Over the past 12 months, information technology has been by far the best performing sector and has significantly outperformed the performance of the broader ASX 200 index.
Here are some lists.
Sectoral performances:
- ASX 200: +8.72% over the past year (up 20.51% over the last five years)
- XIJ: +53.67% over the past year (increasing 90.73% over five years)
- XFJ: +30.64% over one year (up 43.48% over five years)
- XDJ: +23.21% over one year (up 43.75% over five years)
- XPJ: +19.78% over one year (up 9.84% over five years)
- XNJ: +12.86% over one year (up 7.27% over five years)
- XUJ: +11.1% over one year (up 8.15% over five years)
- XHJ: +7.85% over one year (up 8.63% over five years)
- XTJ: +5.01% over one year (up 26.94% over five years)
- XSJ: -3.11% over one year (down 6.38% over five years)
- XMJ: -15.53% over one year (up 15.54% over five years)
- XEJ: -20.27% over one year (down 27.64% over five years)
Some ETFs:
- BetaShares S&P/ASX Australian Technology ETF (ASX:ATEC). Up 42.82% YoY to $29.75. This ETF aims to replicate the performance of the S&P/ASX All Technology Index (which is broader than the XIJ).
- BetaShares NASDAQ 100 ETF (ASX:NDQ). Up 37.14% YoY to $51.36. This ETF provides exposure to 100 of the largest non-financial companies listed on NASDAQ.
- FANG+ ETF from Global X (ASX: FANG). Up 59.71% over the past 12 months to $33.54. The objective is to replicate the price and yield performance of the NYSE FANG+ Index. Its main holdings are currently Nvidia, Broadcom, CrowdStrike, Alphabet (parent company of Google), Apple, ServiceNow, Netflix, Amazon, Meta (owner of Facebook) and Microsoft.
Performance of the largest companies in the XIJ by market capitalization:
- WiseTech Global (ASX:WTC): 67.67% to $124.01. Specializing in logistics software solutions, with a market capitalization of approximately $41.48 billion.
- Xero (ASX:XRO): 53.26% to $168.66. Provides cloud-based accounting software for small and medium-sized businesses, with a market capitalization of approximately $25.79 billion.
- Technology 1 (ASX:TNE): 103.58% to $30.72. Develops enterprise software solutions, with a market capitalization of approximately $10.06 billion.
- NEXTDC (ASX:NXT): 16.02% to $15.35. Provides data center services, with a market capitalization of approximately $9.83 billion.
- LIFE360 (ASX:360): 204.51% to $22.26. Offers family-focused location sharing and security services through its mobile app, with a market capitalization of approximately $4.05 billion.
- Codan (ASX:ACD): 91.41% at $16.27. Manufactures communications equipment and metal detection technologies, serving the mining, security and humanitarian sectors, with a market capitalization of approximately $2.95 billion.
- Macquarie Technology Group (ASX:MAQ): 32.23% at $86. Provides managed IT services, cloud hosting and data center solutions to businesses and governments, with a market capitalization of approximately $2.22 billion.
- NUIX (ASX:NXL): 239.39% at $6.16. Specializing in forensic data analysis and e-discovery software, used for legal, regulatory and investigative purposes, with a market capitalization of approximately $2.04 billion.
- Iresse (ASX:IRE): 16.52% to $9.31. Develops financial services software, including trading, wealth management and retirement administration platforms, with a market capitalization of approximately $1.74 billion.
- Siteminder (ASX:DTS): 17.38% to $6.01. Provides cloud-based hotel management and distribution software, enabling properties to manage online reservations and visibility, with a market capitalization of approximately $1.68 billion.
Top XIJ Players Above $150M Market Cap:
Many ETFs that track the ASX 200 index show similar performance:
- SPDR S&P/ASX 200 ETF (ASX:STW): Up 8.9%.
- iShares Core S&P/ASX 200 ETF (ASX:IOZ): Up 8.53%.
- Vanguard Australian Equity Index ETF (ASX:VAS) (which tracks the ASX 300): up 8.87%.
- BetaShares Australia 200 ETF (ASX: A200) (which tracks the Solactive Australia 200 Index): up 9.12%.
The S&P 500 is up 26.50% year-over-year. Some relevant ETFs listed on the ASX:
- SPDR S&P 500 ETF Trust (ASX: SPY): Up 37.1% year-on-year.
- BlackRock iShares S&P 500 ETF (ASX:IVV): Up 37.18%.
- BetaShares S&P 500 Equal Weight ETF (ASX: QUS): Up 19.76% (it tracks the S&P 500 Equal Weight Index, where all companies are equally weighted rather than weighted by market cap).
- Vanguard US Total Market Shares Index ETF (ASX:VTS): Up 35.68% (tracks the CRSP US Total Market Index, which overlaps heavily with the S&P 500).
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