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Asset Class: Industrials Sector
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Oldest ETF back tested: The Industrial Select Sector SPDR® Fund (XLI)
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Correlation to U.S. Stock Market: 0.89
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Long-Term Performance: 8.49% CAGR
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S&P 500 Performance: 7.87% CAGR
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Back test timeframe: January 1999 – October 2021
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Number of ETFs available in this asset class: 30
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Number of ETFs in this asset class that are 10-years old or older: 16
XLI vs SPY: January 1999 – October 2021
XLI vs SPY: December 22, 1998 – November 19, 2021
The Deep Value ETF Accumulator rankings for the 16 oldest Industrials Sector ETFs:
The 4 top ranked Industrials sector ETFs head-to-head comparisons:
XAR vs RGI vs PPA vs XTN: October 2011 – October 2021
XAR vs RGI vs PPA vs XTN: September 29, 2011 – November 19, 2021
Stated objectives of 4 top ranked Industrials sector ETFs:
XAR – The SPDR® S&P® Aerospace & Defense ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Aerospace & Defense Select Industry® Index (the “Index”). Seeks to provide exposure to the Aerospace & Defense segment of the S&P TMI, which comprises the following sub-industries: Aerospace & Defense. Seeks to track a modified equal weighted index which provides the potential for unconcentrated industry exposure across large, mid and small cap stocks. Allows investors to take strategic or tactical positions at a more targeted level than traditional sector based investing.
RGI – The Invesco S&P 500® Equal Weight Industrials ETF (Fund) is based on the S&P 500® Equal Weight Industrials Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index equally weights stocks in the industrials sector of the S&P 500® Index. The Fund and the Index are rebalanced quarterly.
PPA – The Invesco Aerospace & Defense ETF (Fund) is based on the SPADE™ Defense Index (Index). The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Index. The Index is designed to identify a group of companies involved in the development, manufacturing, operations and support of US defense, homeland security and aerospace operations. The Fund and the Index are rebalanced and reconstituted quarterly.
XTN – The SPDR® S&P® Transportation ETF seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the S&P® Transportation Select Industry Index (the “Index”). Seeks to provide exposure to the transportation segment of the S&P TMI, comprises the following sub-industries: Air Freight & Logistics, Airlines, Airport Services, Highways & Rail Tracks, Marine, Marine Ports & Services, Railroads, and Trucking. Seeks to track a modified equal weighted index which provides the potential for unconcentrated industry exposure across large, mid and small cap stocks. Allows investors to take strategic or tactical positions at a more targeted level than traditional sector based investing.
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 article on Industrials sector ETFs:
4 Best Long-Term Performance Industrials Sector ETFs 1.4
Disclosure: We currently own shares of ITA and we intend sell those shares in the next 72 hours. We intend to buy shares of XAR in the next 72 hours. I am not a professional investment advisor. Please perform your 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.