Tag: BRK.B

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5 Financials Sector ETFs to Buy and Hold Forever: KBWP vs BRK.B vs KIE vs IAK vs IAI 1.7

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 4.92% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 24

XLF vs SPY: January 1999 – January 2024

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4 Best Financials Sector ETFs to Own Long-Term 1.6

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.82

  • Long-Term Performance: 4.52% CAGR

  • S&P 500 Performance: 6.74% CAGR

  • Back test timeframe: January 1999 – December 2022

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 22

XLF vs SPY: January 1999 – January 2022

XLF vs SPY: December 22, 1998 – January 13, 2023

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4 Best Long-Term Performance Financials Sector ETFs 1.5

  • Asset Class: Financials Sector

  • Oldest ETF back tested: The Financial Select Sector SPDR® Fund (XLF)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 5.39% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 22

XLF vs SPY: January 1999 – October 2021

XLF vs SPY: December 22, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance Financials Sector ETFs 1.5”