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Asset Class: Consumer Discretionary Sector
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Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)
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Long-Term Performance: 8.97% CAGR
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S&P 500 Performance: 6.30% CAGR
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Back test timeframe: January 1999 – June 2020
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Number of ETFs available in this asset class: 28
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Number of ETFs in this asset class that are 10-years old or older: 14
XLY vs SPY: January 1999 – June 2020
XLY vs SPY: December 22, 1998 – July 2, 2020
The Deep Value ETF Accumulator rankings for the 20 oldest Consumer Discretionary sector ETFs:
The 4 top ranked Consumer Discretionary sector ETFs head-to-head comparisons:
XLY vs VCR vs IYC vs RXI: October 2006 – June 2020
XLY vs VCR vs IYC vs RXI: September 21, 2006 – July 2, 2020
Stated objectives of 4 top ranked Consumer Discretionary sector ETFs:
XLY – The Consumer Discretionary Select Sector SPDR® Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Discretionary Select Sector Index (the “Index”). The Index seeks to provide an effective representation of the consumer discretionary sector of the S&P 500 Index. Seeks to provide precise exposure to companies in retail (specialty, multiline, internet and direct marketing); hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.
VCR – Seeks to track the performance of a benchmark index that measures the investment return of stocks in the consumer discretionary sector. Passively managed, using a full-replication strategy when possible and a sampling strategy if regulatory constraints dictate. Includes stocks of companies that manufacture products and provide services that consumers purchase on a discretionary basis.
IYC – The iShares U.S. Consumer Services ETF seeks to track the investment results of an index composed of U.S. equities in the consumer services sector. Exposure to U.S. companies that distribute food, drugs, general retail items, and media. Targeted access to domestic consumer services stocks. Use to express a sector view.
RXI – The iShares Global Consumer Discretionary ETF seeks to track the investment results of an index composed of global equities in the consumer discretionary sector. Exposure to companies that produce non-essential goods and services, including automobiles, apparel, and media. Targeted access to consumer discretionary stocks from around the world. Use to express a global sector view.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator articles on Consumer Discretionary sector ETFs:
Best Long-Term Performance Consumer Discretionary Sector ETFs (Consumer Cyclical) 1.2
Best Long-Term Performance Consumer Discretionary ETFs (Consumer Cyclical) 1.1
Disclosure: We currently own shares of XLY and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.