield of 2.19%.

More: iPath S&P MLP ETN (IMLP)

This energy stock fund is ranked with 2 stars rating as well. It has a 3 year annualized return of 2.65%. Top 3 equities are Schlumberger NV, Halliburton Co, and Baker Hughes Inc. Top 2 sectors are energy (96%) and basic materials (3.8%).

Stock Fund Performance


ETF NameSymbolExpense Ratio (%)Market Return YTD
PowerShares Dynamic Engy Explr&Prdtn ETFPXE0.6410.78
IQ Global Oil Small Cap ETFIOIL0.769.3
PowerShares DWA Energy Momentum ETFPXI0.647.19
SPDR® S&P Oil & Gas Explor & Prodtn ETFXOP0.356.4
iShares US Oil&Gas Explor&ProdtnIEO0.456.24
First Trust Energy AlphaDEX® ETFFXN0.76.22
Market Vectors® Oil Services ETFOIH0.355.35
iShares US Oil Equipment&ServicesIEZ0.454.81
Guggenheim S&P 500® Equal Wt Energy ETFRYE0.44.46
PowerShares Dynamic Oil & Gas Svcs ETFPXJ0.614.32
SPDR® S&P International Energy Sect ETFIPW0.53.06
Market Vectors® Unconvnt Oil & Gas ETFFRAK0.542.54
SPDR® S&P Oil & Gas Equipment&Svcs ETFXES0.352.47
Energy Select Sector SPDR® ETFXLE0.151.99
Vanguard Energy ETFVDE0.121.68
iShares MSCI Global Energy ProducersFILL0.391.67
iShares Global EnergyIXC0.481.67
iShares US EnergyIYE0.451.64
Fidelity® MSCI Energy ETFFENY0.121.49
First Trust North Amer Engy InfrasETFEMLP0.95-1.04
Barclays OFI SteelPath MLP ETNOSMS0-1.32
First Trust ISE-Revere Natural Gas ETFFCG0.6-1.58
PowerShares S&P SmallCap Energy ETFPSCE0.29-3.4
Guggenheim Canadian Energy Income ETFENY0.71-4.59

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