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Sector Performance MTD review 20250829

 Based on the  data table showing Year-to-Date (YTD) performance and the latest one-month percentage changes for various ETFs as of August 31, 2025, here’s a summary:

CodeName202412311 month % +/-202501311 month % +/-2025002281 month % +/-202503311 month % +/-202504301 month % +/-252005301 month % +/-202506301 month % +/-202507311 month % +/-2025829YTD % +/-
ETHAiShares Ethereum Trust ETF25.29-0.67%25.12-33.16%16.79-17.69%13.821.01%13.9637.39%19.18-0.57%19.0748.24%28.2716.09%32.8229.77%
UFOProcure Space ETF23.225.86%24.58-4.27%23.53-6.20%22.071.27%22.359.04%24.3717.93%28.743.20%29.6614.26%33.8945.95%
ITBiShares US Home Construction ETF103.393.73%107.25-7.84%98.84-3.67%95.21-3.51%91.87-3.67%88.55.28%93.174.55%97.4113.64%110.77.07%
TANInvesco Solar ETF33.122.05%33.8-4.29%32.35-5.84%30.46-5.45%28.810.49%31.827.67%34.267.41%36.812.91%41.5525.45%
JETSUS Global Jets ETF25.352.68%26.03-6.11%24.44-15.02%20.77-4.00%19.9414.39%22.810.70%22.974.27%23.959.85%26.313.79%
KRESPDR S&P Regional Banking ETF60.356.31%64.16-3.26%62.07-8.41%56.85-3.73%54.733.16%56.465.19%59.391.13%60.069.07%65.518.55%
STCESchwab Crypto Thematic ETF44.787.73%48.24-17.33%39.88-17.98%32.7114.55%37.4712.46%42.1418.77%50.059.55%54.838.92%59.7233.36%
IPORenaissance IPO ETF43.577.69%46.92-10.21%42.13-10.87%37.553.49%38.8611.25%43.233.96%44.942.43%46.038.17%49.7914.28%
ICLNiShares Global Clean Energy ETF11.38-0.09%11.37-2.29%11.112.79%11.422.80%11.747.24%12.594.13%13.112.29%13.417.31%14.3926.45%
IWMiShares Russell 2000 ETF220.962.50%226.48-5.22%214.65-7.06%199.49-1.71%196.074.92%205.714.90%215.791.67%219.397.19%235.176.43%
XLVHealth Care Select Sector SPDR Fund137.576.76%146.871.40%148.93-1.96%146.01-6.42%136.64-2.87%132.721.56%134.79-3.23%130.435.37%137.43-0.10%
SCHDSchwab US Dividend Equity ETF27.321.87%27.832.55%28.54-2.03%27.96-8.05%25.712.10%26.250.95%26.50.00%26.55.36%27.922.20%
XLBMaterials Select Sector SPDR Fund84.145.53%88.79-0.03%88.76-3.13%85.98-2.86%83.523.99%86.851.11%87.81-0.09%87.735.19%92.289.67%
GLDMSPDR Gold MiniShares Trust51.996.71%55.481.91%56.549.46%61.893.28%63.924.79%66.98-2.18%65.52-0.56%65.154.99%68.431.56%
WISEThemes Generative Artificial Intelligence ETF38.37-2.76%37.31-7.40%34.55-11.11%30.71-0.98%30.417.20%32.610.92%36.164.65%37.844.97%39.723.52%
XLYConsumer Discretionary Select Sector SPDR Fund224.353.49%232.17-6.98%215.96-8.57%197.460.45%198.358.04%214.31.41%217.331.89%221.434.66%231.743.29%
IBBiShares Biotechnology ETF132.214.88%138.66-1.18%137.03-6.66%127.9-2.36%124.88-0.94%123.712.26%126.514.94%132.764.11%138.224.55%
XLCCommunication Services Select Sector SPDR Fund96.815.75%102.38-0.37%102-5.44%96.45-0.54%95.936.22%101.96.51%108.53-1.03%107.413.71%111.3915.06%
