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Further Reading from MarketBeat Media
2 ETFs to Play Both Sides of the Iran War CeasefireReported by Nathan Reiff. Posted: 5/4/2026. 
Key Points
- A multi-week ceasefire between the United States and Iran may have helped to calm the markets, but threats to oil and other industries remain.
- Investors might seek ETFs to make bets on multiple outcomes as negotiations continue.
- An oil-focused fund like USO would likely benefit if prices continue to ascend amid renewed attacks; JETS is an air travel ETF that may thrive if the war cools.
- Special Report: Elon Musk: This Could Turn $100 into $100,000
As the U.S. war in Iran enters its third month, the market has seemingly stabilized after initial concerns about shocks to the energy industry and the price of oil. However, ongoing political developments—including the ceasefire that began in early April—mean uncertainty remains a major factor. Investors may see further volatility if the ceasefire ends and conflict resumes. One way to play this unpredictability is through exchange-traded funds (ETFs), which can allow a portfolio to benefit from industry-specific surges. Below are two funds worth considering, depending on whether you have an optimistic or pessimistic view of future developments in the Middle East. A Modestly Priced, Liquid Approach to Crude Oil
The United States Oil Fund LP (NYSEARCA: USO) is one of the most popular exchange-traded products offering exposure to oil. As a commodity pool, USO holds oil futures in an attempt to track the daily price changes of light, sweet crude oil. Notably, this type of oil is predominant in the United States, which means USO may be uniquely tied to the domestic oil market. For this unique focus, USO charges an expense ratio of 0.60%. That is actually cheaper than many alternatives in the space, and as an added bonus, USO also offers excellent liquidity. Its one-month average trading volume hovers above 27 million, despite not being the largest fund by assets under management, which total about $1.9 billion. As these figures suggest, USO is popular as a short-term trade among more active investors. That is both because of the potential to capture gains on near-term price movements in crude oil and because the fund's futures contract approach means it is subject to contango. Investors looking for a long-term buy-and-hold fund to wait out developments in the Iran war may be better off elsewhere. Nonetheless, if the price of oil continues to rise—a result investors may find increasingly likely if a ceasefire does not hold and attacks resume—USO may be a good way to take advantage of that movement. An Airline-Focused Fund Ready to Take Off If Fuel Supplies and Prices NormalizeInvestors expecting the war to cool might look to one of the industries most negatively impacted by the conflict in the first place: airlines. Companies in this space have had to contend not only with supply and price pressures for jet fuel, but also with the potential for changes in routes and operations due to regional instability. The U.S. Global Jets ETF (NYSEARCA: JETS) targets an index of air travel industry firms, including not only airlines themselves but also companies involved in manufacturing and servicing planes, among other things. Though it's a global fund, it is primarily focused on domestic names and holds many of the largest airline firms in the world. Delta Air Lines Inc. (NYSE: DAL), American Airlines Group Inc. (NASDAQ: AAL), and United Airlines Holdings Inc. (NASDAQ: UAL) collectively make up about a third of the fund's portfolio. The exclusive focus on air travel is unique to JETS, distinguishing it from a number of broader transportation funds, and that may make this fund particularly appealing to investors betting that diplomacy between the United States and Iran will improve. So far, JETS' year-to-date performance reflects the opposite has been the case—the fund is down about 8% in 2026. With an expense ratio exactly the same as USO's, JETS provides a smaller asset base of about $725 million and lower trading volumes, though that is not uncommon for an ETF with a niche strategy like this. Investors may also want to keep in mind that JETS does offer a dividend, though with a yield of 0.5%, this is not so much a dividend play as a passive income boost on top of the fund's core strategy. To be sure, there are many other ETFs that would stand to benefit if the ceasefire continues or the war ends altogether. The more oil-dependent an industry is, the more investors might expect it to surge if that development takes place. Even broader developed or emerging markets funds may climb if the Strait of Hormuz is reopened and global shipping normalizes, allowing not only energy markets but global trade overall to stabilize once again. |
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