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08-07-2025
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Should You Invest in the Consumer Staples Select Sector SPDR ETF (XLP)?
Designed to provide broad exposure to the Consumer Staples - Broad segment of the equity market, the Consumer Staples Select Sector SPDR ETF (XLP) is a passively managed exchange traded fund launched on 12/16/1998. Retail and institutional investors increasingly turn to passively managed ETFs because they offer low costs, transparency, flexibility, and tax efficiency; these kind of funds are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Consumer Staples - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 14, placing it in bottom 13%. The fund is sponsored by State Street Global Advisors. It has amassed assets over $16.07 billion, making it the largest ETF attempting to match the performance of the Consumer Staples - Broad segment of the equity market. XLP seeks to match the performance of the Consumer Staples Select Sector Index before fees and expenses. The Consumer Staples Select Sector Index seeks to provide an effective representation of the consumer staples sector of the S&P 500 Index. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.08%, making it the least expensive product in the space. It has a 12-month trailing dividend yield of 2.45%. While ETFs offer diversified exposure, which minimizes single stock risk, a deep look into a fund's holdings is a valuable exercise. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Staples sector--about 100% of the portfolio. Looking at individual holdings, Costco Wholesale Corp (COST) accounts for about 10.28% of total assets, followed by Walmart Inc (WMT) and Procter + Gamble Co/the (PG). The top 10 holdings account for about 62.25% of total assets under management. The ETF has gained about 5.69% so far this year and is up roughly 8.71% in the last one year (as of 07/08/2025). In that past 52-week period, it has traded between $76.23 and $84.26. The ETF has a beta of 0.56 and standard deviation of 12.51% for the trailing three-year period, making it a medium risk choice in the space. With about 41 holdings, it has more concentrated exposure than peers. Consumer Staples Select Sector SPDR ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, XLP is a good option for those seeking exposure to the Consumer Staples ETFs area of the market. Investors might also want to consider some other ETF options in the space. IShares U.S. Consumer Staples ETF (IYK) tracks Dow Jones U.S. Consumer Goods Index and the Vanguard Consumer Staples ETF (VDC) tracks MSCI US Investable Market Consumer Staples 25/50 Index. IShares U.S. Consumer Staples ETF has $1.46 billion in assets, Vanguard Consumer Staples ETF has $7.68 billion. IYK has an expense ratio of 0.40% and VDC charges 0.09%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Consumer Staples Select Sector SPDR ETF (XLP): ETF Research Reports Procter & Gamble Company (The) (PG) : Free Stock Analysis Report Walmart Inc. (WMT) : Free Stock Analysis Report Costco Wholesale Corporation (COST) : Free Stock Analysis Report Vanguard Consumer Staples ETF (VDC): ETF Research Reports iShares U.S. Consumer Staples ETF (IYK): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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08-07-2025
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Should You Invest in the iShares U.S. Utilities ETF (IDU)?
Looking for broad exposure to the Utilities - Broad segment of the equity market? You should consider the iShares U.S. Utilities ETF (IDU), a passively managed exchange traded fund launched on 06/12/2000. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Utilities - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 1, placing it in top 6%. The fund is sponsored by Blackrock. It has amassed assets over $1.38 billion, making it one of the average sized ETFs attempting to match the performance of the Utilities - Broad segment of the equity market. IDU seeks to match the performance of the Dow Jones U.S. Utilities Index before fees and expenses. The Russell 1000 Utilities RIC 22.5/45 Capped Index measures the performance of the utilities sector of the U.S. equity market. It includes companies in the following sectors: electricity and gas, water and multi-utilities. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.39%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 2.35%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Utilities sector--about 89.20% of the portfolio, followed by Industrials. Looking at individual holdings, Nextera Energy Inc (NEE) accounts for about 10.40% of total assets, followed by Southern (SO) and Waste Management Inc (WM). The top 10 holdings account for about 54.05% of total assets under management. The ETF has added roughly 10.14% and it's up approximately 21.68% so far this year and in the past one year (as of 07/08/2025), respectively. IDU has traded between $88.51 and $106.11 during this last 52-week period. The ETF has a beta of 0.58 and standard deviation of 16.94% for the trailing three-year period, making it a medium risk choice in the space. With about 47 holdings, it has more concentrated exposure than peers. IShares U.S. Utilities ETF holds a Zacks ETF Rank of 2 (Buy), which is based on expected asset class return, expense ratio, and momentum, among other factors. Because of this, IDU is an outstanding option for investors seeking exposure to the Utilities/Infrastructure ETFs segment of the market. There are other additional ETFs in the space that investors could consider as well. Vanguard Utilities ETF (VPU) tracks MSCI US Investable Market Utilities 25/50 Index and the Utilities Select Sector SPDR ETF (XLU) tracks Utilities Select Sector Index. Vanguard Utilities ETF has $7.05 billion in assets, Utilities Select Sector SPDR ETF has $19.11 billion. VPU has an expense ratio of 0.09% and XLU charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares U.S. Utilities ETF (IDU): ETF Research Reports NextEra Energy, Inc. (NEE) : Free Stock Analysis Report Southern Company (The) (SO) : Free Stock Analysis Report Waste Management, Inc. (WM) : Free Stock Analysis Report Utilities Select Sector SPDR ETF (XLU): ETF Research Reports Vanguard Utilities ETF (VPU): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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08-07-2025
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Should You Invest in the iShares U.S. Consumer Discretionary ETF (IYC)?
Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the iShares U.S. Consumer Discretionary ETF (IYC) is a passively managed exchange traded fund launched on 06/12/2000. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Consumer Discretionary - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 9, placing it in bottom 44%. The fund is sponsored by Blackrock. It has amassed assets over $1.64 billion, making it one of the larger ETFs attempting to match the performance of the Consumer Discretionary - Broad segment of the equity market. IYC seeks to match the performance of the Dow Jones U.S. Consumer Services Index before fees and expenses. The Russell 1000 Consumer Disc 40 Act 15/22.5 Daily Capped Index measures the performance of the consumer services sector of the U.S. equity market. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.39%, making it one of the cheaper products in the space. It has a 12-month trailing dividend yield of 0.51%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Discretionary sector--about 68.30% of the portfolio. Telecom and Consumer Staples round out the top three. Looking at individual holdings, Amazon Com Inc (AMZN) accounts for about 15.31% of total assets, followed by Tesla Inc (TSLA) and Netflix Inc (NFLX). The top 10 holdings account for about 52.55% of total assets under management. Year-to-date, the iShares U.S. Consumer Discretionary ETF has gained about 4.54% so far, and is up roughly 21.27% over the last 12 months (as of 07/08/2025). IYC has traded between $76.12 and $101.28 in this past 52-week period. The ETF has a beta of 1.19 and standard deviation of 20.32% for the trailing three-year period, making it a medium risk choice in the space. With about 180 holdings, it effectively diversifies company-specific risk. IShares U.S. Consumer Discretionary ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, IYC is a reasonable option for those seeking exposure to the Consumer Discretionary ETFs area of the market. Investors might also want to consider some other ETF options in the space. Vanguard Consumer Discretionary ETF (VCR) tracks MSCI US Investable Market Consumer Discretionary 25/50 Index and the Consumer Discretionary Select Sector SPDR ETF (XLY) tracks Consumer Discretionary Select Sector Index. Vanguard Consumer Discretionary ETF has $6.08 billion in assets, Consumer Discretionary Select Sector SPDR ETF has $22.76 billion. VCR has an expense ratio of 0.09% and XLY charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report iShares U.S. Consumer Discretionary ETF (IYC): ETF Research Reports Inc. (AMZN) : Free Stock Analysis Report Netflix, Inc. (NFLX) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report Consumer Discretionary Select Sector SPDR ETF (XLY): ETF Research Reports Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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08-07-2025
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Should You Invest in the Vanguard Consumer Discretionary ETF (VCR)?
Designed to provide broad exposure to the Consumer Discretionary - Broad segment of the equity market, the Vanguard Consumer Discretionary ETF (VCR) is a passively managed exchange traded fund launched on 01/26/2004. Passively managed ETFs are becoming increasingly popular with institutional as well as retail investors due to their low cost, transparency, flexibility and tax efficiency. They are excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Consumer Discretionary - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 9, placing it in bottom 44%. The fund is sponsored by Vanguard. It has amassed assets over $6.08 billion, making it one of the largest ETFs attempting to match the performance of the Consumer Discretionary - Broad segment of the equity market. VCR seeks to match the performance of the MSCI US Investable Market Consumer Discretionary 25/50 Index before fees and expenses. The MSCI US Investable Market Consumer Discretionary 25/50 Index is designed to transition in and out of securities affected by pending updates to the consumer discretionary sector. When considering an ETF's total return, expense ratios are an important factor, and cheaper funds can significantly outperform their more expensive counterparts in the long term if all other factors remain equal. Annual operating expenses for this ETF are 0.09%, making it one of the least expensive products in the space. It has a 12-month trailing dividend yield of 0.81%. It is important to delve into an ETF's holdings before investing despite the many upsides to these kinds of funds like diversified exposure, which minimizes single stock risk. And, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Discretionary sector--about 99.90% of the portfolio. Looking at individual holdings, Inc (AMZN) accounts for about 22.78% of total assets, followed by Tesla Inc (TSLA) and Home Depot Inc/the (HD). Year-to-date, the Vanguard Consumer Discretionary ETF has lost about -2.49% so far, and is up roughly 14.84% over the last 12 months (as of 07/08/2025). VCR has traded between $290.42 and $401.37 in this past 52-week period. The ETF has a beta of 1.29 and standard deviation of 23.42% for the trailing three-year period, making it a medium risk choice in the space. With about 298 holdings, it effectively diversifies company-specific risk. Vanguard Consumer Discretionary ETF carries a Zacks ETF Rank of 3 (Hold), which is based on expected asset class return, expense ratio, and momentum, among other factors. Thus, VCR is a reasonable option for those seeking exposure to the Consumer Discretionary ETFs area of the market. Investors might also want to consider some other ETF options in the space. IShares U.S. Home Construction ETF (ITB) tracks Dow Jones U.S. Select Home Construction Index and the Consumer Discretionary Select Sector SPDR ETF (XLY) tracks Consumer Discretionary Select Sector Index. IShares U.S. Home Construction ETF has $2.35 billion in assets, Consumer Discretionary Select Sector SPDR ETF has $22.76 billion. ITB has an expense ratio of 0.39% and XLY charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Vanguard Consumer Discretionary ETF (VCR): ETF Research Reports Inc. (AMZN) : Free Stock Analysis Report The Home Depot, Inc. (HD) : Free Stock Analysis Report Tesla, Inc. (TSLA) : Free Stock Analysis Report iShares U.S. Home Construction ETF (ITB): ETF Research Reports Consumer Discretionary Select Sector SPDR ETF (XLY): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
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08-07-2025
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Should You Invest in the First Trust Consumer Staples AlphaDEX ETF (FXG)?
