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Research/Oil & Gas / Energy ETF Theme Comparison/Oil & Gas / EnergyData 2026-08-13
Oil & Gas / Energy ETF Theme Comparison - aeoae

Oil & Gas / Energy ETF Overview

This group currently tracks 24 ETFs, with average boundary fit 61.6% and average structure score 0.62.

Mainline ExpansionSECTOR PHASE

Oil & Gas / Energy is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

Use this page as a filter, then verify single-ETF detail pages.

Participation
71.0%
Breakout Share
50.0%
Average Fit
61.6%

01Group Overview

Start with size, participation, breakout depth and current fit.
Tracked ETFs
24
Current snapshot
L3+
17
71.0%
Watch List
2
Middle structure
Defense Zone
5
21.0%

02Group Conclusion

Conclusion first, evidence second, ETF data third.
Main Trend
Mainline Expansion

Oil & Gas / Energy is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.

Direction
71.0%

Participation · Breakout Share 50.0% · Average Fit 61.6%

Action Bias
0.62

Start with higher-ranked ETFs, then verify boundary details.

03Peer Group Comparison

Compare adjacent groups on one scale.
GroupParticipationBreakoutTrend ScoreStructure FitStage
Cybersecurity100.0%100.0%0.9684.8%Mainline Expansion
Cloud / Software / Internet100.0%100.0%0.9478.7%Mainline Expansion
AI / Robotics100.0%89.0%0.9373.8%Mainline Expansion
Nuclear / Uranium100.0%100.0%0.9367.7%Mainline Expansion
Silver100.0%100.0%0.9367.3%Mainline Expansion
Gold Miners100.0%100.0%0.9267.3%Mainline Expansion
Physical Gold100.0%100.0%0.9265.3%Mainline Expansion
Defense / Aerospace100.0%86.0%0.8972.5%Mainline Expansion

04ETF Ranking and Selection

Answer which ETF deserves attention first.

05Theme Structure

Separate breadth, breakout, defense and fit.
Participation
71.0%
Breakout Share
50.0%
Defense
21.0%
Average Fit
61.6%
Score
62.3%

06ETF Comparison Module

Each ETF shows trend, stage, room, fit and ranking reason.
TickerNameTrendStageTarget RoomHistorical FitRankWhy Leading
IEOiShares U.S. Oil & Gas Exploratio…bullish-leaning zoneL4+0.1%60.2%1/9Above L3 by 1.5%, stronger group position
XESState Street SPDR S&P Oil & Gas E…strong bullish zoneL4+2.3%62.6%2/9Above L4, strongest breakout confirmation
XLEState Street Energy Select Sector…bullish-leaning zoneL4+0.6%61.3%3/9Above L3 by 1.1%, stronger group position
VDEVanguard Energy Index Fund ETF Sh…bullish-leaning zoneL4+0.6%60.8%4/9Above L3 by 1.0%, stronger group position
FENYFidelity MSCI Energy Index ETFbullish-leaning zoneL4+0.7%60.6%5/9Above L3 by 1.1%, stronger group position
IYEiShares U.S. Energy ETFbullish-leaning zoneL4+0.7%60.3%6/9Above L3 by 1.0%, stronger group position
AMLPAlerian MLP ETFbearish-leaning zoneL4+4.2%62.4%7/9Currently in L4+, useful peer benchmark
MLPXGlobal X MLP & Energy Infrastruct…neutral zoneL3-L45.3%63.3%8/9Currently in L3-L4, useful peer benchmark
UNGUnited States Natural Gas Fund, LPbearish-leaning zoneL1-9.4%61.7%9/9Currently in L1-, useful peer benchmark

07ETF Lanes

Narrow the group before opening ETF details.

08What This Page Answers

Three frequent questions with direct answers.
Is Oil & Gas / Energy strong now?

Oil & Gas / Energy is currently in Mainline Expansion; participation is 71.0% and breakout share is 50.0%.

Which Oil & Gas / Energy ETF should be checked first?

Start with the first ranking card, then verify boundaries, review history and liquidity on the detail page.

What should I do next?

Open a single ETF detail page and verify Daily Review, boundary prices, holdings, liquidity and fees.

1

Read rotation first

Use the rotation radar to place this group in the broader market.

Open Rotation Radar ->
2

Then check ranking

Open the higher-ranked ETF detail first.

Open Top ETF ->
3

Cross-check peers

If the group is weak, compare peers to see where strength is moving.

Back to Research ->

09Group Distribution

Trend and boundary distribution clarify structure quickly.

Trend Distribution

66.7%22.2%11.1%
Bullish
66.7%
6
Bearish
22.2%
2
Neutral
11.1%
1

Boundary Distribution

77.8%11.1%11.1%
L4+
77.8%
7
L3-L4
11.1%
1
L1-
11.1%
1

10Difference Reading

Conclusion, evidence and boundary note.
Insight
  • Conclusion - Oil & Gas / Energy is still one of the strongest groups, but it is already extended above L4 across many members, so read it as profit-taking and pullback management first.
  • Evidence - Participation 71.0% · Breakout Share 50.0% · Average Fit 61.6%
  • Boundary - Compare leaders and laggards instead of treating the whole group as one state.