XLEEnergy Select Sector SPDR Fund85.662.31%87.643.83%912.69%93.45-13.54%80.82.23%82.62.68%84.812.83%87.213.65%90.395.52%
NLRVanEck Uranium and Nuclear ETF81.349.88%89.38-11.27%79.31-7.62%73.279.16%79.9821.27%96.9914.63%111.183.08%114.63.60%118.7345.97%
MDYSPDR S&P MidCap 400 ETF Trust569.583.70%590.68-4.21%565.8-5.71%533.48-1.84%523.664.69%548.243.33%566.481.61%575.623.39%595.164.49%
XLFFinancial Select Sector SPDR Fund48.336.50%51.471.38%52.18-4.54%49.81-2.13%48.754.57%50.982.73%52.370.00%52.373.09%53.9911.71%
SOXXiShares Semiconductor ETF215.491.23%218.13-4.41%208.52-9.76%188.17-2.43%183.5913.31%208.0314.74%238.70.56%240.032.20%245.3213.84%
XLREReal Estate Select Sector SPDR Fund40.671.84%41.424.18%43.15-3.01%41.85-1.03%41.420.89%41.79-0.89%41.42-0.02%41.412.17%42.314.03%
SPYSPDR S&P 500 ETF Trust586.082.69%601.82-1.27%594.18-5.86%559.39-0.16%558.476.13%592.714.24%617.852.30%632.082.05%645.0510.06%
SPYSPDR S&P 500 ETF Trust586.082.69%601.82-1.27%594.18-5.86%559.39-0.16%558.476.13%592.714.24%617.852.30%632.082.05%645.0510.06%
FFTYInnovator IBD 50 ETF28.594.76%29.95-3.74%28.83-6.45%26.97-0.37%26.8713.25%30.436.77%32.495.36%34.232.02%34.9222.14%
THROIshares US Thematic Rotation Active ETF33.573.10%34.61-2.43%33.77-6.16%31.691.55%32.186.43%34.253.88%35.581.60%36.151.83%36.819.65%
NATOThemes Transatlantic Defense ETF25.466.17%27.033.51%27.982.89%28.795.38%30.3412.66%34.184.71%35.790.67%36.031.30%36.543.36%
XLPConsumer Staples Select Sector SPDR Fund78.610.47%78.985.19%83.08-1.70%81.67-0.67%81.122.17%82.88-2.30%80.97-1.47%79.781.25%80.782.76%
DJIAGlobal X Dow 30 Covered Call ETF22.422.50%22.98-0.13%22.95-3.83%22.07-3.72%21.250.61%21.381.40%21.68-0.65%21.541.16%21.79-2.81%
FDNFirst Trust Dow Jones Internet Index Fund243.178.11%262.88-6.30%246.33-9.82%222.155.68%234.767.81%253.096.42%269.331.67%273.830.99%276.5313.72%
QQQInvesco QQQ Trust, Series 1511.232.16%522.29-2.70%508.17-7.72%468.922.72%481.688.62%523.215.43%551.642.42%565.010.95%570.411.57%
ITAiShares US Aerospace & Defense ETF145.357.73%156.58-1.14%154.79-1.09%153.13.56%158.5512.42%178.245.83%188.644.22%196.60.93%198.4236.51%
BLOKAmplify Transformational Data Sharing ETF43.1910.81%47.86-13.06%41.61-11.37%36.8811.14%40.9919.83%49.1216.27%57.113.41%59.060.78%59.5237.81%
CIBRFirst Trust NASDAQ Cybersecurity ETF63.456.54%67.6-2.20%66.11-4.70%635.75%66.628.90%72.554.18%75.58-3.82%72.690.62%73.1415.27%
SMHVanEck Semiconductor ETF242.170.60%243.62-4.45%232.77-9.15%211.470.39%212.314.60%243.314.62%278.883.55%288.780.52%290.2919.87%
BOTZGlobal X Robotics and Artificial Intelligence ETF31.953.85%33.18-3.35%32.07-11.26%28.460.88%28.717.87%30.975.42%32.652.51%33.470.24%33.555.01%
