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Special Report
3 ETFs to Benefit From Oil Price Surge Without Direct InvestmentSubmitted by 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.
- Special Report: Elon Musk already made me a “wealthy man”
Though near-term pressures from the Iran war appear to be easing, 2026 has shown how quickly and dramatically oil prices can fluctuate. Crude oil futures that started the year around $60 quickly spiked to more than $112 in early April before pulling back to about $90 by mid-April. The volatility means some skittish investors will run for safer plays, but it also presents an opportunity for those willing to take on more risk. Investing in oil can be complicated, particularly for those without prior experience. One way to control exposure and avoid direct investment in the commodity is through exchange-traded funds (ETFs), which can be structured to benefit from rising oil prices while taking much of the operational detail out of individual investors' hands. Another step removed from the commodity is funds that target oil-adjacent stocks, such as equipment and infrastructure providers and service companies. 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 about 30 names in this niche industry. One of its largest holdings, Halliburton Co. (NYSE: HAL), represents roughly 5.4% of the portfolio and is likely the only widely recognized name for less-experienced investors. The firms in PXJ play essential roles in enabling domestic oil production and in 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, however, 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) gain of about 40% and one-year return of more than 80% underscore how closely the share prices of these energy-service companies track oil. A dividend yield of 2.2% adds to passive income, though a net expense ratio of 0.63% makes PXJ relatively costly compared with some alternatives. 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 charges a fee of just 0.38%. Like PXJ, it targets domestic oil equipment and services businesses and holds just over 30 stocks. One key distinction between IEZ and PXJ is concentration. PXJ spreads its assets more broadly, while the two largest positions in IEZ—SLB Ltd. (NYSE: SLB) and Baker Hughes Co. (NASDAQ: BKR)—together account for roughly 45% of the fund. That concentration can increase risk but has also helped performance: IEZ has returned more than 35% YTD and about 70% over the last 12 months. The fund pays a dividend yield of 1.2%, lower than PXJ 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 expense ratio 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 XES more similar to PXJ's diversification strategy than to 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 roughly 90% over the past year. One other distinction is dividend yield: XES pays about 1.2%, which is lower than PXJ's 2.2%. For investors prioritizing passive income, PXJ may be the better choice; those seeking lower fees, stronger liquidity and broad diversification may prefer XES. In any case, all three funds have substantially outperformed the broader market on both a YTD and one-year basis. |
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