IYE ETF Analysis: U.S. Energy | NYSE

Equity Energy | NYSE, USA | Market Cap: 1.745m USD | 12M Return: 36.1% | Charts, Fundamentals & Technical Analysis

Oil, Natural Gas, Energy Equipment, Refining
Total Rating 70
Safety 48
Buy Signal -0.64
Equity Energy
Category Rotation: +19.3
TER: 0.40%
AUM: 1.75B
Avg Turnover: 49.0M
Risk 3d forecast
Volatility20.0%
VaR 5th Pctl3.77%
VaR vs Median4.84%
Reward TTM
Sharpe Ratio1.46
Rel. Str. IBD72.5
Rel. Str. Peer Group70
Character TTM
Beta0.436
Beta Downside0.686
Hurst Exponent0.563
Drawdowns 3y
Max DD20.37%
CAGR/Max DD0.66
CAGR/Mean DD2.12

Warnings

Fakeout

Tailwinds

No distinct edge detected

Seasonality 10.5 years of data

Jan +2.6% 15
Feb +1.6% 17
Mar +0.9% 28
Apr -1.5% 28
May +0.1% 0
Jun +0.9% 11
Jul +0.6% 12
Aug -3.6% 42
Sep +0.3% 5
Oct -1.1% 6
Nov +0.6% 5
Dec -2.0% 25

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IYE U.S. Energy

The fund invests at least 80% of its assets in the component securities of its underlying index, or in investments with economic characteristics substantially identical to those securities. The underlying index measures the performance of the U.S. equity energy sector. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio compared to diversified funds.

The U.S. energy sector encompasses companies involved in the exploration, production, refining, and distribution of oil, natural gas, coal, and renewable energy sources. Exchange-traded funds targeting this sector typically include a mix of integrated energy majors, independent exploration and production companies, pipeline operators, and energy equipment providers.

Headlines to Watch Out For
  • Crude oil prices rally on OPEC+ extended supply cuts
  • U.S. shale producers expand share buyback programs
  • Natural gas demand grows from LNG export expansion
What is the price of IYE shares?

As of July 28, 2026, the stock is trading at USD 62.04 with a total of 677,274 shares traded. Over the past week, the price has changed by +0.83%, over one month by +8.90%, over three months by +3.48% and over the past year by +36.06%.

Current recommended Stop Loss: 60.50 (which is 2.5% or 1.4 ATR below the current price).

Is IYE a buy, sell or hold?

U.S. Energy has no consensus analysts rating.