Energy Sector: Overview and Funds

The energy sector is comprised of companies that are involved in the production and refinement of oil and gas products. Companies in this sector do not distribute or transmit gas as a utility -- these types of companies are classified in the utilities sector. Instead, energy companies participate in the exploration, drilling, production, refinement, transportation or storage of oil, gas and other consumable fuels. Companies that produce drilling equipment or provide related services are also classified in this sector.

Energy Equipment and Services

Companies in this industry mainly provide drilling services, produce drills or drilling equipment or own drilling rigs for use in oil and gas exploration. Examples of companies in this industry are Halliburton, FMC Technologies, Transocean, Baker Hughes and Diamond Offshore Drilling.

Energy Equipment and Services Oil and Gas Drilling Companies that own drilling rigs or contract drilling services for drilling wells or other projects.
Oil and Gas Equipment and Services Companies that produce equipment and services for exploration, drilling, or production of oil and gas. This includes drilling rigs and drills.

Oil,  Gas and Consumable Fuels

Companies in this industry are engaged in the exploration, production, refinement, marketing, storage or transportation of oil, gas and other consumable fuels, such as coal. This includes companies that own or operate gas pipelines and companies that refine oil and gas into gasoline products. Companies in this industry include ConocoPhillips, ExxonMobil, Chevron, Phillips 66, Kinder Morgan and Chesapeake Energy.

Oil, Gas and Consumable Fuels Integrated Oil and Gas Companies that explore for and produce oil and gas and participate in at least one of the following activities: refining, marketing, transportation, or chemical manufacturing.
Oil and Gas Exploration and Production Companies that explore for and produce oil and gas and that cannot be classified in any other other sub-industries.
Oil and Gas Refining and Marketing Companies that refine and market oil and gas for sale, but do not necessarily explore for or produce oil and gas.
Oil and Gas Storage and Transportation Companies that store and/or transport oil and gas, but do not necessarily produce oil and gas. This includes oil pipelines and shipping services.
Coal and Consumable Fuels Companies that produce and mine coal, coal related products, and other consumable fuels for energy purposes. This excludes companies that produce industrial gases (classified in the industrials sector) and companies that mine for coking coal, which is a key input used in the production of steel (classified in the materials sector).

Energy Sector ETFs and Mutual Funds

Below, we list over 200 mutual funds, index funds and ETFs that follow the energy sector. Before purchasing a fund, you should always research and fully understand the fund. This means knowing the fund’s underlying components, historical returns, loads and charges and investment strategy. The expense ratios for the funds listed below range from 0.10% to 8.48%.

