5 Best Natural Resources Sector ETFs to Buy and Hold: FIW vs FXZ vs RSPM vs PYZ vs VAW 1.7

  • 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: 7.78% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 51

  • Number of ETFs in this asset class that are 10-years old or older: 29

XLB vs SPY: January 1999 – January 2024

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5 Best Natural Resources ETFs to Own Long-Term 1.6

  • 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: 8.15% CAGR

  • S&P 500 Performance: 6.99% CAGR

  • Back test timeframe: January 1999 – January 2023

  • Number of ETFs available in this asset class: 42

  • Number of ETFs in this asset class that are 10-years old or older: 28

XLB vs SPY: January 1999 – January 2023

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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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4 Best Long-Term Performance Natural Resources Sector ETFs 1.3

  • Asset Class: Natural Resources Sector

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

  • Long-Term Performance: 7.07% CAGR

  • S&P 500 Performance: 6.59% CAGR

  • Back test timeframe: January 1999 – January 2020

  • Number of ETFs available in this asset class: 32

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

XLB vs SPY: January 1999 – January 2020

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Best And Worst Q1 2020: Basic Materials ETFs And Mutual Funds (FXZ)

Summary

  • The Basic Materials sector ranks seventh in Q1’20.
  • Based on an aggregation of ratings of the 156 stocks in the Basic Materials sector.
  • FXZ is our top-rated Basic Materials sector ETF and FIJFX is our top-rated Basic Materials sector mutual fund.

Read on at Seeking Alpha right here: https://seekingalpha.com/article/4321591-best-and-worst-q1-2020-basic-materials-etfs-and-mutual-funds

First Trust Materials AlphaDex Fund (FXZ) on 12/12/2019 declared a dividend of $0.2033/sh (Yield 1.59%)

Matls AlphaDex Fd Annual/First Trust Exchange-Traded Fund II (NYSE:FXZ) on 12/12/2019 declared a dividend of $ 0.2033 per share payable on December 31, 2019 to shareholders of record as of December 16, 2019. Dividend amount recorded is a decrease of $ 0.0666 from last dividend Paid.

Matls AlphaDex Fd Annual/First Trust Exchange-Traded Fund II (NYSE:FXZ) has paid dividends since 2007, has a current dividend yield of 1.5855398178% and has increased its dividends for 3 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20191212/matls-alphadex-fd-annual-first-trust-exchange-traded-fund-ii-nyse-fxz-declared-a-dividend-of-$0.2033-per-share/

Best Long-Term Performance Natural Resources Sector ETFs 1.2

  • The Natural Resource sector, also know as the Basic Materials sector has provide outstanding performance over the last 20 years
  • The oldest ETF in this sector has outperformed an S&P 500 index fund by 1.02% CAGR since its’ inception date
  • There are currently 31 ETFs available in the Natural Resources category. 14 of these ETFs have been available for 10 years or longer

Investopedia defines the Natural Resources sector this way: The basic materials sector is a category of stocks for companies involved in the discovery, development, and processing of raw materials. The sector includes companies engaged in mining and metal refining, chemical products, and forestry products. This sector has performed very well over the last 20 years. The Materials Select Sector SPDR® Fund (XLB) has an inception date of 12/16/1998. XLB is the oldest available ETF in this category. Since it’s inception date, it has outperformed an S&P 500 index fund by 1.02% CAGR. That’s a 78.47% greater gain in XLB than in the SPY ETF over 20 years. (See charts below)

XLB vs S&P 500 index fund: January 1999 – February 2019

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

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First Trust Advisors Announces Distributions for ETFs (FIW, FTCS, FVD, FGD, FXZ)

FIW NYSE Arca First Trust Water ETF Quarterly $0.0882

FTCS Nasdaq First Trust Capital Strength ETF Quarterly $0.1716

FVD NYSE Arca First Trust Value Line® Dividend Index Fund Quarterly $0.1459

FGD NYSE Arca First Trust Dow Jones Global Select Dividend Index Fund Quarterly $0.1064

FXZ NYSE Arca First Trust Materials AlphaDEX® Fund Quarterly $0.0801

The following dates apply to today’s distribution declarations:

Expected Ex-Dividend Date: March 21, 2019
Record Date: March 22, 2019
Payable Date: March 29, 2019

Source: https://www.businesswire.com/news/home/20190320005808/en/

First Trust declares quarterly distributions (FXZ)

First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD) – $0.0712.

First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG) – $0.5624.

First Trust Energy AlphaDEX Fund (NYSEARCA:FXN) – $0.0452.

First Trust Financials AlphaDEX Fund (NYSEARCA:FXO) – $0.1325.

First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR) – $0.0634.

First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU) – $0.0924.

First Trust Materials AlphaDEX Fund (NYSEARCA:FXZ) – $0.1125.

First Trust Small Cap Value AlphaDEX Fund (NASDAQ:FYT) – $0.1156.

First Trust Small Cap Core AlphaDEX Fund (NASDAQ:FYX) – $0.0932.

Payable Sept. 28; for shareholders of record Sept. 17; ex-div Sept. 14.

Source: https://seekingalpha.com/news/3390393-first-trust-declares-quarterly-distributions?app=1#email_link

First Trust declares quarterly distributions (FXZ)

First Trust Consumer Discretionary AlphaDEX Fund (NYSEARCA:FXD) – $0.1302.

First Trust Consumer Staples AlphaDEX Fund (NYSEARCA:FXG) – $0.1793.

First Trust Technology AlphaDEX Fund (NYSEARCA:FXL) – $0.0223.

First Trust Energy AlphaDEX Fund (NYSEARCA:FXN) – $0.0305.

First Trust Financials AlphaDEX Fund (NYSEARCA:FXO) – $0.1719.

First Trust Industrials/Producer Durables AlphaDEX Fund (NYSEARCA:FXR) – $0.0863.

First Trust Utilities AlphaDEX Fund (NYSEARCA:FXU) – $0.1876.

First Trust Materials AlphaDEX Fund (NYSEARCA:FXZ) – $0.1447.

Payable June 29; for shareholders of record June 22; ex-div June 21.

Source: Seeking Alpha – First Trust declares quarterly distributions

Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1

What is the ‘Basic Materials Sector’? Here’s a good definition of this sector as provided by Investopedia: “The basic materials sector is a category of stocks for companies involved in the discovery, development and processing of raw materials. The sector includes the mining and refining of metals, chemical products and forestry products. The basic materials sector is sensitive to changes in the business cycle. Because companies in this sector supply materials for construction, they depend on a strong economy.

XLB vs S&P 500: January 1999 – April 2018

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

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