Tag: IDU

• Asset Class: Utilities Sector

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

• Correlation to U.S. Stock Market: 0.43

• Long-Term Performance: 7.32% CAGR

• S&P 500 Performance: 7.03% CAGR

• Back test timeframe: January 1999 – November 2022

• Number of ETFs available in this asset class: 12

• Number of ETFs in this asset class that are 10-years old or older: 8

XLU vs SPY: January 1999 – November 2022

XLU vs SPY: December 22, 1998 – December 2, 2022

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

• Asset Class: Utilities Sector

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

• Correlation to U.S. Stock Market: 0.40

• Long-Term Performance: 7.09% CAGR

• S&P 500 Performance: 6.50% CAGR

• Back test timeframe: January 1999 – October 2020

• Number of ETFs available in this asset class: 13

• Number of ETFs in this asset class that are 10-years old or older: 8

XLU vs SPY: January 1999 – October 2020

XLU vs SPY: December 22, 1998 – October 30, 2020

Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.4”

• The oldest Utilities Sector ETF has outperformed an S&P 500 index fund by 1.07% CAGR over the last 20 years
• The Utilities Sector has low correlation to broad U.S. Equity Markets
• There are 13 ETFs in the Morningstar Utilities category
• 7 of these Utilities Sector ETFs have been available for 10 years or longer
• This article will show the long-term performance of these 7 older Utilities Sector ETFs

XLU vs S&P 500 index fund: January 1999 – October 2019

Continue reading “4 Best Long-Term Performance Utilities Sector ETFs 1.3”