Tag: XLY

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5 Best Consumer Discretionary ETFs to Own Long Term 2.8

  1. VCR – Vanguard Consumer Discretionary Index Fund ETF Shares
  2. XLY – The Consumer Discretionary Select Sector SPDR® Fund
  3. IYC – iShares US Consumer Discretionary ETF
  4. PEJ – Invesco Dynamic Leisure and Entertainment ETF
  5. XHB – SPDR® S&P Homebuilders ETF

VCR vs XLY vs IYC vs PEJ vs XHB: Koyfin back test

VCR vs XLY vs IYC vs PEJ vs XHB: Testfol.io back test

VCR vs XLY vs IYC vs PEJ vs XHB: Portfolio Visualizer fund info

16 oldest Consumer Discretionary ETFs back tested in this research:

Morningstar data on 16 oldest Consumer Discretionary ETFs:

Thank you for reading the Deep Value ETF Investor blog.

Micah

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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

Continue reading “5 Best Consumer Discretionary Sector ETFs to Own Long-Term 1.7”

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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

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