Tag: VCR

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5 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.7

VCR vs XLY vs IYC vs PEJ vs XHB

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.88

  • Long-Term Performance: 9.29% CAGR

  • S&P 500 Performance: 7.80% CAGR

  • Back test timeframe: January 1999 – March 2024

  • Number of ETFs available in this asset class: 32

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

XLY vs SPY: January 1999 – March 2024

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5 Best Consumer Discretionary Sector ETFs to Own Long-Term: VCR vs XLY vs IYC vc PEJ vs PBS 1.5

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.87

  • Long-Term Performance: 8.71% CAGR

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: January 1999 – May 2023

  • Number of ETFs available in this asset class: 35

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

XLY vs SPY: January 1999 – May 2023

XLY vs SPY: December 22, 1998 – June 12, 2023

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4 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.5

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.88

  • Long-Term Performance: 9.15% CAGR

  • S&P 500 Performance: 7.12% CAGR

  • Back test timeframe: January 1999 – May 2022

  • Number of ETFs available in this asset class: 37

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

XLY vs SPY: January 1999 – May 2022

XLY vs SPY: December 22, 1998 – June 7, 2022

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4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.4

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Correlation to U.S. Markets: 0.88

  • Long-Term Performance: 10.30% CAGR

  • S&P 500 Performance: 7.56% CAGR

  • Back test timeframe: January 1999 – April 2021

  • Number of ETFs available in this asset class: 30

  • Number of ETFs in this asset class that are 10-years old or older: 14

XLY vs SPY: January 1999 – April 2021

XLY vs SPY: December 22, 1998 – May 7, 2021

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4 Best Long-Term Performance Consumer Discretionary Sector ETFs 1.3

  • Asset Class: Consumer Discretionary Sector

  • Oldest ETF back tested: The Consumer Discretionary Select Sector SPDR® Fund (XLY)

  • Long-Term Performance: 8.97% CAGR

  • S&P 500 Performance: 6.30% CAGR

  • Back test timeframe: January 1999 – June 2020

  • Number of ETFs available in this asset class: 28

  • Number of ETFs in this asset class that are 10-years old or older: 14

XLY vs SPY: January 1999 – June 2020

XLY vs SPY: December 22, 1998 – July 2, 2020

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Best Long-Term Performance Consumer Discretionary Sector ETFs (Consumer Cyclical) 1.2

Does the Consumer Discretionary sector have a history of good long-term returns?

The oldest available Consumer Discretionary sector ETF is the Consumer Discretionary Select Sector SPDR® Fund (XLY). Its’ inception date was 12/16/1998.

XLY vs S&P500 index fund: January 1999 – June 2019

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

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