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Asset Class: Utilities Sector
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Oldest ETF back tested: The Utilities Select Sector SPDR® Fund (XLU)
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Correlation to U.S. Stock Market: 0.44
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Long-Term Performance: 6.66% CAGR
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S&P 500 Performance: 7.46% CAGR
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Back test timeframe: January 1999 – December 2023
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Number of ETFs available in this asset class: 12
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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
