Global Industry ETF Review

MAJOR SECTOR ETFS RANKED BY 6 MONTH RETURNS

Source: Saxo Capital

In the six months leading up to June 2025, only three sectors outperformed the MSCI ACWI: Van Eck Gold Miners ETF (GDX) rose 53%, Industrials (XLI) gained 12%, and Communication Services (XLC) increased by 11%. Technology underperformed despite a June rebound, while Energy, Healthcare, and the broader Energy sector posted losses. Consumer ETFs suffered after the US announced global tariffs, though affected industries seem to be adjusting to this one-time impact. Equity volatility remained low overall, even amid Middle East tensions and uncertainties from new US tariff policies.