Sector & Industry ETF Weekly Recap: Energy Leads Performance as Tech Sheds Assets

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Weekly Channel Summary

The Sector & Industry ETF channel, consisting of 268 ETFs across 55 issuers, currently holds a total of $930B in assets under management. Over the past week, the channel saw net positive inflows of $0.18B. This activity continues a broader trend of steady asset gathering, with the channel bringing in $24.62B year-to-date and an impressive $38.64B over the past 1-year period.

This Week’s Performance Leaders and Laggards

Performance across the channel was largely mixed this week. Energy led the pack, gaining 0.96% week-to-date and solidifying an exceptionally strong year-to-date return of 31.72%. Conversely, Materials struggled as the primary lagging category, declining -7.11% for the week, though the sector remains up a solid 15.88% year-to-date.

Category Performance Snapshot

Category WTD 1 Month 3 Month 6 Month YTD 1 Year
Energy 0.96% 24.41% 6.54% 19.84% 31.72% 41.43%
Comm Services -1.10% -0.77% 0.47% -0.70% 2.91% 18.76%
Utilities -2.17% 9.15% 6.96% 8.58% 12.98% 26.16%
Financials -2.48% -4.07% -6.98% -1.86% -0.81% 10.54%
Real Estate -2.55% 6.16% 1.15% 6.35% 4.75% 8.54%
Information Technology -3.18% -0.67% -3.50% -3.06% 11.77% 39.99%
Consumer Discretionary -3.36% -2.27% -4.63% -2.44% -3.15% 10.80%
Industrial -3.60% 10.92% -1.10% 13.20% 15.80% 38.11%
Health Care -4.49% -1.60% -3.43% -1.57% 11.29% 13.17%
Consumer Staples -4.94% 9.79% -2.58% 9.34% 4.48% 5.35%
Materials -7.11% 12.36% -3.32% 16.59% 15.88% 27.65%

Top & Bottom 5 ETFs by Weekly Performance

Looking at individual funds within the broader channel, the IGV (iShares Expanded Tech-Software Sector ETF) was the single best-performing ETF with an impressive 7.75% week-to-date gain. Conversely, the JETS (U.S. Global Jets ETF) and PSI (Invesco Semiconductors ETF) were the two worst-performing ETFs, falling -10.96% and -9.89%, respectively.

Ticker Fund Name WTD Performance
Top Performers
IGV iShares Expanded Tech-Software Sector ETF 7.75%
WDAF WisdomTree Asia Defense Fund 7.38%
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF 6.74%
PXE Invesco Energy Exploration & Production ETF 5.51%
IEO iShares U.S. Oil & Gas Exploration & Production ETF 5.19%
Bottom Performers
JETS U.S. Global Jets ETF -10.96%
PSI Invesco Semiconductors ETF -9.89%
PBEU Portfolio Building Block European Banks Index ETF -9.85%
DVXB WEBs Materials XLB Defined Volatility ETF -9.33%
XTN State Street SPDR S&P Transportation ETF -9.18%

Analyzing the Weekly Flows

Overall, the Sector & Industry channel generated total net flows of $177M this week. Energy received the most inflows by a wide margin, attracting $1,810M to push its total category AUM to $65.6B. Utilities also experienced significant investor interest, gathering $733M over the last 5 days. Conversely, Information Technology saw the most dramatic contraction, leading the channel with outflows of -$1,339M.

Category Flows Summary

Category Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Energy 32 $65.6B $1,810M $3,646M $8,267M $8,633M $1,648M
Utilities 11 $40.5B $733M $868M $221M -$539M $5,422M
Real Estate 52 $89.8B $540M $1,869M $2,910M $955M $5,543M
Consumer Staples 13 $29.8B $432M $1,282M $756M $1,018M -$164M
Industrial 28 $82.6B $363M $3,230M $8,990M $7,662M $14,882M
Consumer Discretionary 15 $33.9B $205M $13M -$621M -$1,376M -$3,274M
Materials 10 $13.0B $114M $697M $2,023M $1,716M $1,172M
Comm Services 7 $35.3B -$605M -$626M -$808M -$1,191M $1,363M
Financials 34 $93.8B -$998M -$4,812M -$1,823M -$1,338M -$4,583M
Health Care 32 $97.4B -$1,079M -$525M $507M $1,607M $1,178M
Information Technology 33 $348.1B -$1,339M $5,541M $7,326M $7,472M $15,448M

Top & Bottom 5 ETFs by 5-Day Flow

Looking at specific products, IGV (iShares Expanded Tech-Software Sector ETF) defied the broader tech sector outflows, taking the top spot with $1,210M in inflows. On the downside, VGT (Vanguard Information Technology ETF) and XLI (State Street Industrial Select Sector SPDR ETF) suffered the heaviest redemptions, losing -$2,396M and -$822M, respectively.

Ticker Fund Name 5-Day Flow
Inflows
IGV iShares Expanded Tech-Software Sector ETF $1,210M
XLE State Street Energy Select Sector SPDR ETF $949M
XLU State Street Utilities Select Sector SPDR ETF $652M
IYR iShares U.S. Real Estate ETF $486M
ITA iShares U.S. Aerospace & Defense ETF $468M
Outflows
VGT Vanguard Information Technology ETF -$2,396M
XLI State Street Industrial Select Sector SPDR ETF -$822M
XLV State Street Health Care Select Sector SPDR ETF -$815M
XLF State Street Financial Select Sector SPDR ETF -$726M
XLC State Street Communication Services Select Sector SPDR ETF -$538M

Issuer League Table Update

In the issuer rankings, SPDR and Vanguard remain the dominant top two providers by market share within the channel, capturing 41.28% and 24.79% of the assets, respectively. This week, iShares gathered the most momentum, leading all issuers with $2,456M in net inflows, while Vanguard saw the largest outflows at -$2,225M.

Top 5 Issuers by AUM

Brand Fund Count AUM AUM Market Share
SPDR 28 $383.85B 41.28%
Vanguard 12 $230.53B 24.79%
iShares 49 $151.72B 16.32%
VanEck 12 $50.14B 5.39%
Fidelity 12 $34.04B 3.66%

Top & Bottom 3 Issuers by 5-Day Flow

Brand 5-Day Flow
Inflows
iShares $2,456M
First Trust $158M
SPDR $121M
Outflows
Vanguard -$2,225M
Fidelity -$210M
JPMorgan -$63M

For a deeper dive into these trends, access our FREE, in-depth Sector & Industry ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.