IYE ETF Analysis: U.S. Energy | NYSE

Equity Energy | NYSE, USA | Market Cap: 1.723m USD | 12M Return: 44.2% | US4642877967 | Charts, Fundamentals & Technical Analysis

Oil, Natural Gas, Energy Equipment, Refining
Total Rating 68
Safety 25
Buy Signal -0.02
Equity Energy
Category Rotation: -15.5
TER: 0.40%
AUM: 1.72B
Avg Turnover: 44.3M
Risk 3d forecast
Volatility22.7%
VaR 5th Pctl4.27%
VaR vs Median4.55%
Reward TTM
Sharpe Ratio1.62
Rel. Str. IBD80.2
Rel. Str. Peer Group46.4
Character TTM
Beta0.264
Beta Downside0.555
Hurst Exponent0.523
Drawdowns 3y
Max DD20.37%
CAGR/Max DD0.72
CAGR/Mean DD2.34

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Seasonality 11.6 years of data

Jan +1.4% 8
Feb +1.4% 20
Mar +1.2% 30
Apr -1.2% 20
May +0.7% 5
Jun +1.2% 16
Jul +0.6% 13
Aug -2.6% 31
Sep +0.5% 11
Oct -1.3% 12
Nov +0.7% 11
Dec -1.3% 19

How good or bad each month usually is (without trend). The score below shows how much you can trust it: 0 = pure chance, >40 gets interesting and >55 is strong.

Description: IYE U.S. Energy

The fund invests at least 80% of its assets in the component securities of its underlying index, or in investments with economic characteristics substantially identical to those securities. The underlying index measures the performance of the U.S. equity energy sector. The fund is classified as non-diversified, meaning it may hold a more concentrated portfolio compared to diversified funds.

The U.S. energy sector encompasses companies involved in the exploration, production, refining, and distribution of oil, natural gas, coal, and renewable energy sources. Exchange-traded funds targeting this sector typically include a mix of integrated energy majors, independent exploration and production companies, pipeline operators, and energy equipment providers.

Headlines to Watch Out For
  • Crude oil prices rally on OPEC+ extended supply cuts
  • U.S. shale producers expand share buyback programs
  • Natural gas demand grows from LNG export expansion
What is the price of IYE shares?

As of September 22, 2026, the stock is trading at USD 65.84 with a total of 693,383 shares traded. Over the past week, the price has changed by -2.87%, over one month by -1.69%, over three months by +15.11% and over the past year by +44.21%.

Current recommended Stop Loss: 64.10 (which is 2.6% or 1.4 ATR below the current price).

Is IYE a buy, sell or hold?

U.S. Energy has no consensus analysts rating.