State Street Energy Select Sector SPDR ETF

XLE

Market cap $28.3B

A golden yield-and-growth combo is something most investors assume they'll rarely find. Defensive income machines keep quietly compounding at double-digit rates. This trio could change how you think about dividend ETFs.

An oilfield services company, a proxy to profit from Latin America, and a coal stock.

A massive U.S. industrial shift is quietly accelerating beneath the surface. Two beaten-down dividend stocks sit directly in the path of this boom. The setup combines yield, growth, and valuation in a way I rarely see.

I see both XLE and VDE as buys, with a slight preference for XLE due to its lower expense ratio and concentration in sector behemoths. Current valuations and cautious market expectations for oil majors like create asymmetry, offering potential upside if positive catalysts emerge. Optionality from possible US expansion into Venezuela could benefit XLE's (and VDE) largest holdings, though execution risks and geopolitical uncertainties remain high.

US Energy Secretary Chris Wright joins Bloomberg's "Balance of Power: Late Edition" on the Trump Administration's outline to work with top oil companies in Venezuela.

CNBC's Kate Rooney joins 'Closing Bell' on how retail traders are investing at the start of 2026.

These yields look risky at first glance. However, the market is missing important details. These are rare setups that could deliver income and upside at the same time.

The energy sector saw a sharp bid on Monday, Jan. 5, following developments tied to Venezuela's oil industry and updated U.S. policy direction. Headlines over the weekend highlighted plans to re-engage U.S. companies in Venezuela's energy infrastructure, which has suffered from years of sanctions and operational constraints.

Energy ETFs like XLE draw focus after Trump vows US control of Venezuela's oil, drawing attention to firms tied to the nation's vast reserves.

The 'Fast Money' traders react to market reaction to Maduro's capture.