Caterpillar

General Electric

Raytheon Technologies

Uber

Union Pacific

Eaton

Honeywell

Automatic Data Processing

Lockheed Martin

Boeing

Industrial Select Sector SPDR Fund

XLI tracks a market cap-weighted index of industrial-sector stocks drawn from the S&P 500.

iShares Bitcoin Trust

iShares Russell 2000 ETF

Invesco Solar ETF

Energy Select Sector SPDR Fund

Financial Select Sector SPDR Fund

Donald Trump's return to the presidency has sent ripples through the stock market, triggering a surge of activity as investors recalibrate their portfolios in anticipation of a new era of economic policy. The S&P 500 rallied 2.5% on the news, its best day in nearly two years, with the Dow Jones Industrial Average surging 3.6% and the Nasdaq composite jumping 3%.

Trump's Return: Which Sectors Will Benefit Most?

Roundhill Generative AI & Technology ETF

SPDR S&P Bank ETF

SPDR S&P Regional Banking ETF

Industrials, Financials, Artificial Intelligence and Defense sectors' stocks and ETFs should see a surge in prices in Trump's presidency.

4 Sector ETFs to Gain on Trump's Triumph

Alerian MLP ETF

First Trust NASDAQ Cybersecurity ETF

Amplify Cybersecurity ETF

iShares U.S. Energy ETF

iShares U.S. Technology ETF

Invesco KBW Bank ETF

FlexShares STOXX Global Broad Infrastructure Index Fund

VanEck Vectors Oil Services ETF

Global X U.S. Infrastructure Development ETF

VanEck Vectors Semiconductor ETF

Vanguard Financials ETF

Vanguard Information Technology ETF

Vanguard Utilities ETF

Materials Select Sector SPDR Fund

Communication Services Select Sector SPDR Fund

Technology Select Sector SPDR Fund

Consumer Staples Select Sector SPDR Fund

Real Estate Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

The S&P 500 Index has returned nearly 81% since the last presidential election, with a wide disparity between sector performance. The S&P 500's gains since Nov. 3, 2020 reflect an annual return of nearly 16%, an impressive figure.

Breaking Down S&P 500 Returns by Sector Since 2020 Election

I reiterate a buy rating on the Industrial Select Sector SPDR Fund ETF due to fair valuation, strong momentum, and bullish seasonality trends. XLI has grown significantly, with assets under management rising to $19.8 billion, and offers diversified exposure across various industrial sectors. Despite a higher valuation with a P/E ratio nearing 22x, the long-term EPS growth of 11% keeps the PEG ratio reasonable.

XLI: Sticking With Industrials After A Banner 12 Months

XLI provides exposure to the U.S. industrial sector, which could benefit from ample state funding and a pivot in the monetary cycle. The fund shifted its main allocation focus to the aerospace and defence industry, which is poised to rise amid growing prospects for the aviation industry and geopolitical tensions. My rating of XLI remains Hold, despite an improved upside potential of 7%.

XLI: More Aero And Defense Exposure Came Along

MasTec

SPDR S&P Aerospace & Defense ETF

Chart Smarter ‘s Douglas Busch believes industrial stocks are poised for more gains soon.

GE Stock and 4 More Industrial Ideas From a Technical Analyst

Apple

Agree Realty

iShares Core U.S. Aggregate Bond ETF

AMC Entertainment

American Homes 4 Rent

Alexandria Real Estate Equities

Artesian Resources

CBL & Associates Properties

EastGroup Properties

EPR Properties

NETLease Corporate Real Estate ETF

Realty Income Corp

Permian Resources Corp

Rexford Industrial Realty

Simon Property Group

Vanguard Real Estate ETF

Essential Utilities

Disinflationary trends persist, with CPI showing a steady decline, despite media drama over slightly higher-than-expected figures; energy stocks remain attractive for long-term investors. Realty Income should consider breaking into smaller REITs for better growth. Protectionist tariffs hurt US manufacturing, and labor shortages loom globally.

8 Dividend Stocks On My Buy List As Inflation Keeps Dropping

Cullen/Frost Bankers

Global Medical REIT

iShares 0-3 Month Treasury Bond ETF

Sila Realty Trust Inc

SPDR S&P 500 ETF Trust

The ongoing debate on whether the economy will face a recession or achieve a soft landing continues, with mixed opinions from experts. Despite my longstanding recession prediction, the economic expansion has been extended due to delayed deployment of pandemic-era savings. Tariffs have not benefited American manufacturing, leading to higher input costs, disrupted supply chains, and a slump in manufacturing jobs and output.

