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GXPEGlobal X Purecap MSCI Energy ETF

Grow my money1y track recordRanked #2,100 of 2,999 in this goal

Seeks investment results that correspond generally to the price and yield performance of the MSCI USA Energy Index.

By Global X Funds · Launched 2025

Annual Cost

0.15%

#612 of 5,861 · low cost

Fund Size

$1M

#5,605 of 5,861 · small

Return (1Y)Goal

+39.0%

Track Record

1 year

#4,499 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$13,977+39.8%

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

MSCI USA Energy Index

What it actually holds

By weight

Concentration

Top 10 holdings = 77.7% of fundconcentrated

EXXON MOBIL CORPORATION
30.8%
CHEVRON CORPORATION
17.0%
CONOCOPHILLIPS
6.7%
THE WILLIAMS COMPANIES, INC.
4.3%
SLB N.V.
3.6%
EOG RESOURCES, INC.
3.2%
KINDER MORGAN, INC.
3.1%
BAKER HUGHES COMPANY
3.0%
VALERO ENERGY CORPORATION
3.0%
PHILLIPS 66
3.0%

Asset allocation

Stocks
98.7%
Cash
1.3%

By sector

Energy
100.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.8%High

Year-on-year price swings

Max drawdown
-15.7%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks investment results that correspond generally to the price and yield performance of the MSCI USA Energy Index.
Strategy
Invests primarily in U.S. securities in the Energy sector, tracking the MSCI USA Energy Index. Uses a representative sampling strategy to achieve investment results that correspond to the index's performance, without attempting to outperform it.
Inception date
July 22, 2025
Fund family
Global X Funds

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Data updated on 2026-08-04