5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.62

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.29% CAGR

  • Back test timeframe: January 1999 – November 2023

  • Number of ETFs available in this asset class: 29

  • Number of ETFs in this asset class that are 10-years old or older: 18

XLE vs SPY: January 1999 – November 2023

XLE vs SPY: December 22, 1998 – December 8, 2023

Continue reading “5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7”

Energy Select Sector SPDR Trust (XLE) on 09/15/23 declared dividend $0.6736/sh (3.44% yield)

Energy/Select Sector SPDR Trust (NYSE:XLE) on 09/15/2023 declared a dividend of $ 0.6736 per share payable on September 21, 2023 to shareholders of record as of September 19, 2023. Dividend amount recorded is a decrease of $ 0.0322 from last dividend Paid.

Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 3.4383034706% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20230915/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.6736-per-share/

4 Best Energy Sector ETFs to Own Long-Term 1.6

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.63

  • Long-Term Performance: 8.50% CAGR

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: January 1999 – November 2022

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 17

XLE vs SPY: January 1999 – November 2022

XLE vs SPY: December 22, 1998 – December 1, 2022

Continue reading “4 Best Energy Sector ETFs to Own Long-Term 1.6”

4 Best Long-Term Performance Energy Sector ETFs 1.5

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.65

  • Long-Term Performance: 6.54% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 24

  • Number of ETFs in this asset class that are 10-years old or older: 15

XLE vs SPY: January 1999 – October 2021

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

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

Energy Select Sector SPDR Trust (XLE) declared dividend $0.5658/sh (yield 8.98%)

Energy/Select Sector SPDR Trust (NYSE:XLE) on 03/20/2020 declared a dividend of $ 0.5658 per share payable on March 26, 2020 to shareholders of record as of March 24, 2020. Dividend amount recorded is a decrease of $ 1.2254 from last dividend Paid.

Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 8.9808664322% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200320/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.5658-per-share/

4 Best Long-Term Performance Energy Sector ETFs 1.3

  •  The oldest Energy Sector ETF is The Energy Select Sector SPDR® Fund (XLE). It has outperformed an S&P 500 index fund by 0.28% CAGR since inception.
  •  There are 27 ETFs in the Morningstar Energy Equity category. 14 of these funds have inception dates before September 22, 2009
  •  This article focuses on the long-term returns of these 14 older Energy Sector ETFs

XLE vs S&P 500 Index Fund: January 1999 – August 2019

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

XLE vs SPY: December 22, 1998 – September 20, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.3”

SPDR Active ETF Trust declares quarterly distribution on funds (XLE) 3.40% Yield

SPDR MFS Systematic Core Equity ETF (NYSEARCA:SYE) – $0.3924. 30-Day SEC Yield of 1.72%.

SPDR MFS Systematic Growth Equity ETF (NYSEARCA:SYG) – $0.3218. 30-Day SEC Yield of 1.17%.

SPDR MFS Systematic Value Equity ETF (NYSEARCA:SYV) – $0.4249. 30-Day SEC Yield of 2.27%.

SPDR Portfolio Small Cap ETF (NYSEARCA:SPSM) – $0.1308. 30-Day SEC Yield of 1.58%.

SPDR Euro STOXX 50 ETF (NYSEARCA:FEZ) – $0.8166. 30-Day SEC Yield of 2.92%.

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.3461. 30-Day SEC Yield of 2.06%.

Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) – $0.1175. 30-Day SEC Yield of 1.00%.

Energy Select Sector SPDR ETF (NYSEARCA:XLE) – $0.5765. 30-Day SEC Yield of 3.40%.

Payable Jun 26; for shareholders of record Jun 24; ex-div Jun 21. 30-Day SEC yield as of Jun 19.

Why Not Just Buy XLE And Be Done With It?

Summary

  • ETFs are a great choice for those seeking instant diversification to a major trend that they might otherwise know little about.
  • Energy Select Sector SPDR ETF is one of the most popular energy ETFs, and has a 5-star rating by Morningstar.
  • While market-smashing returns can greatly accelerate your journey to financial freedom, it’s far from necessary for most investors, as long as you avoid making costly mistakes.

Read the full article at Seeking Alpha right here: https://seekingalpha.com/article/4253012-just-buy-xle-done

SPDR Active ETF Trust declares quarterly distribution on funds (XLE 3.12% Yield)

SPDR MFS Systematic Core Equity ETF (NYSEARCA:SYE) – $0.2833. 30-Day SEC Yield of 1.60%.

SPDR MFS Systematic Growth Equity ETF (NYSEARCA:SYG) – $0.1749. 30-Day SEC Yield of 1.09%.

SPDR MFS Systematic Value Equity ETF (NYSEARCA:SYV) – $0.3239. 30-Day SEC Yield of 2.14%.

SPDR Portfolio Small Cap ETF (NYSEARCA:SPSM) – $0.0993. 30-Day SEC Yield of 1.52%.

SPDR Euro STOXX 50 ETF (NYSEARCA:FEZ) – $0.0919. 30-Day SEC Yield of 2.60%.

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.2391. 30-Day SEC Yield of 2.00%.

Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) – $0.0833. 30-Day SEC Yield of 1.01%.

Energy Select Sector SPDR ETF (NYSEARCA:XLE) – $0.5136. 30-Day SEC Yield of 3.12%.

Payable Mar 20; for shareholders of record Mar 18; ex-div Mar 15. 30-Day SEC yield as of Mar 13.

Source: https://seekingalpha.com/news/3443318-spdr-active-etf-trust-declares-quarterly-distribution-funds?app=1#email_link

SPDR Active ETF Trust declares quarterly distribution on funds (XLE)

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.3186. 30-Day SEC Yield of 2.13%.

