Tag: RGI

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4 Best Industrials Sector ETFs to Own Long-Term 1.6

  • 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: 8.04% CAGR

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: January 1999 – November 2022

  • Number of ETFs available in this asset class: 29

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

XLI vs SPY: January 1999 – November 2022

XLI vs SPY: December 22, 1998 – December 9, 2022

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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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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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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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