Get the weekly note
ETFIQetfiq.com · independent ETF data

IYE · iShares U.S. Energy ETF

IYE tracks the U.S. Energy and returned +48.8% over the past year.

Index equity fund · U.S. Energy · data as of

Key facts

+48.8%Total return, 1 year
0.37%Expense ratio
38Holdings
−0.1%Below its high

Its ten largest equity positions

IYE top ten by weight, 69.0% of its 38 equity positions, from the holdings filed for Apr 30, 2026. An index fund holds what the index holds, so this is the index. Source: the fund’s SEC filing.
HoldingWeight
EXXON MOBIL CORPORATION21.74%
CHEVRON CORPORATION15.41%
CONOCOPHILLIPS6.51%
THE WILLIAMS COMPANIES, INC.4.38%
SLB N.V.3.95%
EOG RESOURCES, INC.3.56%
VALERO ENERGY CORPORATION3.54%
MARATHON PETROLEUM CORPORATION3.44%
PHILLIPS 663.32%
BAKER HUGHES COMPANY3.13%

Compare IYE

Also against BINC, BITO, BND, BNDX, BOND, BOXX, BSV, BWET, CGBL, CGDV, CGGR, COWZ, CTA, DBMF, DFUS, DGRO, DGRW, DIA, DVY, DYNF, EDV, EEM, EFA, EMB, EMXC, EWJ, EWT, EWY, EWZ, EZU, FBCG, FDVV, FENI, FLKR, FNDX, FTEC, FXI, GARP, GLD, GLDM, GOVT, GRNY, HDV, HGER, HYG, HYMB, IALT, IAU, IBB, IDEV, IEF, IEFA, IEI, IEMG, IGIB, IGM, IGSB, IJH, IJR, IJS, IJT, ILF, INDA, ITOT, IUSB, IVV, IWB, IWC, IWD, IWF, IWM, IWO, IXUS, IYR, IYW, JAAA, JNK, KRE, LQD, MAGS, MBB, MDY, MGK, MINT, MOAT, MTUM, MUB, NOBL, ONEQ, PDBC, PFF, PULS, PVAL, QQQ, QQQM, QUAL, RDVY, RSP, SCHB, SCHD, SCHF, SCHG, SCHH, SCHP, SCHX, SDY, SGOV, SHV, SHY, SIVR, SLV, SPHD, SPHQ, SPLG, SPMO, SPSB, SPY, SPYD, SPYG, TIP, TLT, URTH, USFR, USHY, USMV, USO, VB, VBIL, VBK, VBR, VCIT, VCLT, VCSH, VDC, VDE, VEA, VEU, VGIT, VGK, VGLT, VGSH, VGT, VHT, VIG, VLUE, VNQ, VO, VOE, VONG, VOO, VOOG, VOX, VPL, VPU, VT, VTEB, VTI, VTIP, VTV, VTWO, VUG, VUSB, VWO, VXF, VXUS, VYM, VYMI, XBI, XHB, XLB, XLC, XLE, XLF, XLG, XLI, XLK, XLP, XLRE, XLU, XLV, XLY, XOP, XOVR, XRT.

Period by period

IYE over each window to Sep 11, 2026. Every figure is an ETFIQ calculation. Source: ETFIQ.
WindowTotal returnS&P 500Gap to S&P 500Gap to Nasdaq-100
3 months+13.4%+3.3%+10.1 pts+14.2 pts
6 months+14.1%+16.0%−1.9 pts−6.6 pts
1 year+48.8%+17.5%+31.3 pts+25.8 pts
3 years+53.0%+77.9%−24.9 pts−42.1 pts
Since listing+221.8%+804.4%−582.5 pts−1452.1 pts

In plain words

IYE is an index equity fund tracking the U.S. Energy. Over the year to Sep 11, 2026 it returned +48.8% with distributions reinvested, against +17.5% for the S&P 500 and +23.0% for the Nasdaq-100. The prospectus expense ratio is 0.37% a year. By its holdings filed for Apr 30, 2026, 89% of the fund by weight is stocks the S&P 500 also holds, across 38 positions, with the top ten at 69.0%.

What it tracksU.S. Energy
Fund typeIndex equity fund
Expense ratio (485BPOS XBRL, Aug 21, 2026)0.37%
Price$68.82
Listed sinceJan 4, 2010
Net assets (SEC filing, whole fund, as filed for Apr 30, 2026)$1.8bn
Below its high (ETFIQ)−0.1%
Holdings38
Top ten weight69.0%
Holdings as of (SEC N-PORT)Apr 30, 2026
Already in the S&P 500, by weight (ETFIQ)89.0%
Active share vs the S&P 500 (ETFIQ)97.0%
Already in the Nasdaq-100, by weight (ETFIQ)4.9%

Questions people ask

How has IYE performed?
Over the year to Sep 11, 2026, IYE returned +48.8% with distributions reinvested, against +17.5% for the S&P 500. Over three years the figure is +53.0%.
What does IYE cost?
The prospectus expense ratio is 0.37% a year.
What does IYE hold?
38 positions as filed for Apr 30, 2026, with the top ten at 69.0% of the fund. 89% of its weight is in stocks the S&P 500 also holds.
How far is IYE below its high?
0.1% below its high of Sep 9, 2026, measured on the reinvested series to Sep 11, 2026.

Where these figures came from

ETFIQ links to the documents behind every figure. It is not affiliated with any issuer, and a link is not an endorsement.

Funds near this one

IYE, core index fund, ETFIQ, data as of Sep 11, 2026. Every figure is arithmetic on a named public source; the method is at etfiq.com/methodology. ETFIQ is an independent publisher, is not a fund issuer, broker-dealer or investment adviser, and makes no recommendations.

Cite this page. ETFIQ, IYE, core index fund, data as of Sep 11, 2026. https://etfiq.com/funds/IYE Free to use with attribution; the underlying files are at Open data.

ETFIQ covers leveraged and inverse, thematic, buffer, option-income, core index and spot crypto ETFs. This fund is here because the other funds here are measured against it and portfolios hold it. ETFIQ is an independent publisher and makes no recommendations. Standards and sources