Tag: FUTY

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5 Best Utilities Sector ETFs to Own Long Term 2.9

  1. RSPU – Invesco S&P 500® Equal Weight Utilities ETF
  2. XLU – The Utilities Select Sector SPDR® Fund
  3. FUTY – Fidelity MSCI Utilities Index ETF
  4. VPU – Vanguard Utilities ETF
  5. FXU – First Trust Utilities AlphaDEX® Fund

RSPU vs XLU vs FUTY vs VPU vs FXU: Koyfin back test

RSPU vs XLU vs FUTY vs VPU vs FXU: Testfol.io back test

RSPU vs XLU vs FUTY vs VPU vs FXU: Portfolio Visualizer fund info

Morningstar data on 9 oldest Utilities Sector ETFs:

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Micah 

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5 Best Utilities Sector ETFs to Own Long-Term: RSPU vs XLU vs VPU vs IDU vs FUTY 1.7

  • Asset Class: Utilities Sector

  • Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)

  • Correlation to U.S. Stock Market: 0.44

  • Long-Term Performance: 6.66% CAGR

  • S&P 500 Performance: 7.46% CAGR

  • Back test timeframe: January 1999 – December 2023

  • Number of ETFs available in this asset class: 12

  • Number of ETFs in this asset class that are 10-years old or older: 9

XLU vs SPY: January 1999 – December 2023

XLU vs SPY: December 22, 1998 – January 5, 2024

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