Consumer Defensive
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Campbell Soup Insider Sells $325K in Stock as Shares Fall 33% This Past Year
Yahoo Finance· 2026-01-09 15:56
The company generates revenue primarily through the manufacture and sale of branded food and beverage products via retail, foodservice, and e-commerce channels in the United States and internationally.Campbell Soup Company offers a diversified portfolio of packaged foods, including soups, broths, sauces, snacks, bakery products, and beverages under brands such as Campbell's, Swanson, Pepperidge Farm, Goldfish, Snyder's of Hanover, and V8.Does the timing or scale of this trade reflect a change in disposition ...
VDC vs. RSPS: Broad Diversification or Balanced Bets for Consumer Staples Investors?
The Motley Fool· 2026-01-04 21:00
Core Insights - The Vanguard Consumer Staples ETF (VDC) has outperformed the Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) by over 2% in the last year due to lower fees and broader diversification [1][14] - VDC offers lower costs and slightly stronger recent performance, while RSPS provides a concentrated, equal-weighted approach within the consumer staples sector [1][2] Cost Comparison - VDC has an expense ratio of 0.09%, significantly lower than RSPS's 0.40% [3][4] - VDC's assets under management (AUM) stand at $8.6 billion, compared to RSPS's $236.2 million [3] Performance Metrics - The one-year return for VDC is 0.05%, while RSPS has a return of (3.2%) as of December 17, 2025 [3] - Over five years, VDC has grown $1,000 to $1,244, while RSPS has decreased it to $988 [5] Portfolio Composition - VDC holds 105 stocks, with a portfolio that is 98% consumer defensive, featuring major positions in Walmart (14.53%), Costco (12.00%), and Procter & Gamble (10.09%) [6][12] - RSPS consists of 38 equally weighted stocks, with top holdings including Dollar General (3.52%) and Monster Beverage (3.34%) [8][12] Risk Assessment - The maximum drawdown over five years for VDC is (16.55%), while RSPS has a higher drawdown of (18.64%) [5] - VDC has a beta of 0.56, indicating slightly higher volatility compared to RSPS's beta of 0.52 [3] Investment Implications - Both ETFs focus on the defensive consumer staples sector, appealing to investors seeking stability and reliable dividends during economic uncertainty [13][14] - Investors must consider the trade-offs between VDC's lower costs and concentration in large-cap stocks versus RSPS's equal weighting that may reduce single-stock risk [11][14]
The XLP ETF Offers Lower Fees and a Larger Size Than the IYK ETF
The Motley Fool· 2026-01-03 18:20
Core Insights - The State Street Consumer Staples Select Sector SPDR ETF (XLP) has lower fees, a deeper sector focus, and significantly higher assets under management compared to the iShares US Consumer Staples ETF (IYK), which has shown slightly better recent returns and a shallower maximum drawdown [1][2]. Cost and Size Comparison - XLP has an expense ratio of 0.08%, while IYK charges 0.38% [3][4]. - Both ETFs offer a dividend yield of 2.7% [3][4]. - Assets under management for XLP stand at $14.7 billion, compared to IYK's $1.2 billion [3]. Performance and Risk Analysis - Over the past five years, IYK experienced a maximum drawdown of 15.04%, while XLP had a drawdown of 16.31% [5]. - A $1,000 investment in IYK would have grown to $1,178, while the same investment in XLP would have grown to $1,163 over five years [5]. Holdings and Sector Exposure - XLP holds 36 stocks, focusing exclusively on U.S. consumer defensive companies, with major positions in Walmart, Costco, and Procter & Gamble [6]. - IYK contains 54 stocks, with a broader allocation of 85% in consumer defensive, 12% in healthcare, and 2% in basic materials, featuring top holdings like Procter & Gamble, Coca-Cola, and Philip Morris International [7]. Investment Returns - Over the last five years, IYK provided a total return of $298 on a $1,000 investment, while XLP yielded a return of $314 [8]. - Over a ten-year period, a $1,000 investment in IYK grew to $1,321, whereas XLP's equivalent investment grew to $1,010 [9].
VDC vs. FSTA: Comparing Two Similar Consumer Staples ETFs
The Motley Fool· 2025-12-21 03:05
Two consumer staples ETFs go head-to-head on size, history, and structure—see what sets them apart for portfolio builders.The Vanguard Consumer Staples ETF (VDC) (VDC 0.52%) and the Fidelity MSCI Consumer Staples Index ETF (FSTA) (FSTA 0.48%) both target U.S. consumer staples, but VDC stands out for its much larger assets under management (AUM) and longer track record.Both funds aim to capture the U.S. consumer staples sector, making them potential core options for those seeking defensive equity exposure. T ...
XLP vs. VDC: Are Lower Fees Better Than Broader Exposure?
