Tag: XLP

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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 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

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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

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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/

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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/

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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