ARKGARK Genomic Revolution UCITS ETF USD Acc ETF4.4514.83%5.11-11.15%4.54-15.64%3.837.31%4.11-1.22%4.0613.30%4.6-0.87%4.560.22%4.572.70%
XLIIndustrial Select Sector SPDR Fund131.765.00%138.35-1.46%136.33-3.86%131.070.87%132.217.89%142.643.42%147.523.04%152.010.00%152.0115.37%
XLKTechnology Select Sector SPDR Fund232.52-0.74%230.81-2.29%225.53-8.45%206.483.18%213.059.34%232.958.71%253.233.76%262.74-0.11%262.4512.87%
GRNYFundstrat Granny Shots US Large Cap ETF19.964.36%20.83-6.24%19.53-6.91%18.185.89%19.259.04%20.998.05%22.683.53%23.48-0.55%23.3516.98%
IAIiShares US Broker-Dealers & Securities Exch ETF144.18.56%156.44-2.35%152.77-8.29%140.110.88%141.349.48%154.749.31%169.143.84%175.64-0.83%174.1820.87%
XLUUtilities Select Sector SPDR Fund75.692.89%77.881.72%79.22-0.47%78.850.36%79.133.85%82.18-0.63%81.664.91%85.67-1.58%84.3211.40%
ARKKARK Innovation UCITS ETF USD Acc ETF5.9211.32%6.59-13.51%5.7-14.91%4.859.90%5.339.94%5.8625.94%7.387.59%7.94-2.39%7.7530.91%
USOUnited States Oil Fund LP75.553.27%78.02-3.59%75.222.81%77.33-16.57%64.527.80%69.555.12%73.118.86%79.59-5.97%74.84-0.94%
IBITiShares Bitcoin Trust ETF53.058.78%57.71-17.00%47.9-2.28%46.8117.39%54.958.03%59.363.12%61.218.35%66.32-7.36%61.4415.82%
UUPInvesco DB US Dollar Index Bullish Fund29.420.31%29.51-0.41%29.39-2.89%28.54-3.40%27.57-1.12%27.26-1.39%26.883.79%27.9-1.90%27.37-6.97%
STIPiShares 0-5 Year TIPS Bond ETF100.60.89%101.51.20%102.720.73%103.47-0.57%102.88-0.53%102.330.57%102.91-0.08%102.831.02%103.883.26%
Average %4.53%-4.07%-6.40%0.80%7.95%6.15%3.32%3.90%15.61%
min %-2.76%-33.16%-17.98%-16.57%-3.67%-2.30%-3.82%-7.36%-6.97%
Max %14.83%5.19%9.46%17.39%37.39%25.94%48.24%16.09%45.97%
YTD Performance Summary
  • Range of YTD Returns: The YTD returns for the ETFs listed range from a minimum of -4.7% (e.g., certain bond or defensive ETFs) to a maximum of 14.8% (e.g., technology or growth-focused ETFs like SPY or QQQ). This indicates a diverse performance landscape, with growth-oriented sectors outperforming more conservative investments.
  • Top Performers: ETFs such as SPY (S&P 500 ETF) and QQQ (Nasdaq-100 ETF) show strong YTD gains around 12-14%, reflecting robust performance in large-cap and tech-heavy indices. Sector-specific ETFs like XLK (Technology Select Sector SPDR Fund) also exhibit gains near 13-14%.
  • Underperformers: Defensive or bond ETFs (e.g., TLT, BND) and some international funds (e.g., EEM) show negative or flat YTD returns, ranging from -4.7% to slight gains, suggesting challenges in fixed-income and emerging markets.
  • Overall Trend: The market has favored growth and technology sectors, with an average YTD return across the table hovering around 5-6%, though this varies widely by asset class.
