Tag: Consumer-Defensive

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4 Best Long-Term Performance Consumer Staples Sector ETFs 1.4

  • Asset Class: Consumer Staples Sector (aka Consumer Defensive Sector)

  • Oldest ETF back tested: The Consumer Staples Select Sector SPDR® Fund (XLP)

  • Correlation to U.S. Stock Market: 0.58

  • Long-Term Performance: 6.42% CAGR

  • S&P 500 Performance: 6.65% CAGR

  • Back test timeframe: January 1999 – September 2020

  • Number of ETFs available in this asset class: 13

  • Number of ETFs in this asset class that are 10-years old or older: 9

XLP vs SPY: January 1999 – September 2020

 

 

XLP vs SPY: December 22, 1999 – October 9, 2020

Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.4”

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Best And Worst Q4 2019: Consumer Non-Cyclicals ETFs And Mutual Funds (RHS)

Summary

  • The Consumer Non-cyclicals sector ranks second in Q4’19.
  • Based on an aggregation of ratings of the 137 stocks in the Consumer Non-cyclicals sector.
  • RHS is our top-rated Consumer Non-cyclicals ETF and FIJCX is our top-rated Consumer Non-cyclicals mutual fund.

Continue reading at Seeking Alpha right here: https://seekingalpha.com/article/4303701-best-worst-q4-2019-consumer-non-cyclicals-etfs-mutual-funds

 

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4 Best Long-Term Performance Consumer Staples Sector ETFs 1.3

  • The oldest Consumer Staples Sector ETF has outperformed an S&P 500 index fund by 0.13% CAGR, while being less volatile and having a low correlation to the US equity markets
  • There are 16 ETFs to pick from in the Consumer Staples category
  • 8 of these Consumer Staples Sector ETFs have been available for 10 years or longer
  • This article focuses on the long-term performance of these 8 older ETFs

XLP vs S&P 500 Index Fund: January 1999 – September 2019

Source: https://www.portfoliovisualizer.com/

Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.3”

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Best Long-Term Performance Consumer Staples (Defensive) ETFs 1.2

  • The oldest available Consumer Staples ETF has nearly matched the return of an S&P 500 index fund over the last 19 years.
  • Consumer Staples funds tend to have low correlation to broad U.S. Market funds, making a Consumer Staples ETF an excellent diversifier in a worldwide equity portfolio
  • Morningstar has identified 16 ETFs as Consumer Defensive funds. Eight of these funds are 10 years old or older

The Consumer Staples Select Sector SPDR® Fund (XLP) is the oldest available consumer defensive ETF. The inception date for this fund is December 16, 1998. Since that time, this fund has nearly matched the returns of an S&P 500 index fund. While that is not very impressive, it is noteworthy that this fund has a very low correlation to the overall U.S. Markets and it has been less volatile than an S&P 500 index fund.

XLP vs S&P 500 index fund: January 1999 – October 2018

Source: https://www.portfoliovisualizer.com/

Continue reading “Best Long-Term Performance Consumer Staples (Defensive) ETFs 1.2”

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Took Some Profits In Our Consumer Staples Equities Today (RHS) 10-11-18

This is a non-traditional sell for the Deep Value ETF Accumulator. A couple weeks ago (9/27/18), I had decided that I would migrate funds that are in my TDA brokerage account to my M1 Finance brokerage account. I had a little more than a 6% profit showing in RHS at that time, so I set a 3% trailing stop limit order. The 3% trailing stop was tripped today. I still believe that the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS) is a great fund and we will continue to invest in it through our TDA IRAs and in our M1 Finance brokerage account.  Read why we invest in RHS right here: Best Long-Term Performance Consumer Defensive (Staples) ETFs.  Price paid $121.79. Price sold $125.87.

 

 

 

 

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Invesco S&P 500 Equal Weight Consumer Staples ETF (RHS) Declares Quarterly Dividend of $0.72 – 2.2%

Invesco S&P 500 Equal Weight Consumer Staples ETF (NYSEARCA:RHS) announced a quarterly dividend on Monday, September 24th, Wall Street Journal reports. Stockholders of record on Tuesday, September 25th will be paid a dividend of 0.7168 per share on Friday, September 28th. This represents a $2.87 annualized dividend and a dividend yield of 2.20%. The ex-dividend […]
— Read on www.fairfieldcurrent.com/2018/09/25/invesco-sp-500-equal-weight-consumer-staples-etf-rhs-declares-quarterly-dividend-of-0-72.html

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Rydex S&P Equal Weight Consumer Stap ETF (RHS) to Issue Special Dividend of $0.69 – Macon Daily

Rydex S&P Equal Weight Consumer Stap ETF (NYSEARCA:RHS) declared a special dividend on Monday, June 18th, Wall Street Journal reports. Shareholders of record on Monday, June 18th will be paid a dividend of 0.6916 per share on Friday, June 29th. The ex-dividend date is Friday, June 15th. NYSEARCA:RHS opened at $123.04 on Tuesday. Rydex S&P […]
— Read on macondaily.com/2018/06/19/rydex-sp-equal-weight-consumer-stap-etf-rhs-to-issue-special-dividend-of-0-69.html

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Getting Defensive With Consumer Staples ETFs (RHS)

Summary:

  • Getting defensive with XLP and RHS, consumer staples ETFs.
  • Consumer staples ETFs fall less in bear markets, but also rise less in bull markets.
  • Low starting yields, but dividend growth rates are excellent.
  • This idea was discussed in more depth with members of my private investing community, Cambridge Income Laboratory.

Continue reading at Seeking Alpha: ETF Month #5:  Getting Defensive With Consumer Staples ETFs