Core Viewpoint - The Consumer Staples Select Sector SPDR ETF (XLP) is a passively managed ETF that provides broad exposure to the Consumer Staples sector, which is currently ranked at the bottom 0% among Zacks sectors [2][3]. Group 1: Fund Overview - Launched on December 16, 1998, XLP has amassed over $15.98 billion in assets, making it the largest ETF in the Consumer Staples - Broad segment [3]. - The fund aims to match the performance of the Consumer Staples Select Sector Index, which represents the consumer staples sector of the S&P 500 Index [3]. Group 2: Costs and Performance - XLP has an annual operating expense ratio of 0.08%, making it the least expensive product in its category, with a 12-month trailing dividend yield of 2.52% [4]. - The ETF has gained approximately 2.93% year-to-date but is down about 1.98% over the past year, trading between $76.23 and $84.26 in the last 52 weeks [7]. Group 3: Holdings and Sector Exposure - The ETF is fully allocated to the Consumer Staples sector, with Walmart Inc (WMT) making up about 9.98% of total assets, followed by Costco Wholesale Corp (COST) and Procter & Gamble Co (PG) [5][6]. - The top 10 holdings constitute approximately 60.76% of total assets under management [6]. Group 4: Risk and Alternatives - XLP has a beta of 0.54 and a standard deviation of 12.36% over the trailing three-year period, indicating a medium risk profile [7]. - The ETF carries a Zacks ETF Rank of 3 (Hold), suggesting it is a sufficient option for investors seeking exposure to the Consumer Staples sector [8]. Other alternatives include Fidelity MSCI Consumer Staples Index ETF (FSTA) and Vanguard Consumer Staples ETF (VDC) [9].

Core Insights - The iShares U.S. Consumer Staples ETF (IYK) is a passively managed ETF launched on June 12, 2000, designed to provide broad exposure to the Consumer Staples - Broad segment of the equity market [1] - The ETF has amassed assets over $1.36 billion and seeks to match the performance of the Dow Jones U.S. Consumer Goods Index [3] - The ETF has a 12-month trailing dividend yield of 2.49% and annual operating expenses of 0.4% [4] Sector Overview - Consumer Staples - Broad is ranked 15 out of 16 in the Zacks Industry classification, placing it in the bottom 6% [2] - The ETF has a heavy allocation in the Consumer Staples sector, accounting for about 87.5% of the portfolio, with Healthcare and Materials rounding out the top three sectors [5] Holdings and Performance - Procter & Gamble (PG) accounts for approximately 14.82% of total assets, with the top 10 holdings making up about 66.57% of total assets under management [6] - The ETF has a return of roughly 6.81% and is up about 3.67% year-to-date as of August 7, 2025, with a trading range between $63.29 and $72.42 over the last 52 weeks [7] Risk and Alternatives - IYK has a beta of 0.54 and a standard deviation of 12.32% for the trailing three-year period, indicating a medium risk profile [7] - The ETF carries a Zacks ETF Rank of 3 (Hold), suggesting it is a reasonable option for investors seeking exposure to the Consumer Staples sector [8] Competitors - Other notable ETFs in the Consumer Staples space include Vanguard Consumer Staples ETF (VDC) with $7.67 billion in assets and Consumer Staples Select Sector SPDR ETF (XLP) with $16.25 billion in assets [9]

Core Insights - The Vanguard Consumer Staples ETF (VDC) is designed to provide broad exposure to the Consumer Staples - Broad segment of the equity market and was launched on January 26, 2004 [1] - VDC is a passively managed ETF favored by both institutional and retail investors due to its low costs, transparency, flexibility, and tax efficiency [1] Fund Overview - The fund is sponsored by Vanguard and has over $7.57 billion in assets, making it one of the largest ETFs in the Consumer Staples - Broad segment [3] - VDC aims to match the performance of the MSCI US Investable Market Consumer Staples 25/50 Index [3] Cost Structure - The annual operating expenses for VDC are 0.09%, positioning it as one of the cheaper options in the ETF space [4] - The ETF has a 12-month trailing dividend yield of 2.26% [4] Sector Exposure and Holdings - VDC has a heavy allocation in the Consumer Staples sector, with approximately 99.9% of its portfolio dedicated to this sector [5] - Costco Wholesale Corp (COST) constitutes about 13.04% of total assets, with Walmart Inc (WMT) and Procter & Gamble Co (PG) also among the top holdings [6] - The top 10 holdings represent about 44.87% of total assets under management [6] Performance Metrics - Year-to-date, VDC has gained approximately 4.27%, and it is up about 6.09% over the last 12 months as of August 5, 2025 [7] - The ETF has traded between $204.89 and $226.16 in the past 52 weeks [7] - VDC has a beta of 0.57 and a standard deviation of 12.41% for the trailing three-year period, indicating a medium risk profile [7] Alternatives - VDC carries a Zacks ETF Rank of 3 (Hold), suggesting it is a sufficient option for investors seeking exposure to the Consumer Staples sector [8] - Other ETF options include iShares U.S. Consumer Staples ETF (IYK) and Consumer Staples Select Sector SPDR ETF (XLP), with respective assets of $1.38 billion and $16.01 billion [9] - IYK has an expense ratio of 0.4%, while XLP charges 0.08% [9]

