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XES - ETF AI Analysis

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XES

SPDR S&P Oil & Gas Equipment & Services ETF (XES)

Rating:67Neutral
Price Target:
XES, the SPDR S&P Oil & Gas Equipment & Services ETF, has a solid overall rating driven by strong holdings like TechnipFMC, Archrock, Valaris, and Baker Hughes, which show healthy financial performance, positive earnings commentary, and generally favorable trends. However, weaker names such as Patterson-UTI and Transocean, which face profitability and revenue challenges, weigh on the fund, and the ETF’s focus on the oil and gas equipment and services industry means it is heavily exposed to energy-sector and commodity-price risk.
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum in its underlying holdings.
Leading Energy Service Companies
Top holdings like Schlumberger, Halliburton, TechnipFMC, and Baker Hughes have delivered strong year-to-date results, helping support the fund’s overall performance.
Moderate Expense Ratio
The fund’s expense ratio is reasonable for a specialized sector ETF, allowing investors to keep more of their returns compared with higher-cost niche funds.
Negative Factors
Heavy Sector Concentration
With the vast majority of assets in the energy sector, the ETF is highly sensitive to swings in oil and gas markets.
Limited Geographic Diversification
The portfolio is overwhelmingly focused on U.S. companies, offering little geographic diversification if the U.S. energy market weakens.
Top Holdings Clustered in One Industry
Most of the largest positions are oil and gas equipment and services firms, so company-specific or industry-wide setbacks could have an outsized impact on the fund.

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

XES Summary

XES is an ETF that follows the S&P Oil & Gas Equipment & Services Select Industry Index. Instead of owning oil companies themselves, it holds businesses that support oil and gas production, such as drilling and service firms. Well-known holdings include Schlumberger and Halliburton. Investors might consider XES if they want targeted exposure to the energy sector and believe demand for oil and gas infrastructure will grow, adding diversification beyond typical tech or broad-market funds. A key risk is that it is heavily tied to the energy sector, so its price can swing sharply with oil and gas industry ups and downs.
How much will it cost me?The SPDR S&P Oil & Gas Equipment & Services ETF (XES) has an expense ratio of 0.35%, which means you’ll pay $3.50 per year for every $1,000 invested. This expense ratio is slightly higher than average because the ETF is focused on a specific niche in the energy sector, requiring more active management compared to broad-market passive ETFs.
What would affect this ETF?The SPDR S&P Oil & Gas Equipment & Services ETF (XES) could benefit from rising energy demand and increased oil and gas production, which would drive growth in equipment and service providers like Liberty Oilfield Services and Halliburton. However, it may face challenges from fluctuating oil prices, stricter environmental regulations, or a shift toward renewable energy, which could reduce demand for traditional oil and gas infrastructure. Its U.S.-focused exposure makes it sensitive to domestic energy policies and economic conditions.

XES Top 10 Holdings

XES is a pure play on U.S. oilfield services, with performance driven by a tight cluster of drillers and equipment providers rather than Big Tech-style giants. Valaris and Transocean have been strong engines over the past few months but are recently losing a bit of steam, creating some short-term drag. Patterson-UTI and Liberty Energy are rising, helping keep the fund’s momentum intact despite their own mixed fundamentals. Rounding things out, steadier names like TechnipFMC and Archrock provide a more stable backbone in this very cyclical, energy-heavy portfolio.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Solaris Energy Infrastructure4.35%$19.75M$4.18B156.84%
69
Neutral
Patterson-UTI4.32%$19.60M$4.13B28.27%
56
Neutral
Helmerich & Payne4.23%$19.19M$3.71B45.62%
73
Outperform
Baker Hughes Company4.19%$19.04M$61.79B40.53%
76
Outperform
TechnipFMC4.18%$18.97M$27.20B130.86%
80
Outperform
4.18%$18.96M
Halliburton4.13%$18.75M$31.42B48.34%
72
Outperform
Seadrill Limited4.08%$18.52M$2.76B79.64%
66
Neutral
Kodiak Gas Services, Inc.4.08%$18.52M$5.08B51.78%
68
Neutral
Oceaneering International4.06%$18.44M$3.70B69.01%
73
Outperform

XES Technical Analysis

Technical Analysis Sentiment
Positive
Last Price
Price Trends
50DMA
105.38
Positive
100DMA
93.59
Positive
200DMA
80.91
Positive
Market Momentum
MACD
2.71
Negative
RSI
67.91
Neutral
STOCH
77.92
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XES, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 112.11, equal to the 50-day MA of 105.38, and equal to the 200-day MA of 80.91, indicating a bullish trend. The MACD of 2.71 indicates Negative momentum. The RSI at 67.91 is Neutral, neither overbought nor oversold. The STOCH value of 77.92 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XES.

XES Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$443.68M0.35%
67
Neutral
$872.86M0.40%
70
Outperform
$781.49M0.57%
72
Outperform
$606.74M0.38%
73
Outperform
$601.12M0.40%
74
Outperform
$111.80M0.63%
63
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XES
SPDR S&P Oil & Gas Equipment & Services ETF
118.09
46.40
64.72%
TPYP
Tortoise North American Pipeline Fund
FCG
First Trust Natural Gas ETF
IEO
iShares U.S. Oil & Gas Exploration & Production ETF
RSPG
Invesco S&P 500 Equal Weight Energy ETF
PXJ
Invesco Dynamic Oil & Gas Services 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: ―
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