Tag: IYT

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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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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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