Like the other two, the stock under consideration occupies the top position in the basket with about 16% of assets. ETF Trends and ETF Database , the preeminent digital platforms for ETF news, research, tools, video, webcasts, native content channels, and more. The ETF Trends and ETF Database brands have been trusted amongst advisors, institutional investors, and individual investors for a combined 25 years.
In other sector news, the tech space looks to be showcased on Tuesday as multiple mega-cap segment leaders prepare to deliver Q1 earnings. Supporting their topside moves have been some of XLP’s and VDC’s overlapping holdings. Gains have come from names like Proctor & Gamble , Coca Cola , and PepsiCo , three stocks with significant weightings in both ETFs. Our team at ETF Database is committed to making our website the premier source of information on ETF investing with the world’s highest quality ETF tools, content, and resources. Sean Graytok is our Co-Founder and leading expert in investing and financial management. His work has been cited in leading industry publications, such as InvestorPlace and Business Insider.
However, such a rally added to the overvaluation concern. Even though PG had a favorable day, its impact on the rest of the consumer staples market wasn’t as solid as some might expect. Yes, all of the major consumer staples ETFs were up, but their gains were not profuse. In the reported quarter, the gross margin increased 150 basis points to 48.2%. Favorable currency rates aided the gross margin by 0.7%. The currency-neutral gross margin improved 220 bps to 48.9%.
The figure also beat the Zacks Consensus Estimate and our estimate of $1.32. Currency-neutral core earnings per share rose 13% year over year. Sector and region weightings are calculated using only long position holdings of the portfolio. © 2023 Market data provided is at least 15-minutes delayed and hosted by Barchart Solutions.
The https://1investing.in/ly returns are then compounded to arrive at the annual return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations. Zacks Ranks stocks can, and often do, change throughout the month. Certain Zacks Rank stocks for which no month-end price was available, pricing information was not collected, or for certain other reasons have been excluded from these return calculations. The Fund seeks to track the performance of a benchmark index that measures the investment return of consumer staples stocks.
Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Data are provided ‘as is’ for informational purposes only and are not intended for trading purposes. Data may be intentionally delayed pursuant to supplier requirements. Consumer staples delivered a good show in recent months on global growth concerns as this safe sector had a reason to outperform.
We also sell both admissions and sponsorship packages for our investment conferences and advertising on our websites and newsletters. Thanks to an upbeat earnings release, shares of PG notched up about 3.5% in the key trading session of Apr 21, 2023. The gain also reflected in the ETF world, with consumer staples funds being benefited moderately. Many of the key funds in this segment have a double-digit allocation to the consumer product giant, suggesting that the performance of the fund is highly dependent on P&G’s performance. This ETF tracks the Dow Jones U.S. Consumer Goods Index, giving investors exposure to the broad consumer staples space.
ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style. The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. Consumer staples tend to be a good investment during periods of economic turmoil.
The what is aaa rating definition and that means Consumer Staples ETF holds approximately 100 stocks while XLP holds 34. VDC’s top holdings are similar to those of XLP – the likes of Procter & Gamble, Coca-Cola, PepsiCo, and Costco – but VDC has smaller allocations to them. The Consumer Staples Select Sector SPDR Fund invests in the Consumer Staples sector of the S&P 500 Index.
So assuming a buy price of $58.35 per unit, this investor would have been able to bag 85 Vanguard Australian Shares ETF units, with around $40 left over for brokerage costs. On the ASX today, VAS units have just closed at $90.60 each. That’s worth a capital gain of 55.27% over the past three-and-a-bit years alone, and would give our investor’s 85 units a value of $7,701 today.
View charts that break down the influence that fund flows and price had on overall assets. A valuation method that multiplies the price of a company’s stock by the total number of outstanding shares. RHS is a better option than XLP if a 16% allocation to Procter & Gamble makes you uneasy, or if you don’t like how the top ten holdings in XLP account for 72% of the fund’s total assets. In our analysis below, we will see what makes each of these exchange-traded funds unique. Provide specific products and services to you, such as portfolio management or data aggregation. The Process Pillar is our assessment of how sensible, clearly defined, and repeatable VDC’s performance objective and investment process is for both security selection and portfolio construction.
We provide a platform for our authors to report on investments fairly, accurately, and from the investor’s point of view. We also respect individual opinions––they represent the unvarnished thinking of our people and exacting analysis of our research processes. Our authors can publish views that we may or may not agree with, but they show their work, distinguish facts from opinions, and make sure their analysis is clear and in no way misleading or deceptive.
Organic sales are likely to increase 6% in fiscal 2023 versus 4-5% growth mentioned earlier. Currency movements are expected to negatively impact all-in sales growth by 5%. While U.S. markets are hovering near record highs, high net-worth investors are wary of what the…
Get our overall rating based on a fundamental assessment of the pillars below.
The Vanguard Consumer Staples ETF invests in 100+ equities in the consumer staples sector. It provides multi-cap exposure across the entire industry. While you might already know that you can invest in consumer staples like food and tobacco products, you might not know that you can also invest in what people buy when they have more to spend. Maintaining independence and editorial freedom is essential to our mission of empowering investor success.
Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. And we have unwavering standards for how we keep that integrity intact, from our research and data to our policies on content and your personal data. The Motley Fool launched its Australian presence in 2011, and since then has grown to reach over 1 million Australians. Now picking the bottom of a market crash is a very difficult needle to thread. Most of us would probably do better if we avoided attempting such a difficult task. But let’s say, for argument’s sake, that an investor managed to time the bottom of this COVID crash perfectly and invested $5,000 into Vanguard Australian Shares ETF units on 23 March.
We have identified the four best Consumer Staples ETFs based on performance, fees, and diversification. Let’s find out which is most suitable for your investing goals. The best funds for retirees should include solid financial strategies for generating enough money to cover the later-year living expenses.
This included $2.2 billion of dividend payouts and $1.4 billion of share buybacks. It expects reported EPS to be flat to up 4% from the $5.81 reported in fiscal 2022. However, the company expects EPS at the low end of the prior-mentioned range due to the ongoing commodity and material cost headwinds, and currency impacts.
A consumer staple ETF (exchange-traded fund) is an investment fund that tracks a series of stocks in companies that produce essential goods and services. His investment philosophy is a simple one – buying high-quality companies at prices that make sense. When he’s not researching his next investment at all hours of the morning, Sebastian enjoys classic movies and likes to unwind with a good book, newspaper or record.
At the center of everything we do is a strong commitment to independent research and sharing its profitable discoveries with investors. This dedication to giving investors a trading advantage led to the creation of our proven Zacks Rank stock-rating system. Since 1988 it has more than doubled the S&P 500 with an average gain of +24.27% per year. These returns cover a period from January 1, 1988 through April 3, 2023. Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return.
The optimal amount of diversification varies by the investor. Depending on your preferences, the choice between VDC and XLP should be apparent. Please note that “more diversification” does not make one fund better than another; you don’t want to diversify your portfolio out of the winners.
Sean is interested in the people and technologies that are improving the world. This article was updated on August 8th, 2022 to reflect the changes in performance, holdings, and other relevant characteristics of each fund. The Consumer Staples Select Sector SPDR Fund and the Vanguard Consumer Staples ETF are good consumer staples ETFs to buy if you’re seeking diversified exposure to this sector of the economy.
The prospectus contains complete information on advisory fees, distribution charges, and other expenses. Recent stocks from this report have soared up to +178.7% in 3 months – this month’s picks could be even better. The company returned $3.6 billion of value to its shareholders in the fiscal third quarter.
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