NameSymbolExpense Ratio
Vanguard Energy ETF VDE 0.10%
Vanguard Energy Index Adm VENAX 0.10%
Fidelity® MSCI Energy ETF FENY FENY 0.12%
Energy Select Sector SPDR XLE 0.14%
PowerShares S&P SmallCap Energy ETF PSCE 0.29%
Vanguard Energy Adm VGELX 0.31%
SPDR S&P Oil & Gas Exploration & Production ETF XOP 0.35%
Market Vectors Oil Services ETF OIH 0.35%
SPDR S&P North American Natural Resources ETF NANR 0.35%
SPDR S&P Oil & Gas Equip & Service XES 0.35%
Vanguard Energy Inv VGENX 0.37%
iShares MSCI Global Energy Producers ETF FILL 0.39%
Guggenheim S&P 500® Equal Wt Energy ETF RYE 0.40%
SPDR S&P International Energy Sector ETF IPW 0.40%
iShares U.S. Energy ETF IYE 0.43%
iShares U.S. Oil & Gas Exploration & Production ETF IEO 0.43%
iShares U.S. Oil Equipment & Services ETF IEZ 0.43%
iShares Global Energy ETF IXC 0.47%
Market Vectors Unconventional Oil & Gas ETF FRAK 0.54%
Market Vectors Coal ETF KOL 0.59%
Market Vectors® Oil Refiners ETF CRAK 0.59%
First Trust ISE-Revere Natural Gas ETF FCG 0.60%
PowerShares DWA Energy Momentum ETF PXI 0.60%
PowerShares Dynamic Oil & Gas Svcs ETF PXJ 0.63%
First Trust Energy AlphaDEX® ETF FXN 0.64%
PowerShares Dynamic Engy Explr&Prdtn ETF PXE 0.64%
Global X China Energy ETF CHIE 0.65%
Guggenheim Canadian Energy Income ETF ENY 0.70%
IQ Global Oil Small Cap ETF IOIL 0.76%
Fidelity® Select Energy FSENX 0.79%
Fidelity® Select Energy Service Port FSESX 0.79%
Invesco Energy R5 IENIX 0.79%
Oppenheimer SteelPath MLP Select 40 I OSPSX 0.80%
Fidelity® Select Natural Resources Port FNARX 0.82%
Fidelity® Select Natural Gas FSNGX 0.82%
BlackRock Natural Resources Instl MAGRX 0.83%
Fidelity Advisor® Energy I FANIX 0.85%
ALPS/Alerian MLP Infras Index I ALRIX 0.85%
Oppenheimer SteelPath MLP Select 40 Y MLPTX 0.87%
Oppenheimer SteelPath MLP Select 40 W MLPYX 0.87%
Invesco Energy Y IENYX 0.91%
Ivy Energy R6 IENRX 0.93%
BlackRock All-Cap Engy & Res Instl BACIX 0.96%
Tortoise MLP & Pipeline Instl TORIX 0.99%
Cavanal Hill World Energy Institutional AIWEX 1.00%
Advisory Research MLP & Energy Infras I MLPPX 1.00%
Westwood MLP and Strategic Energy Instl WMLPX 1.00%
Putnam Global Energy Y PGEIX 1.02%
Goldman Sachs MLP Energy Infras Instl GMLPX 1.03%
Oppenheimer SteelPath MLP Income I OSPMX 1.05%
Salient MLP & Energy Infrastructure IIR6 SMRPX 1.05%
BlackRock Energy & Resources Instl SGLSX 1.07%
Ivy Energy I IVEIX 1.09%
Waddell & Reed Energy Y WEGYX 1.09%
Baron Energy and Resources Institutional BENIX 1.10%
Oppenheimer SteelPath Panoramic I EESIX 1.10%
BlackRock Natural Resources Inv A MDGRX 1.10%
Tortoise North American Engy Indep Instl TNPIX 1.10%
Tortoise Select Opportunity Instl TOPIX 1.10%
Advisory Research MLP & Equity I INFEX 1.10%
Fidelity Advisor® Energy A FANAX 1.11%
Cohen & Steers MLP & Energy Opp I MLOIX 1.11%
Cohen & Steers MLP & Energy Opp Z MLOZX 1.11%
Oppenheimer SteelPath MLP Select 40 A MLPFX 1.12%
Oppenheimer SteelPath MLP Income Y MLPZX 1.13%
Advisory Research MLP & Energy Income I INFIX 1.15%
ClearBridge Energy MLP & Infras IS LCPSX 1.15%
Invesco Energy Inv FSTEX 1.16%
