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Exchange-Traded Fund (ETF) Profiles -- INDUSTRIAL
SPDR (XLI)
 You
might as well call this exchange-traded fund "the General Electric
(GE) fund," as more than 22% of its value is tied up in that firm.
However, GE is not the whole story. The Industrial SPDR (XLI) invests in
conglomerates like GE (which, when taken together with GE account for
33% of the fund) as well as aerospace and defense (17%) and even
services firms (11%) such as UPS (UPS), which comprises 7.5% of the
fund's value. XLI also has a small transportation component, which is a
pity since airlines have been a long-term loser for investors. Overall,
however, the fund is pro-cyclical, and if the economy continues to grow,
then this fund will perform well (especially if we finally see strong
growth in manufacturing).
| Industrial
SPDR (XLI) |
|
|
|
| Type: |
Sector |
|
|
|
|
| Similar
funds: |
Materials SPDR (XLB) |
|
|
|
| Options?: |
Yes, illiquid |
|
|
|
|
|
|
|
|
|
|
| Performance
Data |
|
|
|
|
| YTD High: |
$26.65 |
12/19/2003 |
|
Annualized
return since: |
| YTD Low: |
$20.65 |
3/12/2003 |
|
One-year |
30.03% |
| YTD
Return: |
29.63% |
As of close 11/21/03 |
Three-year |
-3.32% |
|
|
|
|
Five-year |
N/A |
| Dividends: |
$0.14 |
past 12-mos |
Life of fund* |
3.90% |
| Expense
Ratio: |
0.28% |
|
|
*
- Started trading 12/22/1998 |
|
|
|
|
|
|
| Correlation
Data* |
(1/02/02-11/30/03) |
Holdings* |
(as of 12/1/2003) |
| Dow
Jones Industrials |
92.1% |
|
General Electric (GE) |
20.64% |
| S&P
500 |
|
91.0% |
|
United Parcel Service (UPS) |
7.63% |
| Nasdaq
Composite |
79.3% |
|
3M Company (MMM) |
6.07% |
| Nasdaq-100 |
|
76.3% |
|
Tyco International (TYC) |
4.69% |
|
|
|
|
United Technologies (UTX) |
4.11% |
| XLB |
|
82.7% |
|
Boeing (BA) |
3.25% |
|
|
|
|
Caterpillar Inc. (CAT) |
2.73% |
|
|
|
|
Emerson Elec. (EMR) |
2.54% |
|
|
|
|
Honeywell Intl. (HON) |
2.49% |
|
|
|
|
Illinois Took Works (ITW) |
2.42% |
|
|
|
|
* Percent top ten are of total |
56.57% |
|
|
|
|
|
|
| Average
Daily Volume |
|
Average
Daily Price Range |
| Nov-03 |
289,629 |
|
|
Nov-03 |
1.2% |
| 2003 YTD |
319,793 |
|
|
2003 YTD |
1.8% |
| 2002 |
179,312 |
|
|
2002 |
2.5% |
| *
- Correlation measures how closely the two items track each
other |
|
*
Includes prior day's close (true range) |
|
|
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