(XLP) Consumer Staples Sector - Ratings and Ratios
Exchange: NYSE ARCA • Country: USA • Currency: USD • Type: Etf • ISIN: US81369Y3080 • Consumer Defensive
XLP: Food, Beverages, Tobacco, Household, Personal, Hygiene
The Consumer Staples Select Sector SPDR Fund (XLP) is designed to replicate the performance of its underlying index, making it a straightforward option for investors seeking exposure to the consumer staples sector. By investing at least 95% of its assets in the securities that make up the index, XLP provides a focused portfolio that aligns closely with the sectors performance.
The fund targets companies classified under the Consumer Staples sector according to the GICS, which includes businesses involved in food and beverages, household goods, and personal care products. This non-diversified approach means XLPs performance is closely tied to the specific dynamics of the consumer staples industry.
XLP is managed by State Street, a reputable entity in the ETF space, and is domiciled in the United States. For more details, investors can visit the funds website at http://www.spdrs.com.
In terms of specifics, XLP trades under the ticker symbol on the NYSE ARCA and is categorized as a Consumer Staples ETF. With an AUM of approximately $16.8 billion, it stands as one of the largest ETFs in its category, highlighting its liquidity and investor confidence.
Investors should note that while XLP does not currently report P/E, P/B, or P/S metrics, its expense ratio of 0.10% is lower than many actively managed funds, enhancing its appeal for cost-conscious investors. The funds average trading volume exceeds 10 million shares daily, ensuring liquidity for those looking to enter or exit positions efficiently.
XLP serves as a tool for investors seeking targeted exposure to large-cap consumer staples companies, making it a valuable component in sector rotation strategies or for those looking to diversify their portfolios with a stable sector.
Additional Sources for XLP ETF
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
XLP ETF Overview
Market Cap in USD | 17,032m |
Category | Consumer Defensive |
TER | 0.09% |
IPO / Inception | 1998-12-16 |
XLP ETF Ratings
Growth 5y | 74.3% |
Fundamental | - |
Dividend | 59.1% |
Rel. Strength Industry | -1.51 |
Analysts | - |
Fair Price Momentum | 82.55 USD |
Fair Price DCF | - |
XLP Dividends
Dividend Yield 12m | 2.75% |
Yield on Cost 5y | 4.70% |
Annual Growth 5y | 5.19% |
Payout Consistency | 99.1% |
XLP Growth Ratios
Growth Correlation 3m | 46.2% |
Growth Correlation 12m | 74.5% |
Growth Correlation 5y | 90% |
CAGR 5y | 11.50% |
CAGR/Max DD 5y | 0.71 |
Sharpe Ratio 12m | 0.96 |
Alpha | 2.37 |
Beta | 0.24 |
Volatility | 14.54% |
Current Volume | 22000.9k |
Average Volume 20d | 15889.1k |
As of March 13, 2025, the stock is trading at USD 79.70 with a total of 22,000,866 shares traded.
Over the past week, the price has changed by -3.32%, over one month by -1.06%, over three months by -2.37% and over the past year by +7.87%.
Yes. Based on ValueRay Analyses, Consumer Staples Sector (NYSE ARCA:XLP) is currently (March 2025) a good stock to buy. It has a ValueRay Growth Rating of 74.28 and therefor a clear technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of XLP as of March 2025 is 82.55. This means that XLP is currently overvalued and has a potential downside of 3.58%.
Consumer Staples Sector has no consensus analysts rating.
According to ValueRays Forecast Model, XLP Consumer Staples Sector will be worth about 89.7 in March 2026. The stock is currently trading at 79.70. This means that the stock has a potential upside of +12.6%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | - | - |
Analysts Target Price | - | - |
ValueRay Target Price | 89.7 | 12.6% |