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The U.S. energy sector has outperformed in 2026, driven primarily by geopolitical-related supply fears, elevated oil prices, and rising demand from the AI infrastructure buildout. While broad energy funds have also surged, investors can potentially enhance exposure by targeting specific segments of the energy market.
Shipping disruptions and supply risks could keep oil prices elevated, with Goldman seeing a path to $120 Brent. Here are some energy ETFs worth watching.
A new blockade will disrupt the supply of a lot of the world's oil. The U.S. previously tapped into strategic oil reserves to keep prices down, but those reserves are at their lowest level in decades.
The Vanguard Information Technology ETF and the Vanguard Energy ETF are broad but very top-heavy. A booming chip industry has fueled the tech fund, and the energy ETF has benefited from oil supply shocks.
After leading the markets for much of the first half of the year, energy stocks tapered off from mid-May through the start of July as a tenuous agreement between Iran and the United States helped normalize oil prices. But tensions in the Middle East have once again flared up, with the two countries exchanging missile fire and conflicting statements about maritime traffic in the Strait of Hormuz.
BP and Shell shares have staged a strong comeback this week, helped by rising crude oil prices. BP jumped to 505p, its highest point since June 22, and 12.2% above its lowest level this year.
VDE targets broad energy giants with lower costs, while MLPX focuses on midstream infrastructure with higher payouts. Which strategy aligns with your portfolio?
With S&P 500 earnings expected to rise 20% year over year, investors can take a more aggressive approach to equities. The Vanguard Growth ETF (VUG) and even the Vanguard Dividend Appreciation ETF (VIG) benefit from this.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.