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XES - ETF AI Analysis

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XES

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

Rating:68Neutral
Price Target:
XES, the SPDR S&P Oil & Gas Equipment & Services ETF, earns a solid overall rating driven mainly by strong, well-positioned holdings like TechnipFMC, Archrock, Tidewater, and Cactus, which show robust financial performance, positive momentum, and reasonable valuations. Some holdings such as Select Energy Services and Kodiak Gas Services introduce risks through overvaluation, high leverage, or weaker near-term technical signals. The main risk factor for the ETF is its concentrated exposure to the oil and gas equipment and services sector, which can amplify the impact of industry cycles and commodity price volatility on the fund’s performance.
Positive Factors
Strong Year-To-Date Performance
The ETF has delivered strong gains so far this year, showing solid momentum in its niche of the energy market.
Top Holdings With Strong Gains
Several of the largest positions, such as Select Energy Services and Oceaneering International, have posted strong year-to-date performance, helping support the fund’s returns.
Moderate Expense Ratio
The fund’s expense ratio is moderate for a specialized sector ETF, meaning investors are not paying unusually high ongoing fees for this focused exposure.
Negative Factors
Heavy Concentration In Energy Sector
With almost all assets in energy-related companies, the ETF is highly sensitive to swings in the oil and gas industry.
Limited Geographic Diversification
The portfolio is overwhelmingly invested in U.S. companies, offering little protection if the domestic energy market weakens.
Recent Short-Term Weakness
The ETF has shown weak performance over the last three months, which may signal increased volatility or a pause in its earlier strength.

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

XES Summary

The SPDR S&P Oil & Gas Equipment & Services ETF (XES) is a fund that follows the S&P Oil & Gas Equipment & Services Select Industry Index. It invests in U.S.-focused companies that support oil and gas producers, such as drilling, well services, and energy infrastructure firms. Well-known names in the fund include NOV and TechnipFMC. Someone might invest in XES if they want targeted exposure to the energy sector and believe demand for oil and gas services will grow over time. A key risk is that it is heavily tied to the energy industry, so its price can swing sharply with oil and gas markets.
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 essentially a pure play on U.S. oilfield services, with names like Oceaneering International and TechnipFMC doing much of the heavy lifting as their stocks keep rising on solid earnings and upbeat outlooks. Tidewater and Seadrill add more offshore flavor, contributing steady-to-strong momentum despite some recent choppiness. On the flip side, Archrock and Kodiak Gas Services have been lagging lately, acting as a bit of sand in the gears after earlier gains. With almost all exposure tied to North American energy equipment and services, this fund lives and dies by the oil patch’s cycle.
Name
Company Name
Weight %
Market Value
Market Cap
Yearly Gain
Overall Rating
Oceaneering International5.04%$17.47M$4.86B130.42%
73
Outperform
Cactus4.43%$15.38M$5.20B63.79%
77
Outperform
Tidewater4.16%$14.42M$3.73B57.92%
78
Outperform
Archrock4.12%$14.30M$6.27B59.07%
79
Outperform
Select Energy Services4.10%$14.22M$2.60B105.55%
62
Neutral
TechnipFMC4.09%$14.20M$28.10B102.89%
80
Outperform
Seadrill Limited4.01%$13.91M$2.79B61.29%
66
Neutral
Baker Hughes Company3.95%$13.70M$60.05B39.02%
76
Outperform
NOV3.80%$13.19M$6.93B60.18%
72
Outperform
3.72%$12.91M

XES Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price
Price Trends
50DMA
115.86
Negative
100DMA
117.92
Negative
200DMA
103.51
Positive
Market Momentum
MACD
RSI
STOCH
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XES, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 110.99, equal to the 50-day MA of 115.86, and equal to the 200-day MA of 103.51, indicating a neutral 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 Neutral sentiment for XES.

XES Peer Comparison

Comparison Results
Name
Price
Price Target
AUM
Expense Ratio
Overall Rating
$336.14M0.35%
68
Neutral
$874.83M0.40%
71
Outperform
$637.56M0.59%
71
Outperform
$565.77M0.38%
72
Outperform
$564.95M0.40%
74
Outperform
$517.45M0.35%
69
Neutral
Performance Comparison
Ticker
Company Name
Price
Change
% Change
XES
SPDR S&P Oil & Gas Equipment & Services ETF
111.17
47.77
75.35%
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
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: ―
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