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Asset Class: Consumer Staples Sector (aka Consumer Defensive Sector)
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Oldest ETF back tested: The Consumer Staples Select Sector SPDR® Fund (XLP)
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Correlation to U.S. Stock Market: 0.59
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Long-Term Performance: 6.58% CAGR
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S&P 500 Performance: 7.58% CAGR
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Back test timeframe: January 1999 – September 2021
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Number of ETFs available in this asset class: 13
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Number of ETFs in this asset class that are 10-years old or older: 9
XLP vs SPY: January 1999 – September 2021
XLP vs SPY: December 22, 1999 – October 15, 20201
The Deep Value ETF Accumulator rankings for the 9 oldest Consumer Staples ETFs:
The 4 top ranked Consumer Staples sector ETFs head-to-head comparisons:
PSCC vs RHS vs PSL vs IYK: May 2010 – September 2021
PSCC vs RHS vs PSL vs IYK: April 7, 2010 – October 15, 2021
Stated objectives of 4 top ranked Consumer Staples sector ETFs:
PSCC – The Invesco S&P SmallCap Consumer Staples ETF (Fund) is based on the S&P SmallCap 600® Capped Consumer Staples Index (Index). The Fund will normally invest at least 90% of its total assets in the securities of small-capitalization US consumer staples companies that comprise the Index. The Index is designed to measure the overall performance of common stocks of US consumer staples companies. These companies are principally engaged in the business of providing consumer goods and services that have non-cyclical characteristics, including tobacco, textiles, food and beverage, and nondiscretionary retail. The Index is a subset of the S&P SmallCap 600® Index, which is a float-adjusted, market-capitalization-weighted index reflecting the US small-cap market. The Fund and the Index are rebalanced and reconstituted quarterly.
RHS – The Invesco S&P 500® Equal Weight Consumer Staples ETF (Fund) is based on the S&P 500® Equal Weight Consumer Staples Index (Index). The Fund will invest at least 90% of its total assets in common stocks that comprise the Index. The Index equally weights stocks in the consumer staples sector of the S&P 500® Index. The Fund and the Index are rebalanced quarterly.
PSL – The Invesco DWA Consumer Staples Momentum ETF (Fund) is based on the Dorsey Wright® Consumer Staples Technical Leaders Index (Index). The Fund will normally invest at least 90% of its total assets in the securities that comprise the Index. The Index is designed to identify companies that are showing relative strength (momentum), and is composed of at least 30 securities from the NASDAQ US Benchmark Index. Relative strength is the measurement of a security’s performance in a given universe over time as compared to the performance of all other securities in that universe. The Fund and the Index are rebalanced and reconstituted quarterly.
IYK – The iShares U.S. Consumer Staples ETF seeks to track the investment results of an index composed of U.S. equities in the consumer staples sector. Exposure to U.S. companies that produce a wide range consumer goods, including food, automobiles, and household goods. Targeted access to domestic consumer staples stocks. Use to express a sector view.
Thank you for taking time to read this article. If you found it useful, please share it with a friend.
Respectfully yours, Micah McDonald, aka the Deep Value ETF Accumulator
Previous Deep Value ETF Accumulator article on Consumer Staples sector ETFs:
4 Best Long-Term Performance Consumer Staples Sector ETFs 1.4
Disclosure: We currently own shares of RHS and we intend to sell those shares within the next 72 hours. We also intend to start a new position in PSCC within the next 72 hours. I am not a professional investment advisor. Please perform your own due diligence or seek the advice of a Registered Investment Advisor before investing in any security mentioned in this article. This website contains affiliate links to M1 Finance and Google AdSense.