XLP - ETF AI Analysis
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Consumer Staples Select Sector SPDR Fund (XLP)
Rating:69Neutral
Price Target:―
Positive Factors
Strong Mega-Cap Retail Leaders
Top holdings like Walmart, Costco, and Target have shown strong year-to-date performance, helping support the fund’s overall returns.
Defensive Sector Focus
Heavy exposure to consumer staples companies provides a more defensive profile that can hold up better during market downturns.
Low Expense Ratio
The fund’s relatively low fee means less of your money goes to costs and more can stay invested and working for you.
Negative Factors
High Concentration in Few Stocks
A large share of the fund is invested in a small number of companies, which increases the impact if any of those stocks run into trouble.
Mixed Performance Among Top Holdings
Some major positions, such as Procter & Gamble and Philip Morris, have shown weaker recent performance, which can drag on the fund’s results.
Limited Geographic Diversification
With almost all assets in U.S. companies, the fund offers little exposure to international markets and is closely tied to the U.S. economy.
XLP vs. SPDR S&P 500 ETF (SPY)
AUM14.81B
RegionNorth America
Expense Ratio0.08%
Beta0.23
IssuerSPDR
Inception DateDec 16, 1998
Dividend Yield2.66%
Asset ClassEquity
Index TrackedS&P Consumer Staples Select Sector
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume11,233,685
30 Day Avg. Volume14,487,002
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
93.28Price 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 Procter & Gamble, along with other major brands people use regardless of how the economy is doing. Investors might consider XLP for stability, steady dividends, and diversification, since consumer staples tend to be less sensitive to economic ups and downs. However, it can still go up and down with the stock market and is heavily concentrated in the consumer staples sector.
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 leans heavily on U.S. consumer staples giants, with Walmart and Procter & Gamble acting more like anchors than engines lately as their shares have been lagging or treading water. In contrast, Coca-Cola, Philip Morris, and Mondelez have been rising, giving the fund a bit more fizz, while Monster Beverage has been an energetic bright spot. Tobacco names like Altria are also pulling their weight. Overall, the ETF is tightly focused on defensive consumer brands, almost entirely U.S.-based, with performance driven more by steady sippers than high-flying growth stories.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Walmart | 10.87% | $1.61B | $922.64B | 14.86% | 78 Outperform | |
| Costco | 9.10% | $1.35B | $424.27B | -10.48% | 72 Outperform | |
| Procter & Gamble | 7.15% | $1.06B | $334.29B | -16.39% | 69 Neutral | |
| Coca-Cola | 6.55% | $972.60M | $339.94B | 9.22% | 75 Outperform | |
| Philip Morris | 5.92% | $877.99M | $276.46B | -5.52% | 61 Neutral | |
| Mondelez International | 5.01% | $743.84M | $78.52B | -9.57% | 62 Neutral | |
| Altria Group | 4.76% | $706.07M | $116.19B | 13.23% | 64 Neutral | |
| Colgate-Palmolive | 4.56% | $677.10M | $72.12B | -3.81% | 63 Neutral | |
| PepsiCo | 4.22% | $626.58M | $197.07B | 8.10% | 78 Outperform | |
| Monster Beverage | 4.18% | $620.19M | $86.14B | 39.59% | 80 Outperform |
XLP Technical Analysis
Negative
―
Price Trends
83.06
Negative
83.87
Negative
80.73
Positive
Market Momentum
-0.14
Positive
38.21
Neutral
5.39
Positive
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For XLP, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 84.25, equal to the 50-day MA of 83.06, and equal to the 200-day MA of 80.73, indicating a neutral trend. The MACD of -0.14 indicates Positive momentum. The RSI at 38.21 is Neutral, neither overbought nor oversold. The STOCH value of 5.39 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for XLP.
XLP Peer Comparison
Comparison Results
Performance Comparison
XLP
Consumer Staples Select Sector SPDR Fund
81.83
1.26
1.56%
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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XLE
Energy Select Sector SPDR Fund
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XLV
Health Care Select Sector SPDR Fund
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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.
DisclaimerThis 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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