XLP - ETF AI Analysis
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Consumer Staples Select Sector SPDR Fund (XLP)
XLP, the Consumer Staples Select Sector SPDR Fund, has a solid overall rating driven mainly by strong, stable leaders like Walmart and PepsiCo, which benefit from robust financial performance, growth initiatives, and supportive earnings trends. The fund is held back somewhat by weaker names such as Philip Morris and Mondelez, where high leverage, bearish technical signals, and margin or stability concerns weigh on their outlook. The main risk factor is the fund’s concentration in consumer staples, which limits diversification and ties performance closely to this single defensive sector.
XLP vs. SPDR S&P 500 ETF (SPY)
- AUM
- 14.81B
- Region
- North America
- Expense Ratio
- 0.08%
- Beta
- 0.19
- Issuer
- SPDR
- Inception Date
- Dec 16, 1998
- Dividend Yield
- 2.46%
- Asset Class
- Equity
- Index Tracked
- S&P Consumer Staples Select Sector
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, along with other major brands that people use regardless of how the economy is doing. Investors might consider XLP for stability and diversification, since consumer staples tend to be more steady than many other sectors and can provide income through dividends. A key risk is that XLP can still go up and down with the stock market, and it is heavily concentrated in consumer staples companies.
How much will it cost me?
This ETF has an expense ratio of 0.08%, which means you’ll pay about $0.80 per year for every $1,000 invested. That’s lower than the average ETF because XLP is a passively managed fund that simply tracks a consumer staples index instead of paying managers to pick individual stocks.
What would affect this ETF?
XLP could benefit from steady demand for everyday goods sold by companies like Walmart, Costco, Procter & Gamble, and Coca-Cola, especially if the U.S. economy slows and investors favor more defensive, stable sectors. On the negative side, higher interest rates, tighter consumer budgets, or new regulations and taxes on tobacco, beverages, or large retailers could pressure profits and weigh on the fund’s future returns.
XLP Top 10 Holdings
XLP is anchored by retail heavyweights like Walmart and Costco, both rising steadily and giving the fund a solid, defensive backbone. Household names Procter & Gamble and Coca-Cola are also pulling their weight, with stable, consumer-driven demand helping smooth out market bumps. Tobacco giants Philip Morris and Altria are contributing, but their momentum looks a bit mixed, adding some drag to the otherwise steady pace. With nearly all exposure in U.S. consumer staples, this ETF is a classic “everyday essentials” play rather than a high-octane growth story.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 WMT | Walmart | 11.12% | $1.64B | $979.90B | 20.82% | 78Outperform |
 COST | Costco | 9.09% | $1.34B | $448.57B | 10.01% | 72Outperform |
 PG | Procter & Gamble | 7.68% | $1.13B | $374.48B | 8.02% | 69Neutral |
 KO | Coca-Cola | 7.39% | $1.09B | $404.72B | 36.39% | 75Outperform |
 PM | Philip Morris | 6.69% | $988.08M | $325.43B | 43.24% | 61Neutral |
 MO | Altria Group | 4.69% | $693.82M | $129.80B | 36.58% | 64Neutral |
 CL | Colgate-Palmolive | 4.39% | $649.45M | $75.96B | 24.55% | 63Neutral |
 MDLZ | Mondelez International | 4.16% | $614.81M | $82.20B | 12.40% | 62Neutral |
 PEP | PepsiCo | 4.06% | $600.71M | $187.16B | -6.92% | 78Outperform |
 TGT | Target | 4.00% | $591.52M | $70.13B | 66.14% | 70Neutral |
XLP Technical Analysis
Price Trends
Market Momentum
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 89.42 is above the 20-day moving average (MA) of 86.01, above the 50-day MA of 84.39, and above the 200-day MA of 83.58, indicating a bullish trend. The MACD of 1.41 indicates Negative momentum. The RSI at 65.64 is Neutral, neither overbought nor oversold. The STOCH value of 46.45 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| XLP | $89.42 | $91.00(1.77% Upside) | $14.81B | 0.08% | 68Neutral |
 VGT | $116.96 | $159.38(36.27% Upside) | $151.55B | 0.09% | 74Outperform |
 XLK | $179.51 | $240.95(34.23% Upside) | $124.76B | 0.08% | 75Outperform |
 XLF | $56.51 | $63.90(13.08% Upside) | $53.97B | 0.08% | 72Outperform |
 XLV | $184.87 | $197.34(6.74% Upside) | $48.89B | 0.08% | 73Outperform |
 XLE | $70.02 | $72.95(4.18% Upside) | $45.53B | 0.08% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| XLP | Consumer Staples Select Sector SPDR Fund | 89.42 | 15.76 | 21.40% | |
| VGT | Vanguard Information Technology ETF | 116.96 | 17.90 | 18.07% | |
| XLK | Technology Select Sector SPDR Fund | 179.51 | 29.32 | 19.53% | |
| XLF | Financial Select Sector SPDR Fund | 56.51 | 5.17 | 10.07% | |
| XLV | Health Care Select Sector SPDR Fund | 184.87 | 42.80 | 30.12% | |
| XLE | Energy Select Sector SPDR Fund | 70.02 | 27.17 | 63.41% |
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.