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This Month's Bonus Article
3 ETFs to Benefit From Oil Price Surge Without Direct InvestmentWritten by Nathan Reiff. Article Published: 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’s $1 Quadrillion AI IPO
Though near-term pressures from the Iran war appear to be easing, 2026 has been a lesson in just how quickly and dramatically oil prices can fluctuate. Crude futures that started the year around $60 quickly spiked to more than $112 in early April before pulling back to roughly $90 by mid-month. That volatility will send some skittish investors toward safer plays, but it also creates opportunities for those willing to accept more risk. Investing in oil can be complicated, especially for those without prior experience. One way to control exposure without buying the commodity directly 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 investors' hands. A further step removed from oil itself is to use funds that target oil-adjacent stocks, including equipment makers, infrastructure providers and oilfield 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 roughly 30 names in this niche industry. One of its largest holdings—about 5.4% of the portfolio—is Halliburton Co. (NYSE: HAL), likely the most familiar name to general investors. The firms in the fund enable domestic 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 focused mandate means it has a relatively small asset base of $121 million and modest one-month average trading volume of around 93,000 shares. A year-to-date (YTD) gain of 40% and a one-year return of more than 80% show how closely these companies' share prices track oil. A dividend yield of 2.2% adds to passive income, but with a net expense ratio of 0.63%, PXJ is pricier than some alternatives. A Lower-Fee Alternative, But Be Mindful of WeightingA lower-cost option is the iShares U.S. Oil Equipment & Services ETF (NYSEARCA: IEZ), which covers a similar universe but charges just 0.38% in fees. Like PXJ, it targets domestic oil equipment and services businesses and holds just over 30 stocks. A key distinction between IEZ and PXJ is weighting. PXJ distributes its assets more broadly, while IEZ concentrates nearly half its assets in its top two holdings—SLB Ltd. (NYSE: SLB) and Baker Hughes Co. (NASDAQ: BKR)—which together account for about 45% of the fund. Concentrating in two large names can be risky, but it has worked well recently: IEZ has returned more than 35% YTD and about 70% over the past 12 months. Its dividend yield of 1.2% is lower than PXJ's but still a useful supplement. Lower Price Still, With Strong Returns, But a Lagging Dividend YieldThe SPDR S&P Oil & Gas Equipment & Services ETF (NYSEARCA: XES) is slightly cheaper than IEZ, charging an annual fee of 0.35%. XES uses an equal-weight approach across its nearly three dozen holdings, so no single position accounts for more than about 4.5% of assets. That makes its positioning closer to PXJ's broader distribution than IEZ's concentrated bets. Besides the cost advantage, XES also offers greater liquidity than PXJ. The fund manages nearly half a billion dollars in assets and posts a substantially higher one-month trading volume than PXJ. It has delivered strong returns as well—almost 40% YTD and about 90% over the last 12 months. One notable difference among these funds is dividend yield: XES pays about 1.2%, which trails PXJ's 2.2%. Investors seeking higher passive income from an oil-services ETF might prefer PXJ, while those prioritizing lower cost and stronger liquidity could choose XES. All three funds, however, have materially outperformed the broader market on both a YTD and one-year basis. |
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