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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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