Core Viewpoint - The Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) offers a smart beta investment option, providing broad exposure to the Consumer Staples sector while employing an equal-weighting strategy to potentially enhance risk-return performance [1][5]. Group 1: Fund Overview - RSPS was launched on November 1, 2006, and has accumulated assets exceeding $256.26 million, categorizing it as an average-sized ETF in the Consumer Staples sector [1][5]. - The fund aims to match the performance of the S&P 500 Equal Weight Consumer Staples Index, which equally weights stocks in the consumer staples sector of the S&P 500 Index [5]. Group 2: Cost and Expenses - The annual operating expense ratio for RSPS is 0.40%, which is competitive with most peer products in the market [6]. - The fund has a 12-month trailing dividend yield of 0.75% [6]. Group 3: Sector Exposure and Holdings - RSPS has a complete allocation in the Consumer Staples sector, with approximately 100% of its portfolio dedicated to this area [7]. - Estee Lauder Cos Inc accounts for about 3.28% of total assets, followed by Archer-Daniels-Midland Co and J M Smucker Co, with the top 10 holdings representing approximately 28.11% of total assets under management [8]. Group 4: Performance Metrics - Year-to-date, RSPS has increased by about 1.54%, but it has decreased by approximately -1.47% over the last 12 months as of July 29, 2025 [10]. - The fund has traded between $28.68 and $32.71 in the past 52 weeks, with a beta of 0.52 and a standard deviation of 12.94% over the trailing three-year period [10]. Group 5: Alternatives - While RSPS is a viable option for investors looking to outperform the Consumer Staples ETFs segment, there are alternative ETFs available, such as the Vanguard Consumer Staples ETF (VDC) and the Consumer Staples Select Sector SPDR ETF (XLP) [11][12]. - VDC has $7.57 billion in assets and an expense ratio of 0.09%, while XLP has $15.87 billion in assets with an expense ratio of 0.08% [12].

Core Insights - The Fidelity MSCI Consumer Staples Index ETF (FSTA) is designed to provide broad exposure to the Consumer Staples sector and was launched on October 21, 2013 [1] - The ETF has gained popularity among both institutional and retail investors due to its low cost, transparency, flexibility, and tax efficiency [1][2] - FSTA has amassed over $1.35 billion in assets, making it an average-sized ETF in its category [3] Index Details - FSTA aims to match the performance of the MSCI USA IMI Consumer Staples Index before fees and expenses [3] - The MSCI USA IMI Consumer Staples Index reflects the performance of the consumer staples sector in the U.S. equity market [3] Costs - The ETF has an annual operating expense ratio of 0.08%, making it one of the least expensive options in the sector [4] - It offers a 12-month trailing dividend yield of 2.18% [4] Sector Exposure and Top Holdings - The ETF is heavily allocated to the Consumer Staples sector, with approximately 99.9% of its portfolio dedicated to this area [5] - Costco Wholesale Corp (COST) constitutes about 12.68% of total assets, followed by Walmart Inc (WMT) and Procter & Gamble Co (PG) [6] - The top 10 holdings represent around 63.33% of total assets under management [6] Performance and Risk - FSTA has increased by approximately 5.08% year-to-date and 9.08% over the past year as of July 28, 2025 [7] - The ETF has traded between $47.94 and $52.85 in the past 52 weeks [7] - With a beta of 0.58 and a standard deviation of 12.44% over the trailing three-year period, it is considered a medium-risk investment [7] Alternatives - FSTA carries a Zacks ETF Rank of 3 (Hold), indicating it is a reasonable option for investors seeking exposure to the Consumer Staples sector [8] - Other alternatives in the market include the Vanguard Consumer Staples ETF (VDC) and the Consumer Staples Select Sector SPDR ETF (XLP), with VDC having $7.64 billion in assets and XLP $15.95 billion [10]

Core Insights - The Invesco S&P 500 Equal Weight Consumer Staples ETF (RSPS) is designed to provide broad exposure to the Consumer Staples sector, launched on November 1, 2006 [1] - The ETF has accumulated over $257.18 million in assets, positioning it as an average-sized ETF in its category [3] - The fund has an annual operating expense ratio of 0.40% and a 12-month trailing dividend yield of 0.74% [4] Fund Details - RSPS aims to match the performance of the S&P 500 Equal Weight Consumer Staples Index, which equally weights stocks in the consumer staples sector [3] - The ETF is fully allocated to the Consumer Staples sector, minimizing single stock risk [5] Holdings - Estee Lauder Cos Inc (EL) constitutes approximately 3.28% of total assets, with the top 10 holdings accounting for about 28.11% of total assets under management [6] Performance Metrics - As of July 23, 2025, RSPS has gained about 2.14% year-to-date but is down approximately -0.44% over the past year [7] - The ETF has traded between $28.68 and $32.71 in the last 52 weeks, with a beta of 0.52 and a standard deviation of 12.95% over the trailing three-year period [7] Alternatives - RSPS holds a Zacks ETF Rank of 3 (Hold), indicating a moderate investment outlook based on various factors [8] - Other options in the Consumer Staples ETF space include the Vanguard Consumer Staples ETF (VDC) and the Consumer Staples Select Sector SPDR ETF (XLP), with VDC having $7.64 billion in assets and XLP $15.91 billion [10]