Looking back over the past 12 months, Information Technology was the best performing sector and far outperformed the broader ASX 200 index.

Here are some lists.

Sector performance:

• ASX 200: +8.72% over the past year (up 20.51% over the past five years)
• 11th: +53.67% in the past year (up 90.73% over five years)
• XFJ: +30.64% over the past year (up 43.48% over five years)
• XDJ: +23.21% over last year (up 43.75% over five years)
• XPJ: +19.78% over the past year (up 9.84% over five years)
• XNJ: +12.86% over the past year (up 7.27% over five years)
• XUJ: +11.1% over last year (up 8.15% over five years)
• XHJ: +7.85% over the past year (up 8.63% over five years)
• XTJ: +5.01% over the past year (up 26.94% over five years)
• XSJ: -3.11% over the past year (down 6.38% over five years)
• XMJ: -15.53% over the past year (up 15.54% over five years)
• XEJ: -20.27% over the past year (down 27.64% over five years)

Some ETFs:

• BetaShares S&P/ASX Australian Technology ETF (ASX:ATEC). Up 42.82% in 12 months at $29.75. This ETF aims to replicate the performance of the S&P/ASX All Technology Index (which is broader than XIJ).
• BetaShares NASDAQ 100 ETF (ASX:NDQ). Up 37.14% in 12 months at $51.36. This ETF provides exposure to 100 of the largest non-financial companies listed on the NASDAQ.
• Global X’s FANG+ ETF (ASX:FANG). Up 59.71% in the last 12 months at $33.54. This is intended to replicate the price and yield performance of the NYSE FANG+ Index. Its biggest holdings are currently Nvidia, Broadcom, CrowdStrike, Alphabet (parent of Google), Apple, ServiceNow, Netflix, Amazon, Meta (owner of Facebook) and Microsoft.

Introducing the largest XIJ companies by market capitalization:

• WiseTech Global (ASX:WTC): 67.67% at $124.01. It specializes in logistics software solutions with a market capitalization of approximately $41.48 billion.
• Xero (ASX:XRO): 53.26% at $168.66. It provides cloud-based accounting software for small and medium-sized businesses with a market cap of about $25.79 billion. dollar.
• Technology one (ASX:TNE): 103.58% at $30.72. It develops enterprise software solutions with a market capitalization of approximately $10.06 billion.
• NEXTDC (ASX:NXT): 16.02% at $15.35. It provides data center services with a market cap of about $9.83 billion.
• LIFE360 (ASX:360): 204.51% at $22.26. It offers family-focused location sharing and safety services through its mobile app with a market cap of approximately $4.05 billion.
• Kodan (ASX:CDA): 91.41% at $16.27. It manufactures communications equipment and metal detecting technologies serving the mining, security, and humanitarian sectors, with a market cap of approximately $2.95 billion.
• Macquarie Technology Group (ASX:MAQ): 32.23% at $86. It provides managed IT services, cloud hosting, and data center solutions to enterprise and government customers, with a market cap of approximately $2.22 billion.
• NUIX (ASX:NXL): 239.39% at $6.16. It specializes in forensic data analytics and electronic discovery software used for legal, regulatory, and investigative purposes, with a market cap of approximately $2.04 billion.
• Iress (ASX:IRE): 16.52% at $9.31. It develops software for financial services, including trading platforms, wealth management, and pension administration, with a market cap of approximately $1.74 billion.
• Siteminder (ASX:SDR): 17.38% at $6.01. It provides cloud-based hotel management and distribution software, enabling properties to manage reservations and online visibility, with a market cap of approximately $1.68 billion.

Top performing XIJ over $150 million market cap:
Many of the ETFs that track the ASX 200 index have shown 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 Shares 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% for the year. Some relevant ASX-listed ETFs:

• SPDR S&P 500 ETF Trust (ASX: SPY): An increase of 37.1% in one year.
• BlackRock’s iShares S&P 500 ETF (ASX:IVV): Up 37.18%.
• BetaShares S&P 500 Equal Weight ETF (ASX: QUS): Up 19.76% (tracks the S&P 500 Equal Weight Index, where all companies are equally weighted rather than market capitalization weighted).
• Vanguard US Total Market Shares Index ETF (ASX:VTS): Up 35.68% (tracks the US CRSP Total Market Index, which strongly overlaps the S&P 500).

Disclaimer

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