Here is a list of the holdings of the Can oil stocks ETF:XEG. The chart of the ratio of XEG/Crude is below. The Can stks have been underperforming Crude since Jan/09. Once again currency differences seem to be a major factor in trading between Can and U.S. stocks.
Top Daily Holdings* as of 04-Apr-2012 View all holdings Holding % of Fund
SUNCOR ENERGY INC. 17.33%
CANADIAN NATURAL RESOURCES LTD. 12.77%
CENOVUS ENERGY INC. 9.16%
ENCANA CORP. 4.95%
TALISMAN ENERGY INC. 4.59%
CRESCENT POINT ENERGY CORP. 4.48%
IMPERIAL OIL LTD. 4.01%
CANADIAN OIL SANDS LTD. 3.53%
NEXEN INC. 3.29%
PENN WEST PETROLEUM LTD. 3.08%
Total: 67.19%