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DRLLStrive U.S. Energy ETF

Grow my money3y track recordRanked #1,067 of 2,999 in this goal

Tracks the total return performance of an index composed of U.S.-listed equities in the energy sector.

By Strive AM · Launched 2022

Annual Cost

0.41%

#2,079 of 5,861 · average

Fund Size

$261M

#2,137 of 5,861 · mid-size

Return (1Y)Goal

+40.5%

Track Record

3 years

#2,677 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$14,166+41.7%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Multi cap

Strategy

Index tracking

Sector

Energy

Index tracked

Bloomberg US Energy Select Index

What it actually holds

By weight

Concentration

Top 10 holdings = 77.5% of fundconcentrated

Exxon Mobil CorpXOM
21.8%
Chevron CorpCVX
21.8%
Valero Energy CorpVLO
4.8%
Marathon Petroleum CorpMPC
4.7%
ConocoPhillipsCOP
4.6%
EOG Resources IncEOG
4.6%
Phillips 66PSX
4.5%
Occidental Petroleum CorpOXY
4.1%
EQT CorpEQT
3.4%
Diamondback Energy IncFANG
3.2%

Asset allocation

Stocks
99.8%
Cash
0.3%

By sector

Energy
99.1%
Consumer Cyclical
0.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
23.0%High

Year-on-year price swings

Max drawdown
-23.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.50Below average
Sortino (3Y)
0.68Moderate downside risk

Listing

Exchange
New York Stock Exchange

Full fund details

Objective
Tracks the total return performance of an index composed of U.S.-listed equities in the energy sector.
Strategy
Seeks to track the Bloomberg US Energy Select Index, which measures the performance of U.S. oil and gas producers. Invests primarily in large- and mid-cap U.S. energy companies using a passive indexing approach, aiming for total return performance.
Inception date
August 8, 2022
Fund family
Strive AM

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Data updated on 2026-08-04