The Motley Fool· 2025-12-14 00:10
Core Insights - The Vanguard Consumer Staples ETF (VDC) and the State Street Consumer Staples Select Sector SPDR ETF (XLP) provide exposure to the U.S. consumer staples sector, with XLP being slightly cheaper and offering a higher yield, while VDC has a broader portfolio and better five-year returns [1][2][8] Cost & Size - VDC has an expense ratio of 0.09% and assets under management (AUM) of $8.6 billion, while XLP has a lower expense ratio of 0.08% and a larger AUM of $15.3 billion [3][4] - The one-year return for VDC is -2.4% compared to XLP's -3.4%, and the dividend yield for VDC is 2.2% versus XLP's 2.7% [3][4] Performance & Risk Comparison - Over five years, VDC has a maximum drawdown of -17.6% and has grown $1,000 to $1,246, while XLP has a maximum drawdown of -17.8% and has grown $1,000 to $1,180 [5] Portfolio Composition - XLP holds 36 stocks with a 100% allocation to consumer defensive companies, led by Walmart (11.9%), Costco Wholesale (9.2%), and Procter & Gamble (7.8%) [6] - VDC has a broader approach with 105 holdings, 98% in consumer defensive, and top positions including Walmart (14.2%), Costco Wholesale (13.0%), and Procter & Gamble (11.2%) [7] Investor Considerations - XLP's lower expense ratio and higher yield may attract cost- and income-focused investors, while VDC's broader portfolio and stronger five-year total return may appeal to those seeking diversification [8][10] - The concentration of XLP with only 36 stocks could be a risk if the largest holdings underperform, whereas VDC's wider scope may provide better resilience [9][10]
Battle of the Consumer Staples ETFs: Who Comes Out on Top, XLP or VDC?
Yahoo Finance· 2025-12-04 15:02
Core Insights - The article compares two consumer staples ETFs: Vanguard Consumer Staples ETF (VDC) and State Street Consumer Staples Select Sector SPDR ETF (XLP), highlighting their similarities and differences in terms of holdings, performance, and cost [6][9]. Fund Overview - Vanguard Consumer Staples ETF (VDC) includes 103 stocks, providing broader coverage in the consumer defensive sector, with significant holdings in Walmart, Costco Wholesale, and Procter & Gamble [2]. - State Street Consumer Staples Select Sector SPDR ETF (XLP) focuses on 37 companies, primarily large-cap stocks, and aims to mirror the Consumer Staples Select Sector Index [3]. Performance Metrics - XLP offers a higher dividend yield of 2.7% compared to VDC's 2.2%, making it more appealing for income-focused investors [7]. - Both funds have low expense ratios and solid long-term performance histories, making them suitable for buy-and-hold investors [9]. Holdings Composition - XLP has a higher weighting in consumer non-durables, while VDC has a greater focus on retail stocks [8]. Investment Considerations - Income-oriented investors may prefer XLP due to its higher dividend yield, while those bullish on retail may favor VDC [9].
The State Street Consumer Staples ETF Offers Sharper Focus and Lower Costs Than The iShares US Consumer Staples ETF
The Motley Fool· 2025-12-01 18:26
Core Insights - The main differences between the State Street Consumer Staples Select Sector SPDR ETF (XLP) and iShares US Consumer Staples ETF (IYK) are cost, sector purity, and size, with XLP offering lower expenses and a sharper focus on consumer staples [1][2] Cost and Size Comparison - XLP has an expense ratio of 0.08%, significantly lower than IYK's 0.38% [3][4] - As of November 28, 2025, XLP has a 1-year return of -4.1%, while IYK has a return of -1.8% [3] - XLP has a larger Assets Under Management (AUM) of $15.5 billion compared to IYK's $1.3 billion [3] Performance and Risk Analysis - Over the last five years, IYK has a max drawdown of -15.05%, while XLP has a slightly higher drawdown of -16.29% [5] - An investment of $1,000 in IYK would have grown to $1,266 over five years, compared to $1,186 for XLP [5][10] Portfolio Composition - XLP consists of 37 holdings focused entirely on consumer defensive companies, with major positions in Walmart, Costco, and Procter & Gamble [6] - IYK has a broader portfolio with 55 holdings, including 86% in consumer defensive stocks and 12% in healthcare, featuring companies like Procter & Gamble and Coca-Cola [7] Investment Strategy - XLP emphasizes direct retailing, while IYK includes a mix of sectors, appealing to investors seeking diversification beyond consumer staples [8][9] - Despite IYK's higher expense ratio, it has delivered higher returns, suggesting that the cost may be justified for investors [10]
Which Consumer Staples ETF Reigns Supreme: VDC or FSTA?
Yahoo Finance· 2025-12-01 17:28
Key Points VDC has a much larger asset base than FSTA. Both ETFs charge nearly identical expense ratios and offer similar dividend yields. Performance and sector exposures are extremely similar, with only minor differences in top holdings. These 10 stocks could mint the next wave of millionaires › Vanguard Consumer Staples ETF (NYSEMKT:VDC) and Fidelity MSCI Consumer Staples ETF (NYSEMKT:FSTA) They look almost interchangeable in terms of cost, yield, and sector exposure, but VDC stands out for its ...
Warren Buffett Has $65.8 Billion Invested in These 4 Artificial Intelligence (AI) Stocks. Here's the Best of the Bunch.
The Motley Fool· 2025-07-14 10:15
The only two direct AI investments held in Berkshire Hathaway's portfolio are Apple and Amazon (AMZN 1.26%). Despite trimming his exposure to the iPhone maker considerably over the past year, Apple remains Berkshire's largest position -- currently worth about $63.6 billion. Amazon is a considerably smaller position, worth roughly $2.2 billion at current market prices. Buffett is not known as a technology investor, but even his portfolio has some exposure to the artificial intelligence (AI) megatrend. Warren ...