Screening Filters
Theme: Oil & Gas, Commodities, excluding leveraged/inverse variants
- Purpose:
To focus on ETFs that give you direct or primary exposure to oil (and related energy commodities) while avoiding complex, high‑risk trading products.
- Rationale:
Oil & Gas: Captures ETFs that hold oil producers, integrated energy companies, and sometimes broader energy names. This is the most direct way to find “oil ETFs” in an equity-based sense.
Commodities: Captures funds that invest in oil as a commodity (e.g., crude oil futures, commodity pools), which is often what people mean by “an ETF for oil” rather than oil stocks.
- Exclusions:
-Leveraged Commodities, -Inverse Commodities, -Leveraged Equities, -Inverse Equities: These remove 2x/3x and short (inverse) ETFs. They:
- Are designed for short-term trading, not long‑term holding.
- Have higher volatility and path‑dependency (daily reset issues).
- Are usually not what people mean when they ask for a straightforward “oil ETF” to own.
Together, these theme filters concentrate on plain-vanilla oil and commodity exposure while filtering out niche, trading-oriented products.
stock_position_pct: LessThan10Pct
- Purpose:
To select ETFs where no single holding exceeds 10% of the portfolio.
- Rationale:
- Ensures diversification within the ETF, so you’re not effectively buying a single stock wrapped in an ETF label.
- For an “oil ETF,” this avoids funds that are extremely concentrated in just one or two companies (e.g., a single supermajor dominating the fund).
- This aligns with a typical investor’s goal when asking for an “ETF”: broad exposure to a theme (oil) rather than a concentrated bet on one issuer.
expense_ratio: max 1.0
- Purpose:
To limit results to ETFs with an annual fee of 1.0% or less.
- Rationale:
- Oil and commodity products can sometimes be expensive due to their structure (futures, roll costs, etc.).
- Capping the expense ratio at 1.0% filters out the most costly funds, focusing on relatively cost-efficient options.
- For someone just asking for “oil ETFs,” this is a sensible quality screen: you get oil exposure without overpaying in fees, which directly affects long‑term returns.
Why Results Match Your Request
- The Oil & Gas and Commodities themes specifically target ETFs that provide exposure to oil—either via oil-related companies or oil as a commodity—so they directly address your request for “oil ETFs.”
- Excluding leveraged and inverse ETFs makes the list more suitable for a typical investor looking for straightforward oil exposure, not short‑term trading products.
- The diversification (LessThan10Pct) and fee cap (expense_ratio ≤ 1.0%) aren’t explicitly requested by you, but they are standard, investor-friendly filters that:
- Improve the overall quality and risk profile of the ETFs surfaced.
- Help ensure you’re seeing broad, reasonably priced oil exposure rather than expensive or ultra-concentrated products.
So while you simply asked to “list oil ETFs,” these filters are designed to give you a curated, practical subset: plain-vanilla, diversified, and reasonably priced oil-focused ETFs.
This list is generated based on data from one or more third party data providers. It is provided for informational purposes only by Intellectia.AI, and is not investment advice or a recommendation. Intellectia does not make any warranty or guarantee relating to the accuracy, timeliness or completeness of any third-party information, and the provision of this information does not constitute a recommendation.