5 Energy ETFs That Have Soared in 2026
ConocoPhillips Signs 20-Year LNG Deal With Venture Global Alex Kimani is a veteran finance writer, investor, engineer and researcher for Safehaven.com.
With three quarters of the current year in the books, the U.S.
stock market is on track for a fourth consecutive year of double-digit gains, with massive AI infrastructure spending coupled with exceptionally strong corporate earnings growth giving the market a major boost.
The S&P 500 has returned 11.8% year-to-date, with only Utilities (-7.7%), Consumer Discretionary (-6.3%), and Financial Sector (-2.5%) still in the red.
Hardly surprisingly,the Energy Sectorhas emerged as the top performer amongst the market’s 11 sectors, managing a 37.4% YTD return compared to a 27.9% gain by second-placed Information Technology (IT) Sector over the timeframe.
However, the energy gains have not been uniform, with Oil & Gas stocks overperforming amid global supply shock triggered by the expanding Middle East conflict, while renewable energy stocks have underperformed.
Indeed, the popular fossil fuel benchmark,State Street Global Advisors Energy Select Sector SPDR Fund (XLE), has returned 39.1% YTD while its clean energy peer,iShares Global Clean Energy ETF(ICLN), has notched a mere 3.1% gain.
Energy stocks have been surging due to elevated oil and gas prices, surging power demand from AI data centers as well as a shift towards strict corporate capital discipline.
However, energy exchange-traded funds (ETFs) have performed even better than individual energy equities thanks to many funds holding underlying futures contracts, shipping derivatives, or niche sub-sectors that capture soaring commodity prices directly, rather than relying strictly on corporate earnings.
Here are the best-performing energy ETFs so far in 2026.
TheBreakwave Tanker Shipping ETF(BWET), issued byAmplify ETFsand designed by Breakwave Advisors, was launched in 2023 as the first ETF focused specifically on crude tanker freight futures.
Unlike a traditional shipping ETF, it doesn’t own tanker stocks.
| Product | Price | Change |
|---|---|---|
| Brent Crude | $102.14/bbl | +0.34% |
| WTI Crude | $96.90/bbl | +0.21% |
| EN590 Diesel | $846/MT | +0.18% |
| Jet Fuel A-1 | $1090/MT | +0.55% |
| Mazut M100 | $450/MT | -0.15% |
| Bitumen 60/70 | $470/MT | +0.08% |
| Sulphur Gran 99.5% | $470/MT | -0.44% |
| Urea 46% Gran | $650/MT | +1.12% |
| NPK 16-16-16 | $460/MT | -0.28% |
| Nat Gas TTF | $15.42/MMBtu | +0.92% |
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