7 Dividend Stocks I'm Buying As The Recession Debate Rages

The Industrial Select Sector SPDR ETF (XLI) was launched on 12/16/1998, and is a passively managed exchange traded fund designed to offer broad exposure to the Industrials - Broad segment of the equity market.

Should You Invest in the Industrial Select Sector SPDR ETF (XLI)?

The Fed's latest move to cut interest rates by 50 basis points should put the U.S. economy on track for a soft landing.

4 Sector ETFs to Play Amid Likely Soft-Landing of U.S. Economy

Advisorshares Restaurant ETF

iShares U.S. Insurance ETF

iShares U.S. Home Construction ETF

SPDR S&P Telecom ETF

Sector ETFs, which are the major beneficiaries of a rate cut, rallied to new 52-week highs.

5 Sector ETFs Scaling New Highs on Fed Rate Cuts

Industrials sector drives economic growth globally, with potential for future growth or topping formation. Industrial Select Sector SPDR Fund offers exposure to top companies in aerospace, defense, machinery, transportation, and more. XLI provides targeted sector exposure, but carries risks due to cyclical nature of industrial sector and potential for disruptive technologies.

XLI: A Great Fund For Betting On Real Economic Growth Drivers

Stock market volatility increasing, rotate to low volatile sectors like industrials. Industrials sector is fundamentally sound with prospects of steady economic expansion and double-digit earnings growth. XLI  offers targeted exposure to top-performing industrials stocks, better investment option than VIS and IYJ.

XLI: A Solid Industrials ETF For Healthy Risk-Adjusted Returns

Amplify Online Retail ETF

Proshares Online Retail ETF

Invesco S&P 500 Equal Weight ETF

VanEck Vectors Retail ETF

SPDR S&P Retail ETF

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses because they allow them to make informed decisions regarding business strategies and financial markets.

Exploring Economic Indicators: June 2024 Recession Indicators

Consumer Discretionary Select Sector SPDR Fund

Economic indicators provide insight into the overall health and performance of an economy. They are essential tools for policymakers, advisors, investors, and businesses.

Exploring Economic Indicators: June 2024 Inflation

iShares U.S. Aerospace & Defense ETF

Invesco Dynamic Building & Construction ETF

Wall Street is in great shape this year. While the S&P 500 is hitting highs continuously, some investors may be a bit clueless about finding sectors that are currently hot.

3 Sector ETFs to Buy for Q3

On this episode of the “ETF of the Week” podcast, VettaFi's Head of Research Todd Rosenbluth discussed the Global X US Infrastructure Development ETF (PAVE) with Chuck Jaffe of “Money Life.” The pair talked about several topics regarding the fund to give investors a deeper understanding of the ETF overall.

VIDEO: ETF of the Week: Global X US Infrastructure Development ETF (PAVE)

As headlines continue to be dominated by technology and semiconductor stocks, with AI advancements propelling companies like NVIDIA NASDAQ: NVDA to new heights, investors might find promising opportunities in more traditional, defensive sectors.

3 Stock Market Sectors Poised for Momentum in Q3

Exploring Economic Indicators: Retail Sales, Industrial Production, Leading Economic Index

Exploring Economic Indicators: Inflation and Consumer Sentiment

The sharp selloffs some sectors have been seeing relative to the broader market could be a sign of underlying weakness, but Janney analyst Dan Wantrobski says they are actually presenting near-term buying opportunities.

These sectors have fallen enough to start looking attractive, chart watcher says

XLI has tracked the S&P500 closely over the last year, but has recently diverged. The divergence provides insight into some of the dynamics in the broader market. XLI could catch up with SPY in the coming weeks, depending on economic data.

XLI: A Striking Divergence

Vanguard Materials ETF

SPDR S&P Homebuilders ETF

Investors could be well served by ETFs from sectors that house the top-ranked industries amid the uncertainty about the timing of Fed rate cuts.

5 Top-Ranked Sector ETFs to Buy in June

First Trust Capital Strength ETF

iShares Core S&P 500 ETF

Vanguard Dividend Appreciation ETF

Despite concerns about inflation and the likelihood of interest rates remaining high for long, U.S. stocks have shown resilience in recent weeks on earnings strength.

Time to Tap Wall Street ETFs on Earnings Strength?

iShares U.S. Utilities ETF

UBS pointed out that rapid earnings growth recorded by the big six tech giants over the past year is now ebbing. Hence, this could be the time to bet on non-cyclical sectors.

Beyond "Big Six:" Why Choose Non-Cyclical Sector ETFs?

News for Industrial Select Sector SPDR Fund ETF (XLI)