E Best Long-Term Performance Energy Sector ETFs

  •  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

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

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There are currently 27 ETFs available in the Morningstar Energy Equity category. 14 of these funds have inception dates before September 22, 2009. The chart below ranks these 14 older Energy sector ETFs by long-term performance only. Each ETF was compared to the others using the back-testing tools at Portfolio Visualizer and Koyfin.

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The 4 Energy sector ETFs with the best long-term performance were XLE, VDE, IYE and IXC. The following charts represent how these 4 ETFs have performed head-to-head.

XLE vs VDE vs IYE vs IXC: October 2004 - August 2019

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XLE vs VDE vs IYE vs IXC: September 29, 2004 - September 20, 2019

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XLE vs VDE: September 29, 2004 - September 20, 2019

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VDE vs IYE: September 29, 2004 - September 20, 2019

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IYE vs IXC: November 16, 2001 - September 20, 2019

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Below are the stated objectives of each of these 4 top-performing Energy sector ETFs:

XLE - The Energy Select Sector SPDR® Fund seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Energy Select Sector Index (the "Index"). The Index seeks to provide an effective representation of the energy sector of the S&P 500 Index. Seeks to provide precise exposure to companies in the oil, gas and consumable fuel, energy equipment and services industries. Allows investors to take strategic or tactical positions at a more targeted level than traditional style based investing.

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Disclosure: We currently own shares of XLE and we intend to buy more shares in the future. I am not a professional investment advisor. Please perform you own due diligence or seek the advice of a ...

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