ETF Research and Analysis
by John Gabriel
Suitability
Investors can look to iShares Dow Jones U.S. Energy IYE as a tactical satellite holding to achieve broad exposure to the energy sector. At more than half of total assets, integrated oil and gas firms make up the largest Read more
Investors can look to iShares Dow Jones U.S. Energy IYE as a tactical satellite holding to achieve broad exposure to the energy sector. At more than half of total assets, integrated oil and gas firms make up the largest Read more
Bull Case
Portfolio-construction rules are simple and result in very low turnover.
This ETF represents an effective way to invest in a diversified basket of energy companies.
Exxon Mobil, the largest holding, is an energy powerhouse. The company has huge economies of scale and a wide economic moat. Read more
Bear Case
At 0.47%, the fund's expense ratio is more than twice as high as some competing energy ETFs.
There are political and regulatory risks associated with firms that operate in the oil patch.
The performance of this fund's constituents is largely determined by volatile crude oil and natural gas prices. Read more
No Great Rotation Into Equity Funds Yet
Watch more
Watch more
Premium Membership
View all of our analyst reports with a free trial to Morningstar.com Premium.