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More Reading from MarketBeat.com 3 ETFs to Avoid as Oil Shock Hits MarketsAuthor: Dan Schmidt. Publication Date: 3/12/2026. 
Key Points - Oil-price volatility is pressuring energy-sensitive areas like consumer discretionary, airlines, and European equities.
- Three widely traded ETFs tied to those exposures are showing weakening technicals as the conflict drags on.
- In the near term, investors may want to reduce exposure to the most fuel- and sentiment-sensitive pockets of the market.
- Special Report: 3 tickers just showed unusual early patterns. See the Trading Ideas report now.
 A new energy shock has struck global markets as the U.S.-Israeli conflict with Iran enters its second week. Oil prices briefly topped $115 per barrel in the overnight session on Sunday, March 8, before settling back under $90 by Monday evening. Still, oil prices have jumped more than 30% in the last month, and gas prices are quickly approaching a $4-per-gallon average in the U.S. Energy disruptions have a global impact, but not every country or sector is affected equally. A few market areas could feel more pressure than others, and the funds covering them are ones investors might want to sidestep while the conflict plays out. Sectors and Asset Classes Hit Hardest By Oil Shocks When an energy shock hits, investors typically follow a familiar playbook to try to offset risk. The oil and gas sector has obvious tailwinds from prices nearing $100/bbl, and consumer staples tend to hold up well when people notice higher prices at the pump. But three sectors that are frequently punished harder than the rest include: - Consumer Discretionary - This sector is among the first to feel the squeeze because an oil shock is an immediate, in-your-face signal. Anyone who commutes or drives regularly feels the impact as gasoline becomes more expensive quickly. Every extra dollar spent filling a gas tank is one less spent shopping online, ordering takeout, or funding a home improvement project. Even consumers who don't drive experience sticker shock because gas prices are visible at every intersection and convenience store, which can dampen economic sentiment. Additionally, companies in the consumer discretionary industry face many input costs influenced by fuel prices, such as shipping and warehousing. If these costs rise rapidly, companies selling discretionary goods will face an added margin headwind that can't always be passed on to customers.
- Airlines - Fuel costs are a significant burden, accounting for up to 35% of operating expenses. Oil shocks put the airline industry in a tight spot because fuel prices can surge overnight while fares and route schedules are often locked in months in advance and can't be adjusted quickly. Airlines also face a trickle-down effect from weaker consumer sentiment; if travelers feel a squeeze on their wallets, they'll likely choose cheaper options or postpone trips altogether.
- European Equities - This scenario played out in 2022 when Russia invaded Ukraine and pushed oil prices above $100/bbl. We discussed Europe's struggles to absorb oil shocks when the fighting began because the region depends heavily on energy imports and has limited domestic capacity to meet demand. Policy and geology both play a role, but until Europe achieves a higher level of decarbonization, it will continue to feel an outsized impact from geopolitical decisions beyond its borders.
Consider Selling These 3 ETFs as Oil Prices Surge The Iran war just opened up the biggest opportunity to invest in gold since 2023, and there's a new way for ordinary investors to buy gold with the click of a button and pay zero storage fees—but I do not recommend this revolutionary new gold investment because there's a better way to own gold. Right now, four tiny gold stocks are trading at discounts as deep as 96% and could hand you potential gains of 10X or more—to double your money in gold, the gold price has to rise by another $5,000 per ounce, but these four undervalued stocks only need to rise to the fair value of the gold they already hold as proven reserves for you to potentially 10X your stake. Right now, they're still selling at discounts of between 59% and 96%. See my top four picks for the coming gold mania One advantage of ETFs is that you can find a fund for nearly any corner of the market, and the three sectors mentioned above have plenty of liquid options. Here are three funds to consider trimming while the war continues in Iran. Consumer Discretionary ETF XLY Faces Mounting Pressure The Consumer Discretionary Select Sector SPDR Fund (NYSEARCA: XLY) is the largest ETF covering the sector by a substantial margin, with more than $22 billion in assets under management (AUM) and a tiny 0.03% expense ratio. But in the current environment, its liquidity makes it easy to sell, and its biggest holdings like Amazon Inc. (NASDAQ: AMZN) and Tesla Inc. (NASDAQ: TSLA) will likely suffer if consumers begin delaying big-ticket purchases because of rising energy costs. The ETF has plunged over the last few weeks, breaking below the 50-day and 200-day moving averages as it erases four months' worth of gains. The Moving Average Convergence Divergence (MACD) confirms the bearish momentum and is now consolidating while prices hover below the 200-day. If the conflict proves lengthy, this consolidation could lead to more selling and new lows for XLY. 
The Vanguard FTSE Europe ETF Loses Momentum as European Stocks Pull Back The Vanguard FTSE Europe ETF (NYSEARCA: VGK) is a $30 billion fund that holds some of Europe's largest public companies like Roche Holding (OTCMKTS: RHHBY), Novartis (NYSE: NVS), SAP (NYSE: SAP), and LVMH-Moet Hennessy (OTCMKTS: LVMUY). But its holdings are also concentrated in some of the most energy-sensitive countries in Europe, such as Germany, France, and the U.K. European stocks have outperformed U.S. peers over the last two years, but VGK is down more than 5% this month, and its year-to-date (YTD) gain has dwindled to just 1%. VGK recently broke below short-term support at the 50-day moving average, and the next key level to watch is the 200-day moving average. The MACD illustrates the speed and intensity of the drawdown, and sellers now control momentum. If shares can't hold the 200-day moving average, downward pressure will likely intensify. 
The U.S. Global Jets ETF Is Vulnerable in a Risk-Off Market The U.S. Global Jets ETF (NYSEARCA: JETS) faces several headwinds from the current situation. It's a smaller, more expensive fund that investors likely don't consider a core holding and will be quick to sell. In addition to holding major U.S. airline stocks, JETS also includes travel-related names like Expedia Group (NASDAQ: EXPE) and TripAdvisor Inc. (NASDAQ: TRIP), which are affected by disrupted routes and pullbacks in consumer travel spending. JETS is down more than 15% in the last month, and the bearish momentum isn't showing signs of easing. The ETF broke below the 200-day moving average during the decline, the first breach of that level since last August. The MACD is also flashing more bearish signals than it has since the Liberation Day tariff debacle last April, suggesting the bottom may not be in yet. 
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