Tag: IEO

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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

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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

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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

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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/

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