The 5 Best Consumer Staples Sector ETFs to Own Long-Term: PSCC vs IYK vs VDC vs FSTA vs RSPS 1.7

  • 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: 0.60

  • Long-Term Performance: 6.17% CAGR

  • S&P 500 Performance: 6.94% CAGR

  • Back test timeframe: January 1999 – October 2023

  • Number of ETFs available in this asset class: 14

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

XLP vs SPY: January 1999 – October 2023

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4 Best Consumer Staples Sector ETFs to Own Long-Term 1.6

  • 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: 0.60

  • Long-Term Performance: 6.63% CAGR

  • S&P 500 Performance: 6.81% CAGR

  • Back test timeframe: January 1999 – October 2021

  • Number of ETFs available in this asset class: 14

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

XLP vs SPY: January 1999 – October 2022

XLP vs SPY: December 22, 1999 – November 5, 2022

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Closed Position in Consumer Staples Equities (RHS) 10-18-21

Today we closed our positions in the Invesco S&P 500® Equal Weight Consumer Staples ETF (RHS). Buy 120.73. Sell 154.71. I have no problem with this fund, as it is still a good fund; we’ve just decided to move this position into a Small Cap Consumer Staples fund, the Invesco S&P SmallCap Consumer Staples ETF (PSCC). Read why we invest in the consumer staples sector right here:  4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5 

4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5

  • 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: 0.59

  • Long-Term Performance: 6.58% CAGR

  • S&P 500 Performance: 7.58% CAGR

  • Back test timeframe: January 1999 – September 2021

  • 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 2021

XLP vs SPY: December 22, 1999 – October 15, 20201

Continue reading “4 Best Long-Term Performance Consumer Staples Sector ETFs 1.5”