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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.
Oil surges on Hormuz tensions. Check out these U.S. energy ETFs that could benefit from the latest crude rally.
U.S. energy shares rose in premarket trading on Thursday as Brent crude briefly touched $100 a barrel, extending a five-day rally after attacks on two Saudi oil tankers intensified Middle East tensions and heightened concerns over global oil supply disruptions.
State Street Energy Select Sector SPDR ETF offers a significantly lower expense ratio of 0.08% compared to 0.45% for Global X - MLP & Energy Infrastructure ETF Global X - MLP & Energy Infrastructure ETF focuses on midstream infrastructure and offers a higher dividend yield of 4% State Street Energy Select Sector SPDR ETF has generated higher 1-year total returns while showing a deeper maximum drawdown over five years
State Street Energy Select Sector SPDR ETF offers a much lower expense ratio and higher liquidity than VanEck Uranium and Nuclear ETF. VanEck Uranium and Nuclear ETF focuses on nuclear power and uranium mining while State Street Energy Select Sector SPDR ETF concentrates on oil and gas giants.
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.
The State Street Energy Select Sector SPDR ETF provides highly liquid exposure to S&P 500 energy giants with a low 0.08% expense ratio. The Global X - MLP & Energy Infrastructure ETF offers a higher trailing dividend yield of 4% by targeting midstream companies and infrastructure.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.