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December 2024 Equity Sectors and Styles
An overview of Sector ETF returns, valuation, and style performance
Hi YXI friends,
Today we are reviewing the performance, valuation, and CAGR of index ETFs, sector ETFs, and style ETFs.
This provides a good overview of what have done well in equities in the current environment.
It should be cautioned that those that do well in the past may not do well in the future. No investments results can ever be guaranteed.
Table of Contents
DISCLAIMER: This newsletter is strictly educational. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice.
1. 1-week versus 1-year performance
Indices and Sector Performance
Equity Styles Performance
Large-cap growth has been the runaway winner in the past year.
2. Valuation Comparison
Indices and Sectors P/E (NTM)
Style P/E (NTM)
3. Compound Annual Growth Rates (CAGR)
Indices CAGR 3, 5, 10 Years
Sectors CAGR 3, 5, 10 Years
Styles CAGR 3, 5, 10 Years
4. Name Reference
Name | Ticker |
---|---|
SPDR S&P 500 | SPY |
Nasdaq-100 | QQQ |
iShares Russell 2000 | IWM |
SPDR Dow Jones Industrial Average | DIA |
|
|
Sector: |
|
Materials | XLB |
Communications | XLC |
Energy | XLE |
Financials | XLF |
Industrials | XLI |
Technology | XLK |
Consumer Staples | XLP |
Utilities | XLU |
Health Care | XLV |
Consumer Discretionary | XLY |
Real Estate (iShares) | IYR |
Metals and Mining | XME |
Oil and Gas | XOP |
Retail | XRT |
Gold Miners | GDX |
Biotech | IBB |
Home Construction | ITB |
Semiconductor | SMH |
BlackRock | IBIT |
Valkyrie Bitcoin Miners ETF | WGMI |
Styles: | |
Large-Cap Value | IVE |
Large-Cap Growth | IVW |
Mid-Cap Value | IJJ |
Mid-Cap Growth | IJK |
Small-Cap Value | IWN |
Small-Cap Growth | IWO |
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