Tag: PYZ

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5 Best Natural Resources Sector ETFs to Own Long Term 2.8

  1. FIW – First Trust Water ETF
  2. RSPM – Invesco S&P 500® Equal Weight Materials ETF
  3. FXZ – First Trust Materials AlphaDEX® Fund
  4. PYZ – Invesco Dorsey Wright Basic Materials Momentum ETF
  5. 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)

 

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5 Best Natural Resources Sector ETFs to Buy and Hold: FIW vs FXZ vs RSPM vs PYZ vs VAW 1.7

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.78% CAGR

  • S&P 500 Performance: 7.50% CAGR

  • Back test timeframe: January 1999 – January 2024

  • Number of ETFs available in this asset class: 51

  • Number of ETFs in this asset class that are 10-years old or older: 29

XLB vs SPY: January 1999 – January 2024

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5 Best Natural Resources ETFs to Own Long-Term 1.6

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 8.15% CAGR

  • S&P 500 Performance: 6.99% CAGR

  • Back test timeframe: January 1999 – January 2023

  • Number of ETFs available in this asset class: 42

  • Number of ETFs in this asset class that are 10-years old or older: 28

XLB vs SPY: January 1999 – January 2023

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.4

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Correlation to U.S. Stock Market: 0.81

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – December 2020

  • Number of ETFs available in this asset class: 33

  • Number of ETFs in this asset class that are 10-years old or older: 23

XLB vs SPY: January 1999 – December 2020

XLB vs SPY: December 22, 1998 – January 8, 2021

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4 Best Long-Term Performance Natural Resources Sector ETFs 1.3

  • Asset Class: Natural Resources Sector

  • Oldest ETF back tested: The Materials Select Sector SPDR® Fund (XLB)

  • Long-Term Performance: 7.07% CAGR

  • S&P 500 Performance: 6.59% CAGR

  • Back test timeframe: January 1999 – January 2020

  • Number of ETFs available in this asset class: 32

  • Number of ETFs in this asset class that are 10-years old or older: 15

XLB vs SPY: January 1999 – January 2020

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Best Long-Term Performance Natural Resources Sector ETFs 1.2

  • The Natural Resource sector, also know as the Basic Materials sector has provide outstanding performance over the last 20 years
  • The oldest ETF in this sector has outperformed an S&P 500 index fund by 1.02% CAGR since its’ inception date
  • There are currently 31 ETFs available in the Natural Resources category. 14 of these ETFs have been available for 10 years or longer

Investopedia defines the Natural Resources sector this way: The basic materials sector is a category of stocks for companies involved in the discovery, development, and processing of raw materials. The sector includes companies engaged in mining and metal refining, chemical products, and forestry products. This sector has performed very well over the last 20 years. The Materials Select Sector SPDR® Fund (XLB) has an inception date of 12/16/1998. XLB is the oldest available ETF in this category. Since it’s inception date, it has outperformed an S&P 500 index fund by 1.02% CAGR. That’s a 78.47% greater gain in XLB than in the SPY ETF over 20 years. (See charts below)

XLB vs S&P 500 index fund: January 1999 – February 2019

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

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Best Long-Term Performance Natural Resources (Basic Materials) Sector ETFs 1.1

What is the ‘Basic Materials Sector’? Here’s a good definition of this sector as provided by Investopedia: “The basic materials sector is a category of stocks for companies involved in the discovery, development and processing of raw materials. The sector includes the mining and refining of metals, chemical products and forestry products. The basic materials sector is sensitive to changes in the business cycle. Because companies in this sector supply materials for construction, they depend on a strong economy.

XLB vs S&P 500: January 1999 – April 2018

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

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