Consumer Staples Select Etf Profile
| XLP Etf | USD 73.72 0.34 0.46% |
Performance7 of 100
| Odds Of DistressLess than 9
|
Consumer Staples is selling at 73.72 as of the 19th of April 2024; that is 0.46 percent up since the beginning of the trading day. The etf's last reported lowest price was 73.47. Consumer Staples has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Consumer Staples Select are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of April 2023 and ending today, the 19th of April 2024. Click here to learn more.
In seeking to track the performance of the index, the fund employs a replication strategy. SP 500 is traded on NYSEARCA Exchange in the United States. More on Consumer Staples Select
Moving together with Consumer Etf
| 0.96 | VDC | Vanguard Consumer Staples | PairCorr |
| 0.91 | IYK | iShares Consumer Staples | PairCorr |
| 0.74 | KXI | iShares Global Consumer | PairCorr |
| 1.0 | FSTA | Fidelity MSCI Consumer | PairCorr |
| 0.65 | FTXG | First Trust Nasdaq | PairCorr |
Moving against Consumer Etf
| 0.67 | RHS | Invesco SP 500 Symbol Change | PairCorr |
Consumer Etf Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Consumer Staples' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Consumer Staples or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Chairman | George Gaspari |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Consumer Staples ETFs, Sector ETFs, Consumer Defensive, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 1998-12-16 |
| Benchmark | S&P Consumer Staples Select Sector Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 14 Billion |
| Average Trading Valume | 12 Million |
| Asset Type | Equity |
| Category | Sector |
| Focus | Consumer Staples |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | State Street Bank and Trust Company |
| Advisor | SSgA Funds Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | ALPS Portfolio Solutions Distributor, Inc. |
| Portfolio Manager | Mike Feehily, Karl Schneider, David Chin |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 39.0 |
| Market Maker | IMC |
| Total Expense | 0.1 |
| Management Fee | 0.03 |
| Country Name | USA |
| Returns Y T D | 2.62 |
| Name | Consumer Staples Select Sector SPDR Fund |
| Currency Code | USD |
| Open Figi | BBG000BJ10N8 |
| In Threey Volatility | 13.78 |
| 1y Volatility | 12.46 |
| 200 Day M A | 72.2518 |
| 50 Day M A | 74.6262 |
| Code | XLP |
| Updated At | 18th of April 2024 |
| Currency Name | US Dollar |
Consumer Staples Select [XLP] is traded in USA and was established 1998-12-16. The fund is classified under Consumer Defensive category within SPDR State Street Global Advisors family. The entity is thematically classified as Consumer Staples ETFs. Consumer Staples Select at this time have 14.4 B in net assets. , while the total return for the last 3 years was 4.3%.
Check Consumer Staples Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Consumer Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Consumer Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Consumer Staples Select Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Consumer Staples Select Etf Constituents
| WBA | Walgreens Boots Alliance | Stock | Consumer Staples |
| CL | Colgate Palmolive | Stock | Consumer Staples |
| COST | Costco Wholesale Corp | Stock | Consumer Staples |
| EL | Estee Lauder Companies | Stock | Consumer Staples |
| KMB | Kimberly Clark | Stock | Consumer Staples |
| KO | The Coca Cola | Stock | Consumer Staples |
| MDLZ | Mondelez International | Stock | Consumer Staples |
Consumer Staples Target Price Odds Analysis
In regard to a normal probability distribution, the odds of Consumer Staples jumping above the current price in 90 days from now is about 55.56%. The Consumer Staples Select probability density function shows the probability of Consumer Staples etf to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Consumer Staples has a beta of 0.0309. This entails as returns on the market go up, Consumer Staples average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Consumer Staples Select will be expected to be much smaller as well. Additionally, consumer Staples Select has an alpha of 0.0296, implying that it can generate a 0.0296 percent excess return over NYSE Composite after adjusting for the inherited market risk (beta).
Based on a normal probability distribution, the odds of Consumer Staples to move above the current price in 90 days from now is about 55.56 (This Consumer Staples Select probability density function shows the probability of Consumer Etf to fall within a particular range of prices over 90 days) .
Consumer Staples Top Holders
| MPRO | Northern Lights | Etf | Moderate Allocation |
| TDSB | Cabana Target Drawdown | Etf | Tactical Allocation |
| CSPGX | Astor Star Fund | Mutual Fund | Tactical Allocation |
| BUYW | Main Buywrite ETF | Etf | US Etf |
| HTDCX | Hanlon Tactical Dividend | Mutual Fund | Tactical Allocation |
| OWSMX | Old Westbury Small | Mutual Fund | World Small/Mid Stock |
| SDRCX | Swan Defined Risk | Mutual Fund | Options Trading |
Consumer Staples Select Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Consumer Staples market risk premium is the additional return an investor will receive from holding Consumer Staples long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Consumer Staples. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Consumer Staples' alpha and beta are two of the key measurements used to evaluate Consumer Staples' performance over the market, the standard measures of volatility play an important role as well.
| Risk Adjusted Performance | 0.042 | |||
| Jensen Alpha | 0.0296 | |||
| Total Risk Alpha | (0.03) | |||
| Sortino Ratio | (0.04) |
Consumer Staples Against Markets
Picking the right benchmark for Consumer Staples etf is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Consumer Staples etf price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Consumer Staples is critical whether you are bullish or bearish towards Consumer Staples Select at a given time. Please also check how Consumer Staples' historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Consumer Staples without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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How to buy Consumer Etf?
Before investing in Consumer Staples, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Consumer Staples. To buy Consumer Staples etf, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Consumer Staples. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Consumer Staples etf. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Consumer Staples Select etf in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Consumer Staples Select etf, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the etf
It's important to note that investing in stocks, such as Consumer Staples Select, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in etf prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Consumer Etf please use our How to Invest in Consumer Staples guide.
Already Invested in Consumer Staples Select?
The danger of trading Consumer Staples Select is mainly related to its market volatility and ETF specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Consumer Staples is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Consumer Staples. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Consumer Staples Select is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Consumer Staples Select is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Consumer Etf is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Consumer Staples Select Etf. Highlighted below are key reports to facilitate an investment decision about Consumer Staples Select Etf: Check out Your Current Watchlist to better understand how to build diversified portfolios, which includes a position in Consumer Staples Select. Also, note that the market value of any etf could be tightly coupled with the direction of predictive economic indicators such as signals in bureau of economic analysis. You can also try the Fundamentals Comparison module to compare fundamentals across multiple equities to find investing opportunities.
The market value of Consumer Staples Select is measured differently than its book value, which is the value of Consumer that is recorded on the company's balance sheet. Investors also form their own opinion of Consumer Staples' value that differs from its market value or its book value, called intrinsic value, which is Consumer Staples' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Consumer Staples' market value can be influenced by many factors that don't directly affect Consumer Staples' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Consumer Staples' value and its price as these two are different measures arrived at by different means. Investors typically determine if Consumer Staples is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Consumer Staples' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.