Tag: IYE

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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

Continue reading “5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7”

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4 Best Long-Term Performance Energy Sector ETFs 1.3

  •  The oldest Energy Sector ETF is The Energy Select Sector SPDR® Fund (XLE). It has outperformed an S&P 500 index fund by 0.28% CAGR since inception.
  •  There are 27 ETFs in the Morningstar Energy Equity category. 14 of these funds have inception dates before September 22, 2009
  •  This article focuses on the long-term returns of these 14 older Energy Sector ETFs

XLE vs S&P 500 Index Fund: January 1999 – August 2019

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

XLE vs SPY: December 22, 1998 – September 20, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.3”