Of the 21 Dow stocks that are up at least 20% this year, those three XLV holdings are in that group, but neither Exxon nor Chevron is. Johnson & Johnson and Pfizer are also among the 16 Dow components that are up at least 30% in 2013.
Interestingly, XLE’s fall from the third spot does not mean it is now the fourth-largest sector ETF. That title goes to the Industrial Select Sector SPDR (NYSEArca: XLI), which had $8.57 billion in assets as of Nov. 27. That could be the result of investors pouring cash into cyclical ETFs in acknowledgment of seasonal trends that favor those ETFs. [Industrial ETFs: November Strong]
On that note, XLE ranks as the second-best SPDR to own in the month of December behind the Material Select Sector SPDR (NYSEArca: XLB). With $16.3 billion in AUM, the Financial Select Sector SPDR (NYSEArca: XLF) is by far the largest U.S. sector ETF.
Health Care Select Sector SPDR