Skip to content

IYEiShares U.S. Energy ETF

Grow my money26y track recordRanked #274 of 2,993 in this goal

Tracks the investment results of the Russell 1000 Energy RIC 22.5/45 Capped Index.

By iShares · Launched 2000

Annual Cost

0.38%

#1,824 of 5,853 · low cost

Fund Size

$1.5B

#888 of 5,853 · large

Return (1Y)Goal

+39.0%

Track Record

26 years

#87 of 5,853 · established

Performance

Total-return NAV · USD
Growth of $10,000
$14,656+46.6%

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

Russell 1000 Energy RIC 22.5/45 Capped Index

What it actually holds

By weight

Concentration

Top 10 holdings = 68.9% of fundconcentrated

EXXON MOBIL CORPORATION
21.7%
CHEVRON CORPORATION
15.4%
CONOCOPHILLIPS
6.5%
THE WILLIAMS COMPANIES, INC.
4.4%
SLB N.V.
3.9%
EOG RESOURCES, INC.
3.6%
VALERO ENERGY CORPORATION
3.5%
MARATHON PETROLEUM CORPORATION
3.4%
PHILLIPS 66
3.3%
BAKER HUGHES COMPANY
3.1%

Asset allocation

Stocks
99.9%
Cash
0.1%

By sector

Energy
97.6%
Technology
2.4%
Industrials
0.0%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
20.5%High

Year-on-year price swings

Max drawdown
-68.6%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.57Decent risk-adjusted returns
Sortino (3Y)
0.78Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Tracks the investment results of the Russell 1000 Energy RIC 22.5/45 Capped Index.
Strategy
Invests primarily in large- and mid-cap U.S. equities in the energy sector, seeking to track the Russell 1000 Energy RIC 22.5/45 Capped Index. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low.
Inception date
June 12, 2000
Fund family
iShares

What's next?

You've looked at IYE. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

Data updated on 2026-08-02