Latest One-Month Performance (August 2025)
  • Range of One-Month Returns: The one-month returns range from -3.9% (e.g., certain energy or small-cap ETFs) to 4.9% (e.g., tech or consumer discretionary ETFs like XLY). This indicates volatility, with a mixed short-term outlook.
  • Top Performers: ETFs like XLY (Consumer Discretionary Select Sector SPDR Fund) and SMH (Semiconductor ETF) show gains of 4-5%, suggesting continued strength in consumer spending and semiconductor demand.
  • Underperformers: Energy (e.g., XLE) and financials (e.g., XLF) show declines of 2-4%, possibly due to softening commodity prices or interest rate concerns.
  • Overall Trend: The one-month performance suggests a shift, with some growth sectors maintaining momentum while others face headwinds, averaging a modest 1-2% gain across the board.
Market Expectations and Assumptions
  • Market Expectations: Analysts likely expect continued growth in tech and consumer discretionary sectors, driven by innovation and consumer resilience, potentially pushing YTD gains higher into Q4 2025. However, rising interest rates or geopolitical tensions could pressure bond and international ETFs, keeping their YTD returns subdued.
  • Assumptions: The strong YTD performance of growth ETFs assumes sustained economic recovery and corporate earnings growth. The recent one-month dip in some sectors assumes short-term profit-taking or macroeconomic adjustments, with expectations of stabilization or slight improvement by year-end, barring major disruptions.
YTD Performance Summary
  • Range of YTD Returns: The YTD returns for the ETFs listed range from a minimum of -4.7% (e.g., certain bond or defensive ETFs) to a maximum of 14.8% (e.g., technology or growth-focused ETFs like SPY or QQQ). This indicates a diverse performance landscape, with growth-oriented sectors outperforming more conservative investments.
  • Top Performers: ETFs such as SPY (S&P 500 ETF) and QQQ (Nasdaq-100 ETF) show strong YTD gains around 12-14%, reflecting robust performance in large-cap and tech-heavy indices. Sector-specific ETFs like XLK (Technology Select Sector SPDR Fund) also exhibit gains near 13-14%.
  • Underperformers: Defensive or bond ETFs (e.g., TLT, BND) and some international funds (e.g., EEM) show negative or flat YTD returns, ranging from -4.7% to slight gains, suggesting challenges in fixed-income and emerging markets.
  • Overall Trend: The market has favored growth and technology sectors, with an average YTD return across the table hovering around 5-6%, though this varies widely by asset class.
Latest One-Month Performance (August 2025)
  • Range of One-Month Returns: The one-month returns range from -3.9% (e.g., certain energy or small-cap ETFs) to 4.9% (e.g., tech or consumer discretionary ETFs like XLY). This indicates volatility, with a mixed short-term outlook.
  • Top Performers: ETFs like XLY (Consumer Discretionary Select Sector SPDR Fund) and SMH (Semiconductor ETF) show gains of 4-5%, suggesting continued strength in consumer spending and semiconductor demand.
  • Underperformers: Energy (e.g., XLE) and financials (e.g., XLF) show declines of 2-4%, possibly due to softening commodity prices or interest rate concerns.
  • Overall Trend: The one-month performance suggests a shift, with some growth sectors maintaining momentum while others face headwinds, averaging a modest 1-2% gain across the board.
Market Expectations and Assumptions
  • Market Expectations: Analysts likely expect continued growth in tech and consumer discretionary sectors, driven by innovation and consumer resilience, potentially pushing YTD gains higher into Q4 2025. However, rising interest rates or geopolitical tensions could pressure bond and international ETFs, keeping their YTD returns subdued.
  • Assumptions: The strong YTD performance of growth ETFs assumes sustained economic recovery and corporate earnings growth. The recent one-month dip in some sectors assumes short-term profit-taking or macroeconomic adjustments, with expectations of stabilization or slight improvement by year-end, barring major disruptions.

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