Tag: Industrials

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4 Best Long-Term Performance Industrials Sector ETFs 1.5

  • Asset Class: Industrials Sector

  • Oldest ETF back tested: The Industrial Select Sector SPDR® Fund (XLI)

  • Correlation to U.S. Stock Market: 0.89

  • Long-Term Performance: 8.49% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 16

XLI vs SPY: January 1999 – October 2021

XLI vs SPY: December 22, 1998 – November 19, 2021

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4 Best Long-Term Performance Industrials Sector ETFs 1.4

  • Asset Class: Industrials Sector

  • Oldest ETF back tested: The Industrial Select Sector SPDR® Fund (XLI)

  • Correlation to U.S. Stock Market: 0.89

  • Long-Term Performance: 7.24% CAGR

  • S&P 500 Performance: 6.50% CAGR

  • Back test timeframe: January 1999 – October 2020

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 14

XLI vs SPY: January 1999 – October 2020

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iShares U.S. Aerospace & Defense ETF (ITA) 09/22/2020 declared dividend $0.4084/sh (yield 1.63%)

iShares U.S. Aerospace & Defense ETF/iShares Trust (BATS:ITA) on 09/22/2020 declared a dividend of $ 0.4084 per share payable on September 29, 2020 to shareholders of record as of September 24, 2020. Dividend amount recorded is a decrease of $ 0.0097 from last dividend Paid.

iShares U.S. Aerospace & Defense ETF/iShares Trust (BATS:ITA) has paid dividends since 2006, has a current dividend yield of 1.6283584833% and has increased its dividends for 4 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200922/ishares-u.s.-aerospace–defense-etf-ishares-trust-bats-ita-declared-a-dividend-of-$0.4084-per-share/ 

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iShares U.S. Aerospace & Defense ETF (ITA) Declares Dividend Increase – $1.06 Per Share (Yield 1.88%)

iShares U.S. Aerospace & Defense ETF (BATS:ITA) announced a quarterly dividend on Monday, December 16th, Wall Street Journal reports. Investors of record on Tuesday, December 17th will be given a dividend of 1.0571 per share on Friday, December 20th. This represents a $4.23 annualized dividend and a yield of 1.88%. The ex-dividend date of this […]
— Read on rivertonroll.com/news/2019/12/17/ishares-u-s-aerospace-defense-etf-batsita-declares-dividend-increase-1-06-per-share.html

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4 Best Long-Term Performance Industrials Sector ETFs 1.3

  • The oldest Industrials sector ETF has outperformed an S&P 500 index fund by 1.33% CAGR over the last 20 years
  • There are 27 ETFs available in the Morningstar Industrials category
  • 13 of these ETFs are 10 years old or older
  • This article will focus on the long-term performance of these 13 older ETFs

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

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iShares U.S. Aerospace & Defense ETF (ITA) Dividend of $0.59 on September 30th (1.00% Yield)

iShares U.S. Aerospace & Defense ETF (BATS:ITA) declared a — dividend on Tuesday, September 24th, Wall Street Journal reports. Stockholders of record on Wednesday, September 25th will be paid a dividend of 0.5853 per share on Monday, September 30th. This represents a dividend yield of 1%. The ex-dividend date of this dividend is Tuesday, September […]
— Read on techknowbits.com/2019/09/26/ishares-u-s-aerospace-defense-etf-ita-to-issue-dividend-of-0-59-on-september-30th.html

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iShares U.S. Aerospace & Defense ETF (ITA) to Issue Quarterly Dividend of $0.58 (1.18% yield)

iShares U.S. Aerospace & Defense ETF (BATS:ITA) declared a quarterly dividend on Wednesday, March 20th, Wall Street Journal reports. Stockholders of record on Thursday, March 21st will be paid a dividend of 0.5844 per share on Tuesday, March 26th. This represents a $2.34 dividend on an annualized basis and a dividend yield of 1.18%. The […]
— Read on www.fairfieldcurrent.com/news/2019/03/21/ishares-u-s-aerospace-defense-etf-ita-to-issue-quarterly-dividend-of-0-58.html

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Best Long-Term Performance Industrials Sector ETFs 1.2

  • The oldest available Industrials sector ETF has outperformed an S&P 500 index fund by 1.45% CAGR over the last 20 years
  • There are currently 23 Industrials sector ETFs available; 13 of these are 10 years old or older
  • The best performing Industrials sector ETF has outperformed an S&P 500 index fund by 4.41% CAGR over the last 12 years

The Industrial Select Sector SPDR® Fund (XLI) is the oldest available Industrials sector ETF. Its’ inception date was December 16, 1998. Since inception, this ETF has outperformed an S&P 500 index fund by 1.45% CAGR. In the chart below, you can see the benefit of this outperformance where a $10k investment in XLI grew to $42k while a $10k investment in the S&P 500 only grew to $32k. This sector ETF also has a market correlation of 0.88, which can be useful when building a diversified equity portfolio.

XLI vs S&P 500 index fund: January 1999 – November 2018

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

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Best Long-Term Performance Industrials Sector ETFs 1.1

If you’ve considered putting a portion of your portfolio in the Industrials sector, I’d like to demonstrate how I came up with what I believe are the best ETFs in this sector. But, before I get into the performance of the Industrials sector ETFs, I’d like to give a brief description of it. Because many ETFs can be classified into more than one sector, I have settled on using Morningstar’s categories in determining what sector an ETF belongs in. Morningstar describes the Industrial sector as: “Companies that manufacture machinery, hand-held tools and industrial products. This sector also includes aerospace and defense firms as well as companies engaged in transportation and logistics services. Companies in this sector include 3M, Boeing and Siemens.” Now, let’s move on to performance.

The oldest Industrial Sector ETF available is the Industrial Select Sector SPDR® Fund (XLI). XLI’s inception date was 12/16/1998. By using this ETF, we can back-test this sector with nearly 20 years of data and see how this it has held up through two major market downturns.

XLI vs. S&P 500 January 1999 – December 2017

Source: Portfolio Visualizer

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