Communication Services Select Sector SPDR Fund (NYSEARCA:XLC) – $0.1342. 30-Day SEC Yield of 1.18%.

Energy Select Sector SPDR ETF (NYSEARCA:XLE) – $0.5300. 30-Day SEC Yield of 3.45%.

Financial Select Sector SPDR ETF (NYSEARCA:XLF) – $0.1449. 30-Day SEC Yield of 2.05%.

Industrial Select Sector SPDR ETF (NYSEARCA:XLI) – $0.3923. 30-Day SEC Yield of 2.16%.

Technology Select Sector SPDR ETF (NYSEARCA:XLK) – $0.2651. 30-Day SEC Yield of 1.55%.

Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) – $0.4640. 30-Day SEC Yield of 2.93%.

Utilities Select Sector SPDR ETF (NYSEARCA:XLU) – $0.4590. 30-Day SEC Yield of 3.28%.

Payable Dec 27; for shareholders of record Dec 24; ex-div Dec 21. 30-Day SEC yield as of Dec 19.

Source: Seeking Alpha https://seekingalpha.com/news/3418818-spdr-active-etf-trust-declares-quarterly-distribution-funds

Best Long-Term Performance Energy Sector ETFs 1.2

  • The oldest Energy Sector ETF available outperformed an S&P 500 index fund by 1.80% CAGR over the last 19 years
  • The Energy industry has relatively low correlation to the broad U.S. Equity market. Energy’s correlation coefficient has been 0.61 for nearly 20 years
  • There are 26 Energy ETFs available. 15 of those funds are 10 years old or older

Here’s how the oldest Energy ETF, Energy Select Sector SPDR® Fund (XLE), has performed since its’ inception date of December 16, 1998. Take note that the U.S. Market correlation is 0.61 for XLE while the S&P 500 is 0.99.

XLE vs S&P 500: January 1999 – September 2018

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

Continue reading “Best Long-Term Performance Energy Sector ETFs 1.2”

SPDR Active ETF Trust declares quarterly distribution on funds

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.2888. 30-Day SEC Yield of 1.79%.

Communication Services Select Sector SPDR ETF (NYSE:XLC) – $0.1316. 30-Day SEC Yield of 0.96%.

Energy Select Sector SPDR ETF (NYSEARCA: XLE) – $0.5131. 30-Day SEC Yield of 2.65%.

Financial Select Sector SPDR ETF (NYSEARCA:XLF) – $0.1275. 30-Day SEC Yield of 1.57%.

Industrial Select Sector SPDR ETF (NYSEARCA:XLI) – $0.3838. 30-Day SEC Yield of 1.72%.

Technology Select Sector SPDR ETF (NYSEARCA:XLK) – $0.2543. 30-Day SEC Yield of 1.29%.

Consumer Staples Select Sector SPDR ETF (NYSEARCA:XLP) – $0.3884. 30-Day SEC Yield of 2.72%.

Real Estate Select Sector SPDR ETF (NYSEARCA:XLRE) – $0.3501. 30-Day SEC Yield of 3.22%.

Utilities Select Sector SPDR ETF (NYSEARCA:XLU) – $0.4749. 30-Day SEC Yield of 3.34%.

Health Care Select Sector SPDR ETF (NYSEARCA:XLV) – $0.3670. 30-Day SEC Yield of 1.41%.

Consumer Discretionary Select Sector SPDR ETF (NYSEARCA: XLY) – $0.3512. 30-Day SEC Yield of 1.04%.

Payable Sep 26; for shareholders of record Sep 24; ex-div Sep 21. 30-Day SEC yield as of 09/20/2018.

Source: https://seekingalpha.com/news/3392267-spdr-active-etf-trust-declares-quarterly-distribution-funds

SPDR Active ETF Trust declares quarterly distribution on funds (XLE)

SPDR Dow Jones International Real Estate ETF (NYSEARCA:RWX) – $0.3592. 30-Day Sec yield of 2.98%.

SPDR S&P International Dividend ETF (NYSEARCA:DWX) – $0.7227. 30-Day Sec yield of 3.70%.

SPDR Euro STOXX 50 ETF (NYSEARCA:FEZ) – $0.8991. 30-Day Sec yield of 2.80%.

SPDR Dow Jones Global Real Estate ETF (NYSEARCA:RWO) – $0.5164. 30-Day Sec yield of 3.30%.

Materials Select Sector SPDR ETF (NYSEARCA:XLB) – $0.2798. 30-Day Sec yield of 1.81%.

Energy Select Sector SPDR ETF (NYSEARCA:XLE) – $0.5124. 30-Day Sec yield of 2.52%.

Financial Select Sector SPDR ETF (NYSEARCA:XLF) – $0.1190. 30-Day Sec yield of 1.56%.

Industrial Select Sector SPDR ETF (NYSEARCA:XLI) – $0.3016. 30-Day Sec yield of 1.81%.

Payable June 20; for shareholders of record June 18; ex-div June 15. 30-Day SEC yield as of 06/14/2018.

Source: SPDR Active ETF Trust declares quarterly distribution on funds

Closed Our Position In The Energy ETF (PXI) 5-23-18

We closed our position in the PowerShares DWA Energy Momentum Portfolio (PXI) today. I don’t foresee any problems with this ETF; we’ve just decided that we would only own one Energy equity ETF. We have chosen to keep our holdings in XLE and let go of these shares of PXI. Both are equally good, but very different Energy ETFs. Price paid $36.15. Price sold $44.26. Read why we invest in XLE right here: Discovering Value in the Top 3 Energy ETFs