Investing in a specific Sector can be a good way to diversify or specialize your portfolio.
The main S&P 500 Sectors can be easily replicated by ETFs.
The best performing Sector in the last rolling 10 years is Consumer Discretionary, that granded a +17.7% annualized return.
The worst is Energy, with a +3.4% annualized return in the last 10 years.
Last Update: September 2019
Click on the Sector name to open details of the corresponding ETF.
Main Sectors Annualized Returns, for last 1,3,5,10 years.
| ETF | S&P 500 Sector | 1Y Ann. | 3Y Ann. | 5Y Ann. | 10Y Ann. ▾ | |
|---|---|---|---|---|---|---|
| XLY | Consumer Discretionary | +4.4% | +16.3% | +14.2% | +17.7% | |
| XLK | Information Technology | +8.5% | +20.8% | +17.0% | +16.3% | |
| XLV | Healthcare | -3.7% | +9.4% | +8.8% | +14.1% | |
| XLI | Industrials | +1.2% | +12.2% | +10.1% | +13.7% | |
| XLRE | Real Estate | +24.6% | +10.2% | +11.0% | +13.4% | |
| SPY | S&P 500 | +4.1% | +13.3% | +10.7% | +13.1% | |
| XLU | Utilities | +26.9% | +13.4% | +12.7% | +12.3% | |
| XLP | Consumer Staples | +17.1% | +7.8% | +9.2% | +12.2% | |
| XLF | Financials | +3.7% | +15.3% | +10.3% | +10.6% | |
| XLB | Materials | +2.7% | +9.0% | +5.4% | +8.9% | |
| XLC | Communication Services | +3.1% | +0.5% | +3.6% | +8.4% | |
| XLE | Energy | -19.0% | -2.7% | -5.4% | +3.4% |
Last Update: September 2019
Sectors Yearly Returns. Click on Years buttons to switch date range.
| ETF | S&P 500 Sector | 2014 | 2015 | 2016 | 2017 | 2018 | (YTD) 2019 |
Last 10Y Ann. ▾ |
|
|---|---|---|---|---|---|---|---|---|---|
| XLY | Consumer Discretionary | +9.5% | +9.9% | +6.0% | +22.8% | +1.6% | +23.2% | +17.7% | |
| XLK | Information Technology | +17.9% | +5.5% | +15.0% | +34.3% | -1.7% | +31.2% | +16.3% | |
| XLV | Healthcare | +25.1% | +6.8% | -2.8% | +21.8% | +6.3% | +5.5% | +14.1% | |
| XLI | Industrials | +10.4% | -4.3% | +20.0% | +24.0% | -13.2% | +22.4% | +13.7% | |
| XLRE | Real Estate | +30.4% | +2.4% | +2.7% | +10.7% | -2.4% | +29.5% | +13.4% | |
| SPY | S&P 500 | +13.5% | +1.3% | +12.0% | +21.7% | -4.6% | +20.4% | +13.1% | |
| XLU | Utilities | +28.7% | -4.9% | +16.1% | +12.0% | +3.9% | +25.2% | +12.3% | |
| XLP | Consumer Staples | +15.7% | +6.9% | +5.0% | +13.0% | -8.1% | +23.3% | +12.2% | |
| XLF | Financials | +15.1% | -1.7% | +22.4% | +22.0% | -13.0% | +19.4% | +10.6% | |
| XLB | Materials | +7.2% | -8.7% | +16.8% | +24.0% | -14.9% | +17.0% | +8.9% | |
| XLC | Communication Services | +4.0% | +2.7% | +22.8% | -5.5% | -16.8% | +20.7% | +8.4% | |
| XLE | Energy | -8.7% | -21.5% | +28.0% | -0.9% | -18.2% | +5.9% | +3.4% |
Last Update: September 2019