Invesco Energy A IENAX 1.16%
Goldman Sachs MLP Energy Infras IR GLPIX 1.18%
ClearBridge Energy MLP & Infras I LCPIX 1.18%
Oppenheimer SteelPath MLP Alpha I OSPAX 1.19%
Salient MLP & Energy Infrastructure II I SMLPX 1.20%
Center Coast MLP Focus Instl CCCNX 1.22%
Transamerica MLP & Energy Income I TMLPX 1.23%
Tortoise MLP & Pipeline Investor TORTX 1.24%
ALPS/Alerian MLP Infras Index A ALERX 1.25%
MainStay Cushing® MLP Premier I CSHZX 1.25%
Invesco MLP R5 ILPFX 1.25%
Invesco MLP R6 ILPQX 1.25%
Invesco MLP Y ILPYX 1.25%
Prudential Jennison MLP Z PRPZX 1.25%
Cavanal Hill World Energy A AAWEX 1.26%
Putnam Global Energy A PGEAX 1.27%
Oppenheimer SteelPath MLP Alpha Y MLPOX 1.27%
Cavanal Hill World Energy Investor APWEX 1.28%
Oppenheimer SteelPath Panoramic Y EESYX 1.30%
Virtus Select MLP and Energy I VLPIX 1.30%
Ivy Energy Y IEYYX 1.34%
Baron Energy and Resources Retail BENFX 1.35%
Fidelity Advisor® Energy T FAGNX 1.35%
Rydex Energy Inv RYEIX 1.35%
Tortoise North American Engy Indep Inv TNPTX 1.35%
Tortoise Select Opportunity Investor TOPTX 1.35%
Advisory Research MLP & Equity A INFJX 1.35%
Rydex Energy Services Inv RYVIX 1.36%
BlackRock Energy & Resources Inv A SSGRX 1.37%
BlackRock All-Cap Engy & Res Investor A BACAX 1.38%
BlackRock All-Cap Engy & Res Svc BACSX 1.38%
Oppenheimer SteelPath MLP Income A MLPDX 1.38%
Calvert Global Energy Solutions I CAEIX 1.40%
Deutsche MLP & Energy Infras Instl DMPIX 1.40%
Eagle MLP Strategy I EGLIX 1.40%
Advisory Research MLP & Energy Income A INFRX 1.40%
Catalyst MLP & Infrastructure I MLXIX 1.40%
Guinness Atkinson Global Energy GAGEX 1.41%
MainGate MLP I IMLPX 1.41%
ICON Energy S ICENX 1.42%
BP Capital TwinLine MLP I BPMIX 1.43%
Goldman Sachs MLP Energy Infras A GLPAX 1.43%
Integrity Williston Bsn/Md-N Amer Stk A ICPAX 1.44%
Salient MLP & Energy Infrastructure II A SMAPX 1.45%
Cohen & Steers MLP & Energy Opp A MLOAX 1.46%
Center Coast MLP Focus A CCCAX 1.47%
Ivy Energy A IEYAX 1.48%
Oppenheimer SteelPath MLP Alpha Plus I OSPPX 1.48%
MainStay Cushing® Royalty Energy Inc I CURZX 1.49%
MainStay Cushing® MLP Premier A CSHAX 1.50%
MainStay Cushing® MLP Premier Investor CSHNX 1.50%
Deutsche MLP & Energy Infras S DMPSX 1.50%
Invesco MLP A ILPAX 1.50%
Prudential Jennison MLP A PRPAX 1.50%
Spirit of America Energy A SOAEX 1.51%
Putnam Global Energy R PGETX 1.52%
Oppenheimer SteelPath MLP Alpha A MLPAX 1.52%
Transamerica MLP & Energy Income A TMLAX 1.52%
BP Capital TwinLine Energy I BPEIX 1.54%
ClearBridge Energy MLP & Infras A LCPAX 1.54%
Oppenheimer SteelPath Panoramic A EESAX 1.55%
Waddell & Reed Energy A WEGAX 1.55%
Virtus Select MLP and Energy A VLPAX 1.55%
Calvert Global Energy Solutions Y CGAYX 1.60%
Rydex Energy A RYENX 1.60%
Rydex Energy Services A RYESX 1.60%
Cohen & Steers MLP & Energy Opp R MLORX 1.61%
Deutsche MLP & Energy Infras A DMPAX 1.65%
Eagle MLP Strategy A EGLAX 1.65%
Catalyst MLP & Infrastructure A MLXAX 1.65%
ICON Energy A ICEAX 1.66%
MainGate MLP A AMLPX 1.66%
Oppenheimer SteelPath MLP Alpha Plus Y MLPNX 1.67%
Ivy Energy R IYEFX 1.69%
Goldman Sachs MLP Energy Infras R GLPRX 1.70%
