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Today's Exclusive Content
3 ETFs to Benefit From Oil Price Surge Without Direct InvestmentBy Nathan Reiff. Publication Date: 4/18/2026. 
Key Points
- The price of oil is back down compared to earlier in the Iran war, but volatility still remains a dominating factor.
- Investors keen to reap the benefits of this turbulence but not interested in investing directly in oil futures might turn to oil infrastructure and services ETFs.
- Funds like PXJ, IEZ, and XES track shares of companies involved in the oil industry without being directly linked to oil itself or to producers.
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Though near-term pressures from the Iran war appear to be easing, 2026 has been a lesson in how quickly and dramatically the cost of oil can fluctuate. Crude oil futures that started the year around $60 spiked to more than $112 in early April before pulling back to roughly $90 as of mid-month. That volatility will send some skittish investors running for safer plays, but it also creates opportunities for those willing to take on more risk. Investing in oil can be complicated, especially for those without experience. One way to control exposure and avoid a direct investment in the commodity is through exchange-traded funds (ETFs), which can be structured to benefit from rising oil prices while taking many of the details out of individual investors' hands. Another approach is funds that target oil-adjacent stocks, such as equipment providers, infrastructure firms and servicers. A 20-Year-Old Fund With Outsized Returns and Dividends
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The Invesco Dynamic Oil & Gas Services ETF (NYSEARCA: PXJ) focuses on domestic oil services companies and holds a portfolio of roughly 30 names. One of its largest holdings—about 5.4% of the portfolio—is Halliburton Co. (NYSE: HAL), likely the most familiar company to general investors. The firms in this fund enable domestic oil producers to operate and are essential to the transport and storage of oil products across the country. PXJ is an early entrant to the ETF space, with more than 20 years of trading history. Its targeted focus means it has a relatively small asset base of $121 million and a modest one-month average trading volume of around 93,000 shares. Its year-to-date (YTD) return of 40% and one-year return of more than 80% illustrate how closely tied these companies' share prices are to the price of oil. A dividend yield of 2.2% adds to passive income potential. With a net expense ratio of 0.63%, however, this fund may be pricier than some investors prefer. A Lower-Fee Alternative, But Be Mindful of WeightingA cheaper alternative to PXJ is the iShares U.S. Oil Equipment & Services ETF (NYSEARCA: IEZ), which has a similar focus but a fee of 0.38%. Like PXJ, it targets domestic oil equipment and services businesses and holds just over 30 stocks. A key difference between IEZ and PXJ is concentration. PXJ distributes its assets more broadly, while the largest two positions in IEZ—SLB Ltd. (NYSE: SLB) and Baker Hughes Co. (NASDAQ: BKR)—together make up about 45% of its investments. Concentrating nearly half the fund in two companies increases risk, but it has also boosted performance. IEZ has returned more than 35% YTD and roughly 70% over the last 12 months. The fund also pays a dividend yield of 1.2%, lower than PXJ's but still notable. Lower Price Still, With Strong Returns, But a Lagging Dividend YieldThe SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA: XES) is marginally cheaper than IEZ, with an annual fee of 0.35%. It uses an equal-weight approach across its nearly three dozen holdings, so no single position represents more than about 4.5% of assets. That makes its portfolio more similar to PXJ's broader distribution than IEZ's concentrated weighting. Besides the cost advantage over PXJ, XES also offers stronger liquidity. The fund manages nearly half a billion dollars in assets and posts a substantially higher one-month trading volume than PXJ. It has delivered slightly higher returns as well—almost 40% YTD and about 90% over the last year. One other distinction is dividend yield: XES's yield is about 1.2%, which is a nice supplement to returns but below PXJ's 2.2%. Investors seeking a steadier passive income stream through an oil infrastructure ETF might prefer PXJ, while those prioritizing lower fees, greater liquidity and strong returns may find XES more attractive. In any case, all three funds have outperformed the broader market on both a YTD and one-year basis. |
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