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XES
+18.60 · +24.11%
$95.78 · NYSE ARCA

SPDR® S&P Oil & Gas Equipment & Services ETF (XES) ETF Analysis | Equity Energy

State Street Investment Management · United States
AUM:$441.8M
#– of – in Equity Energy ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 55.2% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.35% — moderate cost. Consider how fees compound over long holding periods.

What is XES?

In seeking to track the performance of the S&P Oil & Gas Equipment & Services Select Industry Index, the fund employs a sampling strategy. It generally invests substantially all, but at least 80%, of its total assets in the securities comprising the index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
XES delivered 55.2% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.35%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 50.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$441.8M
Expense Ratio0.35%
Dividend Yield1.40%
Holdings30
Inception DateJun 2006
DomicileUnited States
DistributionNA
Index–
ProviderState Street Investment Management
Beta1.11
CategoryEquity Energy
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+6.2%
1Y
+71.9%
3Y
+35.0%
5Y
+137.1%
OpenBook InsightIf you had invested £10,000 in XES 5 years ago, it would have grown to £23,714 — a gain of £13,714.

Annual Returns

Calendar year performance

XES delivered positive returns in 4 of the last 5 calendar years.
YearXES
2026 YTD+41.2%
2025+3.1%
2024-4.2%
2023+13.1%
2022+51.1%
CAGR 4yr+14.0%
4/5 positive yearsAvg return: +20.9%Worst year: -4.2% (2024)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
34.5%
High
Momentum
+7.5%
30-day change
Support Level
110.40
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.
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