Vanguard Energy ETF

VDE

Market cap $9.94B

As the conflict in Iran continues longer than the timeframe previously outlined by the Trump administration, investors are weighing longer-term impacts to the U.S. economy and markets. Amplify ETFs CEO Christian Magoon and MFS head of ETF capital markets Jamie Harrison join CNBC's Dominic Chu on “ETF Edge” to discuss how traders are handling the volatility.

The VIX hit above 31 in late March 2026 before pulling back to roughly 19 by mid-April, and it's this kind of volatility cycle, a sharp spike followed by rapid normalization, that has historically coincided with increased activity from long-term index investors.

The markets have rotated away from tech but have created opportunities for outperformance elsewhere. The energy sector has been the biggest winner of the year thus far, but the rally may not be over yet.

Amplify ETFs CEO Christian Magoon joins CNBC's 'Halftime Report' to discuss the biggest ETF trends amid the Iran War and higher oil prices as investors position for the volatility.

The Vanguard Energy ETF has outperformed the S&P 500 by 30 percentage points year to date as the Iran conflict has pushed oil prices higher. Wall Street analysts believe the market has already priced in much of the good news where energy stocks are concerned.

As Europe confronts a new energy crisis, we explore key measures to strengthen energy security beyond simply lowering energy bills, and the potential implications for business leaders. Europe now relies on a wider range of suppliers, but paradoxically, the new geopolitical situation still leaves Europe vulnerable.

WTI crude oil is trading near $105 per barrel, a level that was unthinkable just a few months ago when prices bottomed near $57 late last year.

Oil closed out 2025 at $57.26 a barrel. Today, it is trading above $90.

The Vanguard Energy ETF holds over 100 energy stocks. Its top holdings are the three biggest oil companies.

VDE hits a new 52-week high, surging over 65% from its low as rising oil prices and Middle East tensions fuel momentum in the energy ETF.