Check it out at ETF . com: https://www.etf.com/tools/etf-comparison/PHO-vs-FIW#block-cr-performance
5 Best Natural Resources Sector ETFs to Own Long Term 2.8
- FIW – First Trust Water ETF
- RSPM – Invesco S&P 500® Equal Weight Materials ETF
- FXZ – First Trust Materials AlphaDEX® Fund
- PYZ – Invesco Dorsey Wright Basic Materials Momentum ETF
- PHO – Invesco Water Resources ETF
Koyfin Back Test:
Test Folio Back Test:
Portfolio Visualizer ETF Fund Information:
Universe of Natural Resources ETFs Back Tested:
Thanks for reading.
Micah McDonald (aka The Deep Value ETF Investor)
Best Long-Term Performance Miscellaneous Sector ETFs 1.2
So, what is a Miscellaneous Sector ETF? Here’s how Morningstar defines this sector: “Miscellaneous sector portfolios invest in specific sectors that do not fit into any of Morningstar’s existing sector categories and for which not enough funds exist to merit the creation of a separate category.” This category mostly contains ETFs that specialize in alternative energy, clean technology and water related companies. Some of the newer ETFs in this category are focused on new or exponential technologies. There are currently 25 ETFs in this category. Fourteen of these ETFs have been available for 10 years or longer. These older 14 ETFs will be the focus of this article.
The oldest ETF in the Miscellaneous Sector category is the Invesco WilderHill Clean Energy ETF (PBW). As with most of the ETFs in this category, PBW has not performed very well vs an S&P 500 index fund. The ETFs that are focused on water related companies have done well, but the alternative energy ETFs have struggled.
PBW vs S&P 500 index fund: April 2005 – February 2019
Source: https://www.portfoliovisualizer.com/
Continue reading “Best Long-Term Performance Miscellaneous Sector ETFs 1.2”
Best Long-Term Performance Miscellaneous Sector ETFs 1.1
What exactly is a Miscellaneous Sector ETF? Morningstar defines this category as: “Miscellaneous sector portfolios invest in specific sectors that do not fit into any of Morningstar’s existing sector categories and for which not enough funds exist to merit the creation of a separate category.” ETFs that fit into this category contain companies that deal with Clean Energy, Water, Progressive Energy, Clean Technology, Alternative Energy, Uranium & Nuclear Energy, Coal and Solar Energy. The oldest ETF in the Miscellaneous Sector category is the PowerShares WilderHill Clean Energy Portfolio (PBW). The newest and most heavily traded ETF that I researched for this article is the PowerShares – Guggenheim Solar ETF (TAN).
Continue reading “Best Long-Term Performance Miscellaneous Sector ETFs 1.1”