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XLP - ETF AI Analysis
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Consumer Staples Select Sector SPDR Fund (XLP)
Rating:68Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, including Walmart, Philip Morris, and Monster Beverage, have delivered strong year-to-date performance, supporting the ETF’s returns.
Low Expense Ratio
The ETF has a very low expense ratio, making it cost-effective compared to many other funds.
Stable Sector Focus
The fund’s focus on consumer defensive stocks provides stability during economic uncertainty, as these companies tend to perform well regardless of market conditions.
Negative Factors
Sector Concentration
Nearly all of the ETF’s exposure is in the consumer defensive sector, limiting diversification and increasing vulnerability to sector-specific risks.
Geographic Over-Concentration
The ETF is almost entirely focused on U.S. companies, offering little exposure to international markets.
Mixed Performance Among Holdings
Some major holdings, such as Procter & Gamble and Colgate-Palmolive, have underperformed year-to-date, dragging on overall fund performance.
XLP vs. SPDR S&P 500 ETF (SPY)
AUM14.77B
RegionNorth America
Expense Ratio0.08%
Beta0.24
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield2.73%
Asset ClassEquity
Index TrackedS&P Consumer Staples Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume9,916,340
30 Day Avg. Volume13,951,209
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
88.69Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering37
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
XLP Summary
The Consumer Staples Select Sector SPDR Fund (XLP) is an ETF that focuses on companies in the consumer staples sector, which includes essential products like food, beverages, and household items. It tracks the S&P Consumer Staples Select Sector Index and holds well-known companies like Walmart and Coca-Cola. This ETF is a good option for investors seeking stability and steady growth, as consumer staples are always in demand, even during economic downturns. However, new investors should know that while XLP is less volatile than other sectors, it may not offer the high growth potential of riskier investments like tech-focused ETFs.
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
The Consumer Staples Select Sector SPDR Fund (XLP) leans heavily on household names like Walmart and Coca-Cola, which are providing steady support thanks to their strong financial performance and resilience in challenging markets. Monster Beverage is the standout, energizing the fund with rising momentum and robust growth. However, lagging stocks like Procter & Gamble and Mondelez International are holding back gains, weighed down by bearish trends and valuation concerns. With nearly all holdings rooted in the U.S. consumer defensive sector, this ETF offers stability but lacks diversification beyond essential goods.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 11.39% | $1.68B | $890.59B | 21.91% | 78 Outperform | |
| Costco | 8.99% | $1.32B | $387.65B | -7.06% | 72 Outperform | |
| Procter & Gamble | 7.86% | $1.16B | $338.22B | -14.62% | 69 Neutral | |
| Coca-Cola | 6.32% | $930.55M | $300.55B | 11.88% | 75 Outperform | |
| Philip Morris | 5.89% | $867.97M | $250.70B | 32.61% | 61 Neutral | |
| PepsiCo | 4.57% | $673.82M | $196.60B | -5.96% | 78 Outperform | |
| Mondelez International | 4.53% | $667.23M | $70.51B | -9.25% | 62 Neutral | |
| Altria Group | 4.49% | $661.56M | $96.69B | 9.96% | 64 Neutral | |
| Colgate-Palmolive | 4.43% | $652.37M | $64.27B | -13.16% | 63 Neutral | |
| Monster Beverage | 3.78% | $556.87M | $75.53B | 47.12% | 80 Outperform |
XLP Technical Analysis
Positive
―
Price Trends
77.45
Positive
78.28
Negative
78.81
Negative
Market Momentum
0.22
Positive
53.21
Neutral
22.14
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 78.18, equal to the 50-day MA of 77.45, and equal to the 200-day MA of 78.81, indicating a neutral trend. The MACD of 0.22 indicates Positive momentum. The RSI at 53.21 is Neutral, neither overbought nor oversold. The STOCH value of 22.14 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
78.23
1.95
2.56%
VGT
Vanguard Information Technology ETF
―
―
―
XLK
Technology Select Sector SPDR Fund
―
―
―
XLF
Financial Select Sector SPDR Fund
―
―
―
XLV
Health Care Select Sector SPDR Fund
―
―
―
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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