tiprankstipranks
Advertisement

IEO - ETF AI Analysis

Compare

Top Page

IEO

iShares U.S. Oil & Gas Exploration & Production ETF (IEO)

Rating:73Outperform
Price Target:
IEO, the iShares U.S. Oil & Gas Exploration & Production ETF, earns a solid overall rating thanks to large positions in strong operators like ConocoPhillips and EOG Resources, which benefit from solid financial performance, reasonable valuations, and supportive earnings call commentary. Other key holdings such as Diamondback Energy and Devon Energy add to the fund’s quality with strong technical trends and strategic initiatives, though some names like Marathon Petroleum and Valero Energy introduce caution due to higher leverage, valuation concerns, and weaker technical signals. The main risk is the ETF’s concentrated exposure to the U.S. oil and gas exploration and production industry, which makes it sensitive to energy prices and sector-specific volatility.
Positive Factors
Solid Recent Performance
The ETF has shown steady gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Strong Energy Leaders in Top Holdings
Several of the largest positions, such as Phillips 66, Marathon Petroleum, and Valero Energy, have delivered strong year-to-date performance, helping support the fund’s returns.
Focused Exposure to U.S. Energy Sector
The fund’s heavy allocation to U.S. energy companies gives investors targeted exposure to a key part of the oil and gas industry.
Negative Factors
High Concentration in a Single Sector
With nearly all assets in the energy sector, the ETF is highly sensitive to swings in oil and gas markets and offers little sector diversification.
Heavy Weight in a Few Stocks
A small number of holdings, led by ConocoPhillips and a few others, make up a large share of the portfolio, increasing the impact of any weakness in those companies.
Mixed Performance Among Top Holdings
Some key positions, including EQT, Diamondback, and Expand Energy, have shown weak or negative year-to-date performance, which can drag on overall fund results.

IEO vs. SPDR S&P 500 ETF (SPY)

IEO Summary

IEO is an ETF that follows the Dow Jones U.S. Select Oil & Gas Exploration & Production Index, focusing on U.S. energy companies that search for, drill, and produce oil and gas. It mainly holds well-known names like ConocoPhillips and EOG Resources, giving investors a simple way to invest in the oil and gas exploration and production theme without picking individual stocks. Someone might consider IEO if they believe energy demand and oil prices will stay strong and want targeted exposure to this sector. A key risk is that the fund’s value can swing sharply with oil and gas prices and overall energy market conditions.
How much will it cost me?The iShares U.S. Oil & Gas Exploration & Production ETF (IEO) has an expense ratio of 0.38%, meaning you’ll pay $3.80 per year for every $1,000 invested. This is slightly higher than average for ETFs because it’s a sector-focused fund, which typically involves more specialized management compared to broad-market index funds.
What would affect this ETF?The iShares U.S. Oil & Gas Exploration & Production ETF (IEO) could benefit from rising oil and gas prices driven by increased global energy demand or geopolitical tensions that limit supply. However, it may face challenges from regulatory changes targeting fossil fuels, advancements in renewable energy, or economic slowdowns that reduce energy consumption. Its heavy reliance on U.S.-based companies like ConocoPhillips and EOG Resources makes it sensitive to domestic energy policies and market conditions.

IEO Top 10 Holdings

IEO is riding a powerful wave in U.S. energy, with ConocoPhillips firmly in the driver’s seat and rising names like EOG Resources and Devon Energy adding extra horsepower. Refiners such as Phillips 66 and Marathon Petroleum are also pulling their weight, helping the fund benefit from strong downstream demand. Texas Pacific Land has been a standout wild card, surging on land and royalty strength but looking a bit stretched. With almost everything tied to U.S. oil and gas, this ETF is a pure play on American energy fortunes—for better or worse.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Conocophillips19.13%$128.28M$160.91B53.66%
78
Outperform
EOG Resources9.47%$63.50M$76.75B31.20%
78
Outperform
Valero Energy9.05%$60.70M$73.43B130.22%
69
Neutral
Phillips 667.31%$49.02M$71.06B83.59%
73
Outperform
Diamondback4.56%$30.59M$54.65B56.00%
81
Outperform
Devon Energy4.49%$30.09M$30.78B73.54%
79
Outperform
Marathon Petroleum4.44%$29.75M$71.09B98.42%
66
Neutral
EQT4.23%$28.34M$37.71B27.67%
76
Outperform
Texas Pacific Land3.89%$26.11M$30.95B16.70%
76
Outperform
Coterra Energy3.83%$25.67M$26.32B38.46%
73
Outperform

IEO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
110.31
Positive
100DMA
100.82
Positive
200DMA
94.89
Positive
Market Momentum
MACD
4.12
Positive
RSI
61.45
Neutral
STOCH
30.16
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IEO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 120.66, equal to the 50-day MA of 110.31, and equal to the 200-day MA of 94.89, indicating a bullish trend. The MACD of 4.12 indicates Positive momentum. The RSI at 61.45 is Neutral, neither overbought nor oversold. The STOCH value of 30.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IEO.

IEO Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$639.51M0.38%
73
Outperform
$885.75M0.40%
70
Outperform
$807.66M0.57%
72
Outperform
$645.30M0.40%
74
Outperform
$456.07M0.35%
67
Neutral
$436.40M0.35%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
122.97
42.38
52.59%
TPYP
Tortoise North American Pipeline Fund
FCG
First Trust Natural Gas ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
XES
SPDR S&P Oil & Gas Equipment & Services ETF
ENFR
Alerian Energy Infrastructure ETF
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents
Advertisement