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Upturn AI Summary
VanEck Oil Services ETF(OIH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for OIH
09/25/2026: OIH (3-star) is a SELL. SELL for 4 days. Simulated Profits (-4.40%). Updated daily EoD!
The VanEck Oil Services ETF (OIH) provides investors with concentrated, institutional-grade access to the US oil services sector through a market-cap-weighted portfolio. It is highly valued for its liquidity and status as a primary benchmark for drilling and equipment services, making it a top choice for tactical sector exposure. However, investors must be prepared for extreme volatility and high cyclicality, as performance is deeply tied to global oil prices and E&P capital expenditure. The fund is best suited for active investors who can monitor energy market trends, as it carries significant concentration risk and is susceptible to long-term energy transition threats.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | OIH offers growth potential during cyclical upturns but lacks the long-term consistent compounding of broader growth indices. |
| Momentum investor | Strong fit while signal remains positive | Oil services stocks often exhibit strong momentum during energy price rallies, making it a viable tool for tactical traders. |
| Value investor | Mixed fit | Value investors may find entry points during sector troughs, though the cyclical nature requires precise timing. |
| Dividend/Income investor | Weak fit | This sector is known for high volatility and variable dividends rather than stable income generation. |
| Low-risk investor | Weak fit | The extreme sector concentration and commodity sensitivity make this fund inappropriate for low-risk portfolios. |
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated individual or institutional participant seeking tactical, commodity-sensitive exposure to the energy sector.
Suitability
OIH is better suited for active traders or investors with a high risk tolerance who are looking to capitalize on cyclical sector trends rather than long-term buy-and-hold investors.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | High | The oil services sector is notoriously volatile, often experiencing sharp price swings based on oil price movements. |
| Market risk | Medium / high | The fund is susceptible to broad market downturns in addition to sector-specific economic shifts. |
| Concentration | High | OIH is highly concentrated in a single industry, which limits diversification benefits. |
| Tracking/expense | Low | The fund has a competitive expense ratio and generally efficient tracking of its underlying index. |
| Liquidity | Low | The ETF itself is highly liquid, reducing the risk of wide slippage during normal trading conditions. |
| Business/sector quality | Medium | The business model of these companies is tied to capital-intensive energy projects, which are sensitive to debt levels and interest rates. |
Risk Analysis
Volatility
OIH exhibits significant historical volatility, often exceeding the broader stock market, reflecting its concentration in a commodity-linked sector.
Market Risk
Risks are primarily tied to cyclical energy prices and the economic sensitivity of the clients (E&P firms) that the underlying holdings serve.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Industry | Oil & Gas Equipment and Services | 98.5 | This sector allocation ensures that investors receive direct performance exposure to the oilfield services industry. |
| Cash/collateral | Cash and Cash Equivalents | 1.5 | Small cash holdings are maintained for liquidity purposes and to facilitate index rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type ETF | Historic Profit 9.32% | Avg. Invested days 43 | Today’s Advisory SELL |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/25/2026 |
ETF Fundamentals 
Source: EOD Historical Data • Updated Sep 27, 2026
Fund Basics
| Metric | Value |
|---|---|
| Fund Size (AUM) | $1.98B |
| Issuer | VanEck |
| Expense Ratio | 0.35000000000000003% |
| Distribution Yield | 1.13% |
| Inception | Dec 20, 2011 |
Performance
| Period | Total Return |
|---|---|
| YTD | +38.73% |
| 1 Year | +57.69% |
| 3 Year | +6.40% |
| 5 Year | +18.69% |
| 10 Year | -1.63% |
Risk Metrics
| Metric | Value |
|---|---|
| 1Y Volatility | 31.86% |
| 3Y Volatility | 28.85% |
| 3Y Sharpe Ratio | 0.31 |
Ratings
| Metric | Value |
|---|---|
| Morningstar Rating | ★★★★★ |
| Sustainability Rating | 3 / 5 |
| Benchmark | MSCI ACWI NR USD |
Market Cap Distribution
| Cap Size | Weight |
|---|---|
| Mid Cap | 53.03% |
| Small Cap | 32.28% |
| Micro Cap | 13.68% |
Top Sectors
| Sector | Weight |
|---|---|
| Energy | 98.90% |
| Industrials | 1.10% |
| Basic Materials | 0.00% |
| Consumer Cyclicals | 0.00% |
Asset Allocation
Portfolio Characteristics
| Metric | Value |
|---|---|
| Portfolio P/E | 25.44x |
| Portfolio P/B | 2.19x |
| Portfolio P/S | 1.75x |
| Holdings Turnover | 17.0% |
Top Holdings
| Holding | Weight |
|---|---|
| Schlumberger NV | 19.70% |
| Baker Hughes | 11.80% |
| TechnipFMC | 6.61% |
| Halliburton | 6.19% |
| Tenaris SA ADR | 5.25% |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
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