Tag: XLE

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The Deep Value ETF Accumulator Portfolio Rebalance 12-21-23

Today we rebalanced our portfolio back to its target allocations, resulting in 12 buys and 11 sells.

Top 5 buys were:

    1. SPEM – EM LARGE CAPS
    2. FEMS – EM SMALL CAPS
    3. PDN – DM SMALL CAPS
    4. XLE – ENERGY SECTOR
    5. RSPU – UTILITIES SECTOR

Top 5 sells were: 

    1. VGT – TECH SECTOR
    2. PSCC – CONSUMER STAPLES SECTOR
    3. XAR – INDUSTRIALS SECTOR
    4. FIW – MATERIALS SECTOR
    5. RWJ – US SMALL CAP VALUE

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5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.62

  • Long-Term Performance: 7.98% CAGR

  • S&P 500 Performance: 7.29% CAGR

  • Back test timeframe: January 1999 – November 2023

  • Number of ETFs available in this asset class: 29

  • Number of ETFs in this asset class that are 10-years old or older: 18

XLE vs SPY: January 1999 – November 2023

XLE vs SPY: December 22, 1998 – December 8, 2023

Continue reading “5 Best Energy Sector ETFs to Own Long-Term: IEO vs XLE vs PXE vs VDE vs IYE 1.7”

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Energy Select Sector SPDR Trust (XLE) on 09/15/23 declared dividend $0.6736/sh (3.44% yield)

Energy/Select Sector SPDR Trust (NYSE:XLE) on 09/15/2023 declared a dividend of $ 0.6736 per share payable on September 21, 2023 to shareholders of record as of September 19, 2023. Dividend amount recorded is a decrease of $ 0.0322 from last dividend Paid.

Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 3.4383034706% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20230915/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.6736-per-share/

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4 Best Energy Sector ETFs to Own Long-Term 1.6

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.63

  • Long-Term Performance: 8.50% CAGR

  • S&P 500 Performance: 7.03% CAGR

  • Back test timeframe: January 1999 – November 2022

  • Number of ETFs available in this asset class: 26

  • Number of ETFs in this asset class that are 10-years old or older: 17

XLE vs SPY: January 1999 – November 2022

XLE vs SPY: December 22, 1998 – December 1, 2022

Continue reading “4 Best Energy Sector ETFs to Own Long-Term 1.6”

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4 Best Long-Term Performance Energy Sector ETFs 1.5

  • Asset Class: Energy Sector

  • Oldest ETF back tested: The Energy Select Sector SPDR® Fund (XLE)

  • Correlation to U.S. Stock Market: 0.65

  • Long-Term Performance: 6.54% CAGR

  • S&P 500 Performance: 7.87% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 24

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

XLE vs SPY: January 1999 – October 2021

XLE vs SPY: December 22, 1998 – October 29, 2021

Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.5”

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Energy Select Sector SPDR Trust (XLE) declared dividend $0.5658/sh (yield 8.98%)

Energy/Select Sector SPDR Trust (NYSE:XLE) on 03/20/2020 declared a dividend of $ 0.5658 per share payable on March 26, 2020 to shareholders of record as of March 24, 2020. Dividend amount recorded is a decrease of $ 1.2254 from last dividend Paid.

Energy/Select Sector SPDR Trust (NYSE:XLE) has paid dividends since 1999, has a current dividend yield of 8.9808664322% and has increased its dividends for 1 successive years.

Source: https://www.dividendinvestor.com/dividend-news/20200320/energy-select-sector-spdr-trust-nyse-xle-declared-a-dividend-of-$0.5658-per-share/

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4 Best Long-Term Performance Energy Sector ETFs 1.3

  •  The oldest Energy Sector ETF is The Energy Select Sector SPDR® Fund (XLE). It has outperformed an S&P 500 index fund by 0.28% CAGR since inception.
  •  There are 27 ETFs in the Morningstar Energy Equity category. 14 of these funds have inception dates before September 22, 2009
  •  This article focuses on the long-term returns of these 14 older Energy Sector ETFs

XLE vs S&P 500 Index Fund: January 1999 – August 2019

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

XLE vs SPY: December 22, 1998 – September 20, 2019

Source: https://www.koyfin.com/home Continue reading “4 Best Long-Term Performance Energy Sector ETFs 1.3”