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Upturn AI SWOT - About
Consumer Staples Select Sector SPDR® Fund (XLP)
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Upturn Advisory Summary
03/27/2025: XLP (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit -1.27% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Volume (30-day avg) 14915315 | Beta 0.56 | 52 Weeks Range 71.08 - 83.91 | Updated Date 04/2/2025 |
52 Weeks Range 71.08 - 83.91 | Updated Date 04/2/2025 |
Upturn AI SWOT
Consumer Staples Select Sector SPDR® Fund
ETF Overview
Overview
The Consumer Staples Select Sector SPDRu00ae Fund (XLP) seeks to provide investment results that, before expenses, correspond generally to the price and yield performance of the Consumer Staples Select Sector Index. It invests in companies involved in food, beverage, tobacco, household products, and personal care products.
Reputation and Reliability
State Street Global Advisors (SSGA) is a well-established and reputable asset manager with a long history in the ETF market.
Management Expertise
SSGA has a team of experienced professionals managing the fund, leveraging their sector expertise.
Investment Objective
Goal
The fund aims to closely track the performance of the Consumer Staples Select Sector Index.
Investment Approach and Strategy
Strategy: The fund employs a replication strategy, holding all or substantially all of the securities in the index in approximately the same weighting as the index.
Composition The fund primarily holds stocks of companies within the consumer staples sector.
Market Position
Market Share: XLP holds a significant market share within the consumer staples ETF category.
Total Net Assets (AUM): 14540000000
Competitors
Key Competitors
- VDC
- RHS
- FXG
Competitive Landscape
The consumer staples ETF market is competitive, with XLP holding a leading position due to its size and liquidity. Competitors offer different weighting schemes or slightly different sector definitions. XLP benefits from its established brand and high trading volume, while other ETFs may offer lower expense ratios or alternative investment approaches.
Financial Performance
Historical Performance: Past performance does not guarantee future results. Investors should review the ETF's fact sheet or prospectus for detailed historical performance data.
Benchmark Comparison: The ETF's performance should closely track the Consumer Staples Select Sector Index, with minor deviations due to expenses and tracking error.
Expense Ratio: 0.12
Liquidity
Average Trading Volume
XLP exhibits high liquidity, demonstrated by a high average daily trading volume.
Bid-Ask Spread
The bid-ask spread for XLP is typically very tight, indicating low transaction costs.
Market Dynamics
Market Environment Factors
Economic conditions, consumer spending patterns, interest rates, and commodity prices can all influence the performance of consumer staples companies.
Growth Trajectory
XLP's growth trajectory is generally tied to the overall performance of the consumer staples sector, with potential fluctuations based on market sentiment and sector-specific news.
Moat and Competitive Advantages
Competitive Edge
XLP's primary advantages are its large size, high liquidity, and low expense ratio relative to some competitors. Its replication strategy ensures close tracking of the underlying index. The fund's brand recognition and established trading volume also contribute to its competitive edge. XLP is a core holding for investors seeking exposure to the consumer staples sector at a low cost and with high liquidity.
Risk Analysis
Volatility
XLP generally exhibits lower volatility compared to broader market indices, reflecting the defensive nature of the consumer staples sector.
Market Risk
XLP is subject to market risk, including sector-specific risks such as changes in consumer preferences, regulatory developments, and commodity price fluctuations.
Investor Profile
Ideal Investor Profile
XLP is suitable for investors seeking stable returns, dividend income, and diversification within the consumer staples sector. Investors looking for a more defensive portfolio allocation may also find XLP appealing.
Market Risk
XLP is suitable for long-term investors, and passive index followers who desire exposure to the consumer staples sector.
Summary
The Consumer Staples Select Sector SPDRu00ae Fund (XLP) offers exposure to a basket of U.S. consumer staples companies, providing stable and defensive investment characteristics. It aims to replicate the performance of the Consumer Staples Select Sector Index with a low expense ratio and high liquidity. While offering potential dividend income, the fund is subject to market risk within the consumer staples sector. The fund is a core holding for investors seeking stability and long-term growth, making it suitable for conservative investors.
Similar Companies
FXG
First Trust Consumer Staples AlphaDEX® Fund
FXG
First Trust Consumer Staples AlphaDEX® Fund
IYK
iShares US Consumer Staples ETF
IYK
iShares US Consumer Staples ETF
RHS
Invesco S&P 500® Equal Weight Consumer Staples ETF
RHS
Invesco S&P 500® Equal Weight Consumer Staples ETF
VDC
Vanguard Consumer Staples Index Fund ETF Shares
VDC
Vanguard Consumer Staples Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- State Street Global Advisors (SSGA)
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Consumer Staples Select Sector SPDR® Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes companies that have been identified as Consumer Staples companies by the GICS®. It is non-diversified.
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