Looking for broad exposure to the Consumer Staples - Broad segment of the equity market? You should consider the First Trust Consumer Staples AlphaDEX ETF (FXG), a passively managed exchange traded fund launched on 05/08/2007. An increasingly popular option among retail and institutional investors, passively managed ETFs offer low costs, transparency, flexibility, and tax efficiency; they are also excellent vehicles for long term investors. Sector ETFs also provide investors access to a broad group of companies in particular sectors that offer low risk and diversified exposure. Consumer Staples - Broad is one of the 16 broad Zacks sectors within the Zacks Industry classification. It is currently ranked 14, placing it in bottom 13%. The fund is sponsored by First Trust Advisors. It has amassed assets over $296.48 million, making it one of the average sized ETFs attempting to match the performance of the Consumer Staples - Broad segment of the equity market. FXG seeks to match the performance of the StrataQuant Consumer Staples Index before fees and expenses. The StrataQuant Consumer Staples Index is a modified equal-dollar weighted index designed by the AMEX to objectively identify and select stocks from the Russell 1000 Index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX screening methodology. Cost is an important factor in selecting the right ETF, and cheaper funds can significantly outperform their more expensive counterparts if all other fundamentals are the same. Annual operating expenses for this ETF are 0.62%, making it one of the most expensive products in the space. It has a 12-month trailing dividend yield of 2.24%. Even though ETFs offer diversified exposure that minimizes single stock risk, investors should also look at the actual holdings inside the fund. Luckily, most ETFs are very transparent products that disclose their holdings on a daily basis. This ETF has heaviest allocation in the Consumer Staples sector--about 86.60% of the portfolio, followed by Healthcare. Looking at individual holdings, Casey's General Stores, Inc. (CASY) accounts for about 4.90% of total assets, followed by Mckesson Corporation (MCK) and Cencora Inc. (COR). The top 10 holdings account for about 41.20% of total assets under management. The ETF has added roughly 1.03% and it's up approximately 1.92% so far this year and in the past one year (as of 07/08/2025), respectively. FXG has traded between $61.21 and $70.06 during this last 52-week period. The ETF has a beta of 0.57 and standard deviation of 12.84% for the trailing three-year period, making it a medium risk choice in the space. With about 41 holdings, it has more concentrated exposure than peers. First Trust Consumer Staples AlphaDEX ETF sports a Zacks ETF Rank of 4 (Sell), which is based on expected asset class return, expense ratio, and momentum, among other factors. FXG, then, is not a great choice for investors seeking exposure to the Consumer Staples ETFs segment of the market. Instead, there are better ETFs in the space to consider. Vanguard Consumer Staples ETF (VDC) tracks MSCI US Investable Market Consumer Staples 25/50 Index and the Consumer Staples Select Sector SPDR ETF (XLP) tracks Consumer Staples Select Sector Index. Vanguard Consumer Staples ETF has $7.68 billion in assets, Consumer Staples Select Sector SPDR ETF has $16.07 billion. VDC has an expense ratio of 0.09% and XLP charges 0.08%. To learn more about this product and other ETFs, screen for products that match your investment objectives and read articles on latest developments in the ETF investing universe, please visit Zacks ETF Center. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report First Trust Consumer Staples AlphaDEX ETF (FXG): ETF Research Reports McKesson Corporation (MCK) : Free Stock Analysis Report Cencora, Inc. (COR) : Free Stock Analysis Report Casey's General Stores, Inc. (CASY) : Free Stock Analysis Report Consumer Staples Select Sector SPDR ETF (XLP): ETF Research Reports Vanguard Consumer Staples ETF (VDC): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
