Tag: CGW

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The 4 Best Natural Resources Sector ETFs to Own Long-Term 1.5

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 8.77% CAGR

  • S&P 500 Performance: 7.98% CAGR

  • Back test timeframe: January 1999 – December 2021

  • Number of ETFs available in this asset class: 38

  • Number of ETFs in this asset class that are 10-years old or older: 25

XLB vs SPY: January 1999 – December 2021

XLB vs SPY: December 22, 1998 – January 14, 2022

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.4

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – December 2020

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 23

XLB vs SPY: January 1999 – December 2020

XLB vs SPY: December 22, 1998 – January 8, 2021

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Best Long-Term Performance Miscellaneous Sector ETFs 1.2

So, what is a Miscellaneous Sector ETF? Here’s how Morningstar defines this sector: “Miscellaneous sector portfolios invest in specific sectors that do not fit into any of Morningstar’s existing sector categories and for which not enough funds exist to merit the creation of a separate category.” This category mostly contains ETFs that specialize in alternative energy, clean technology and water related companies. Some of the newer ETFs in this category are focused on new or exponential technologies. There are currently 25 ETFs in this category. Fourteen of these ETFs have been available for 10 years or longer. These older 14 ETFs will be the focus of this article.

The oldest ETF in the Miscellaneous Sector category is the Invesco WilderHill Clean Energy ETF (PBW). As with most of the ETFs in this category, PBW has not performed very well vs an S&P 500 index fund. The ETFs that are focused on water related companies have done well, but the alternative energy ETFs have struggled.

PBW vs S&P 500 index fund: April 2005 – February 2019

Source: https://www.portfoliovisualizer.com/

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Best Long-Term Performance Miscellaneous Sector ETFs 1.1

What exactly is a Miscellaneous Sector ETF? Morningstar defines this category as: “Miscellaneous sector portfolios invest in specific sectors that do not fit into any of Morningstar’s existing sector categories and for which not enough funds exist to merit the creation of a separate category.” ETFs that fit into this category contain companies that deal with Clean Energy, Water, Progressive Energy, Clean Technology, Alternative Energy, Uranium & Nuclear Energy, Coal and Solar Energy. The oldest ETF in the Miscellaneous Sector category is the PowerShares WilderHill Clean Energy Portfolio (PBW). The newest and most heavily traded ETF that I researched for this article is the PowerShares – Guggenheim Solar ETF (TAN).

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CGW: Please Invesco, Don’t Screw It Up!

By Maks F.S. at Seeking Alpha

Summary:

  • An update on the PowerShares S&P Global Water ETF, a daily dollar trading value-based passive ETF.
  • A look at the changes in the portfolio since our initial article.
  • A look at the fund’s performance since our initial article and the fund’s inception.
  • This idea was discussed in more depth with members of my private investing community, Income Idea.

Read on: CGW: Please Invesco, Don’t Screw It Up!