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XLP - ETF AI Analysis
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Consumer Staples Select Sector SPDR Fund (XLP)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains over the past month, three months, and year-to-date, indicating positive recent momentum.
Leading Consumer Staples Holdings
Top positions like Walmart, Costco, and other major household brands have delivered generally strong year-to-date results, supporting the fund’s returns.
Low Expense Ratio
The fund charges a relatively low fee, which helps investors keep more of their returns over time.
Negative Factors
Sector Concentration Risk
Almost all of the ETF’s assets are in the consumer defensive sector, so it may lag when other parts of the market are doing better.
U.S.-Only Exposure
The fund is almost entirely invested in U.S. companies, offering little geographic diversification if the U.S. market faces challenges.
Heavy Reliance on Top Holdings
A small group of large companies makes up a significant portion of the portfolio, increasing the impact if any of these stocks stumble.
XLP vs. SPDR S&P 500 ETF (SPY)
AUM15.93B
RegionNorth America
Expense Ratio0.08%
Beta0.24
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield2.6%
Asset ClassEquity
Index TrackedS&P Consumer Staples Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume17,478,013
30 Day Avg. Volume16,255,224
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
89.28Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering37
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLP Summary
XLP is an ETF that follows the S&P Consumer Staples Select Sector index, focusing on companies that sell everyday essentials like food, drinks, and household products. It holds well-known names such as Walmart and Coca-Cola, which tend to see steady demand whether the economy is strong or weak. Investors might consider XLP if they want a more defensive, stabilizing piece in their portfolio with exposure to established, dividend-paying companies. A key risk is that it is heavily concentrated in U.S. consumer staples stocks, so it can still go up and down with that sector and the overall market.
How much will it cost me?The Consumer Staples Select Sector SPDR Fund (XLP) has an expense ratio of 0.08%, which means you’ll pay $0.80 per year for every $1,000 invested. This is lower than average because it’s a passively managed ETF that tracks an index, keeping costs down.
What would affect this ETF?The XLP ETF, focused on U.S. consumer staples, could benefit from stable demand for essential goods, even during economic downturns, as its top holdings include resilient companies like Walmart and Procter & Gamble. However, rising interest rates or inflation could increase costs for these companies, potentially impacting profitability, while regulatory changes in industries like tobacco or beverages could pose additional risks.
XLP Top 10 Holdings
XLP is leaning heavily on U.S. consumer staples giants, with Walmart and Costco doing much of the heavy lifting as their shares keep rising on strong sales and membership-driven growth. Coca-Cola and PepsiCo are more in the “steady sippers” camp, contributing stability rather than fireworks. On the flip side, Procter & Gamble and Mondelez have shown more mixed, stop-and-go performance, occasionally holding the fund back. Overall, this is a concentrated bet on defensive household names and snack-and-soda powerhouses rather than high-flying tech or cyclicals.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 11.25% | $1.80B | $932.03B | 19.56% | 78 Outperform | |
| Costco | 9.43% | $1.51B | $430.68B | -0.34% | 72 Outperform | |
| Procter & Gamble | 7.60% | $1.22B | $344.74B | -10.76% | 69 Neutral | |
| Coca-Cola | 6.25% | $998.28M | $316.38B | 17.06% | 75 Outperform | |
| Philip Morris | 6.11% | $976.21M | $278.45B | 37.81% | 61 Neutral | |
| Mondelez International | 4.61% | $737.27M | $76.16B | 1.05% | 62 Neutral | |
| Altria Group | 4.57% | $729.74M | $106.80B | 20.81% | 64 Neutral | |
| PepsiCo | 4.46% | $713.20M | $203.43B | -1.24% | 78 Outperform | |
| Colgate-Palmolive | 4.46% | $712.92M | $69.13B | -4.25% | 63 Neutral | |
| Monster Beverage | 3.75% | $598.81M | $79.54B | 64.81% | 80 Outperform |
XLP Technical Analysis
Positive
―
Price Trends
78.84
Positive
78.24
Positive
79.07
Positive
Market Momentum
1.29
Negative
64.68
Neutral
73.22
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLP, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 80.44, equal to the 50-day MA of 78.84, and equal to the 200-day MA of 79.07, indicating a bullish trend. The MACD of 1.29 indicates Negative momentum. The RSI at 64.68 is Neutral, neither overbought nor oversold. The STOCH value of 73.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for XLP.
XLP Peer Comparison
Comparison Results
Performance Comparison
XLP
Consumer Staples Select Sector SPDR Fund
82.32
4.71
6.07%
VGT
Vanguard Information Technology ETF
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XLK
Technology Select Sector SPDR Fund
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XLF
Financial Select Sector SPDR Fund
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XLV
Health Care Select Sector SPDR Fund
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VNQ
Vanguard Real Estate ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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