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IEO - ETF AI Analysis

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IEO

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

Rating:72Outperform
Price Target:
IEO, the iShares U.S. Oil & Gas Exploration & Production ETF, earns a solid overall rating, reflecting generally strong financial performance and earnings momentum across many of its key holdings. Standout positions like ConocoPhillips, EOG Resources, Diamondback Energy, and Devon Energy support the fund’s quality through robust cash flow, attractive valuations, and positive strategic updates. The main risk is its heavy concentration in the U.S. oil and gas exploration and production space, where some holdings face valuation concerns, technical weakness, and exposure to market volatility.
Positive Factors
Strong Recent Performance
The ETF has shown strong gains so far this year and in recent months, indicating solid momentum in its holdings.
Leading Energy Companies in Top Holdings
Many of the largest positions, such as major oil and gas producers and refiners, have delivered strong returns, helping drive the fund’s overall results.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized sector ETF, allowing investors to access a focused energy strategy without very high ongoing costs.
Negative Factors
Heavy Sector Concentration in Energy
Almost all of the portfolio is invested in the energy sector, which means the fund is highly sensitive to swings in oil and gas prices.
High Weight in a Few Stocks
A small number of companies make up a large share of the fund, increasing the impact that problems at those individual firms could have on performance.
Limited Geographic Diversification
The ETF is overwhelmingly focused on U.S. companies, offering little exposure to energy producers in other regions.

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. Its holdings include well-known names like ConocoPhillips and Valero Energy, giving investors a simple way to invest in the oil and gas exploration and production theme in one fund. Someone might consider IEO if they want targeted exposure to the energy sector for potential growth or to diversify a broader stock portfolio. 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 essentially a pure play on U.S. energy, with heavyweight ConocoPhillips setting the tone as a rising leader despite some recent choppiness. Marathon Petroleum and Valero Energy have been powering ahead, giving the fund a strong tailwind from refiners, while EOG Resources and Diamondback add steady exploration muscle. On the flip side, EQT and Expand Energy have been lagging, acting like sand in the gears of an otherwise well-oiled machine. With nearly all exposure in U.S. oil and gas names, this ETF lives and dies by the domestic energy cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Conocophillips17.43%$98.58M$143.83B24.85%
78
Outperform
Valero Energy11.13%$62.92M$89.47B127.01%
69
Neutral
Marathon Petroleum11.02%$62.33M$90.13B84.55%
66
Neutral
EOG Resources6.49%$36.71M$77.73B21.24%
78
Outperform
Phillips 664.90%$27.70M$82.92B70.42%
73
Outperform
Diamondback4.30%$24.30M$56.02B34.38%
81
Outperform
EQT4.23%$23.95M$32.88B-1.93%
76
Outperform
Devon Energy4.01%$22.66M$51.28B32.96%
79
Outperform
Texas Pacific Land3.79%$21.43M$26.86B22.17%
76
Outperform
Expand Energy3.67%$20.75M$21.40B-11.80%
71
Outperform

IEO Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
115.95
Positive
100DMA
117.02
Positive
200DMA
105.43
Positive
Market Momentum
MACD
RSI
STOCH
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 119.02, equal to the 50-day MA of 115.95, and equal to the 200-day MA of 105.43, indicating a bullish trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, 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
$565.77M0.38%
72
Outperform
$868.08M0.40%
71
Outperform
$606.06M0.59%
71
Outperform
$556.41M0.40%
74
Outperform
$513.51M0.35%
69
Neutral
$362.50M0.63%
72
Outperform
Performance Comparison
Ticker
Company Name
Price
Change
% Change
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
126.08
40.18
46.78%
TPYP
Tortoise North American Pipeline Fund
FCG
First Trust Natural Gas ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
ENFR
Alerian Energy Infrastructure ETF
FXN
First Trust Energy AlphaDEX Fund
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: ―
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