11ETF Comparison

Compare on one basis instead of reading one-day moves only.
TickerNameTrendZoneLinesStructure FitReviewScore
IEOiShares U.S. Oil & Gas Exploratio…bullish-leaning zoneL4+360.2%0.0%0.78
XESState Street SPDR S&P Oil & Gas E…strong bullish zoneL4+462.6%0.0%0.78
XLEState Street Energy Select Sector…bullish-leaning zoneL4+361.3%0.0%0.76
VDEVanguard Energy Index Fund ETF Sh…bullish-leaning zoneL4+360.8%0.0%0.76
FENYFidelity MSCI Energy Index ETFbullish-leaning zoneL4+360.6%0.0%0.76
IYEiShares U.S. Energy ETFbullish-leaning zoneL4+360.3%0.0%0.76
AMLPAlerian MLP ETFbearish-leaning zoneL4+162.4%0.0%0.47
MLPXGlobal X MLP & Energy Infrastruct…neutral zoneL3-L4263.3%0.0%0.36
UNGUnited States Natural Gas Fund, LPbearish-leaning zoneL1-161.7%0.0%0.33

1212-Session Cross-Section Comparison

Compare each ETF over the recent 12-session cross-section by trend, boundary, fit and review state.
Position Layer
Average vs L3 0.3%

Shows whether the group is only crossing the midline or already stretched far from L3.

Buffer Layer
Average vs L1 4.4%

Shows how much buffer remains above L1, which helps separate repair from stability.

Fit Layer
Average Boundary60 33.0

Shows the average historical boundary review score, a quick read on evidence quality.

TickerNameTrendLinesZoneStructure FitReviewvs L3vs L1L4 StateSamples
IEOiShares U.S. Oil & Gas Exploratio…bullish-leaning zone3L4+60.2%25.0%1.5%7.3%below trigger60
XESState Street SPDR S&P Oil & Gas E…strong bullish zone4L4+62.6%100.0%1.8%7.8%tentative_breakout60
XLEState Street Energy Select Sector…bullish-leaning zone3L4+61.3%75.0%1.1%5.4%below trigger60
VDEVanguard Energy Index Fund ETF Sh…bullish-leaning zone3L4+60.8%50.0%1.0%5.3%below trigger60
FENYFidelity MSCI Energy Index ETFbullish-leaning zone3L4+60.6%50.0%1.1%5.3%below trigger60
IYEiShares U.S. Energy ETFbullish-leaning zone3L4+60.3%80.0%1.0%5.1%below trigger60
AMLPAlerian MLP ETFbearish-leaning zone1L4+62.4%0.0%-1.7%0.4%below trigger60
MLPXGlobal X MLP & Energy Infrastruct…neutral zone2L3-L463.3%60.0%-0.8%1.2%below trigger60
UNGUnited States Natural Gas Fund, LPbearish-leaning zone1L1-61.7%50.0%-2.5%1.4%below trigger60

13Historical Review Frame

Combine phase-target replay, reach efficiency and boundary review in one table.
Current Phase
Average samples 4

Shows how many historical phase samples this group can replay against.

Phase Review
15/30D 29.3% / 40.2%

Shows how often targets were reached in shorter windows, a read on near-term efficiency.

Boundary Review
60D 54.4% · avg 40.6 days

Combines 60D reach rate and average days to target, a read on completion speed.

TickerNameReview SamplesHit RateAvg DaysL4 15DL4 30DL4 60DStabilityBoundary 20Boundary 60
IEOiShares U.S. Oil & Gas Exploratio…425.0%10.025.0%25.0%25.0%lower confidence36.433.4
XESState Street SPDR S&P Oil & Gas E…3100.0%20.333.3%66.7%100.0%moderate24.228.0
XLEState Street Energy Select Sector…475.0%24.350.0%50.0%75.0%lower confidence32.731.8
VDEVanguard Energy Index Fund ETF Sh…450.0%30.525.0%25.0%50.0%lower confidence42.937.0
FENYFidelity MSCI Energy Index ETF450.0%40.50.0%25.0%50.0%lower confidence41.035.7
IYEiShares U.S. Energy ETF580.0%25.840.0%60.0%80.0%lower confidence41.834.2
AMLPAlerian MLP ETF30.0%192.30.0%0.0%0.0%moderate39.638.0
MLPXGlobal X MLP & Energy Infrastruct…560.0%13.040.0%60.0%60.0%lower confidence35.036.7
UNGUnited States Natural Gas Fund, LP450.0%8.550.0%50.0%50.0%moderate19.621.8

14Boundary Position Table

Compare close with L2/L3/L4 and read the current boundary zone.
TickerNameCloseL2L3L4Position
IEOiShares U.S. Oil & Gas Exploratio…129.45125.31127.58129.51L4+
XESState Street SPDR S&P Oil & Gas E…120.84116.74118.76120.79L4+
XLEState Street Energy Select Sector…61.0659.6460.3861.26L4+
VDEVanguard Energy Index Fund ETF Sh…172.30168.33170.62172.95L4+
FENYFidelity MSCI Energy Index ETF33.8933.1133.5234.02L4+
IYEiShares U.S. Energy ETF64.7763.3664.1265.07L4+
AMLPAlerian MLP ETF54.3554.7355.3256.67L4+
MLPXGlobal X MLP & Energy Infrastruct…74.1474.1474.7576.17L3-L4
UNGUnited States Natural Gas Fund, LP9.97010.02610.22410.677L1-

15Research Caliber

Grouping source, comparison order and interpretation boundary.
Grouping Source

Members follow the same grouping used by the rotation radar, so this page is rebuilt as data updates.

Reading Order

Read group breadth and distribution first, then ETF lanes, boundary position and historical fit.

Interpretation Boundary

The page explains relative structure inside the group; it does not replace official disclosures or suitability checks.

Risk Note - Risk note: group strength changes quickly. Verify official disclosures, liquidity and suitability independently.