MainStay Cushing® Royalty Energy Inc A CURAX 1.73%
BP Capital TwinLine MLP A BPMAX 1.75%
Invesco MLP R ILPRX 1.75%
Dreyfus MLP Y DMFYX 1.76%
ProFunds Oil Equipment Svc & Dist Inv OEPIX 1.77%
Putnam Global Energy M PGENX 1.77%
Dreyfus MLP I DMFIX 1.77%
MainStay Cushing® Royalty Energy Inc Inv CURNX 1.82%
Calvert Global Energy Solutions A CGAEX 1.85%
Fidelity Advisor® Energy C FNRCX 1.85%
Rydex Energy H RYEAX 1.85%
ALPS/Alerian MLP Infras Index C ALRCX 1.85%
Rydex Energy Services H RYVAX 1.86%
BP Capital TwinLine Energy A BPEAX 1.87%
Oppenheimer SteelPath MLP Select 40 C MLPEX 1.87%
BlackRock Natural Resources Inv C MCGRX 1.88%
Invesco Energy C IEFCX 1.91%
Invesco Energy B IENBX 1.91%
Fidelity Advisor® Energy B FANRX 1.92%
Oppenheimer SteelPath MLP Alpha Plus A MLPLX 1.92%
Integrity Williston Bsn/Md-N Amer Stk C ICPUX 1.94%
BlackRock Natural Resources Inv B MBGRX 1.94%
Guinness Atkinson Alternative Energy GAAEX 1.98%
Tortoise MLP & Pipeline C TORCX 1.99%
Putnam Global Energy C PGECX 2.02%
Putnam Global Energy B PGEDX 2.02%
Dreyfus MLP A DMFAX 2.03%
Cavanal Hill World Energy C ACWEX 2.04%
Ivy Energy C IEYCX 2.09%
BlackRock Energy & Resources Inv C SSGDX 2.09%
BlackRock All-Cap Engy & Res Investor B BACBX 2.10%
BlackRock All-Cap Engy & Res Investor C BACCX 2.10%
BlackRock Energy & Resources Inv B SSGPX 2.10%
Tortoise North American Engy Indep C TNPCX 2.10%
Tortoise Select Opportunity C TOPCX 2.10%
Advisory Research MLP & Equity C INFKX 2.10%
Cohen & Steers MLP & Energy Opp C MLOCX 2.11%
Oppenheimer SteelPath MLP Income C MLPRX 2.13%
Advisory Research MLP & Energy Income C INFFX 2.15%
BP Capital TwinLine MLP C BPMCX 2.18%
Goldman Sachs MLP Energy Infras C GLPCX 2.18%
Salient MLP & Energy Infrastructure II C SMFPX 2.20%
Center Coast MLP Focus C CCCCX 2.22%
MainStay Cushing® MLP Premier C CSHCX 2.25%
Invesco MLP C ILPCX 2.25%
ClearBridge Energy MLP & Infras C LCPCX 2.25%
Prudential Jennison MLP C PRPCX 2.25%
Spirit of America Energy C SACEX 2.26%
Oppenheimer SteelPath MLP Alpha C MLPGX 2.27%
Transamerica MLP & Energy Income C TMCLX 2.27%
Ivy Energy B IEYBX 2.29%
Oppenheimer SteelPath Panoramic C EESCX 2.30%
Virtus Select MLP and Energy C VLPCX 2.30%
Rydex Energy C RYECX 2.35%
Rydex Energy Services C RYVCX 2.36%
Deutsche MLP & Energy Infras C DMPCX 2.40%
Eagle MLP Strategy C EGLCX 2.40%
Catalyst MLP & Infrastructure C MLXCX 2.40%
MainGate MLP C MLCPX 2.41%
ICON Energy C ICEEX 2.43%
Waddell & Reed Energy C WEGCX 2.43%
BP Capital TwinLine Energy C BPECX 2.45%
James Alpha Yorkville MLP I JMLPX 2.50%
MainStay Cushing® Royalty Energy Inc C CURCX 2.53%
Oppenheimer SteelPath MLP Alpha Plus C MLPMX 2.67%
James Alpha Yorkville MLP A JAMLX 2.75%
Dreyfus MLP C DMFCX 2.76%
ProFunds Oil Equipment Svc & Dist Svc OEPSX 2.77%
Waddell & Reed Energy B WEGBX 2.81%
Calvert Global Energy Solutions C CGACX 2.85%
James Alpha Yorkville MLP C MLPCX 3.50%
Highland Energy MLP C HEFCX 7.48%
Highland Energy MLP A HEFAX 8.23%
Highland Energy MLP Y HEFYX 8.48%

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