DGRW (WisdomTree U.S. Dividend Growth, Expense Ratio 0.28%) is yet another “Large Cap Value” oriented fund like the aforementioned names that has a top weighting to XOM currently (about 5.5%). Of course the usual suspects, Energy sector funds that are based on market capitalization weighted index schemes have the largest by percentage, allocations to XOM. Aside from XLE names like IYE (iShares U.S. Energy, Expense Ratio 0.46%), FENY (Fidelity MSCI Energy, Expense Ratio 0.12%), VDE (Vanguard Energy, Expense Ratio 0.14%), and FILL (iShares MSCI Global Energy Producers, Expense Ratio 0.39%) should be sensitive to near term action in XOM as well with weightings in the 17-23% range to the stock.
Energy Select Sector SPDR
For more information on Street One ETF research and ETF trade execution/liquidity services, contact Paul Weisbruch at [email protected]
Street One Financial is an educational/research firm utilizing the Broker Dealer services of Precision Securities, a FINRA registered Broker/Dealer.