Consumer-staples ETFs
XLP vs IYK.
Consumer Staples Select Sector SPDR Fund (S&P 500 consumer-staples sector) against iShares U.S. Consumer Staples ETF (Russell 1000 Consumer Staples RIC 22.5/45 Capped) — fees, long-horizon total returns, holdings overlap, and sector tilt, side by side.
Performance · total returndaily bars · as of 2026-07-16
| XLP | IYK | SPREAD | |
|---|---|---|---|
| YTD (cumulative) | +11.9% | — | — |
| 1Y CAGR | +9.76% | — | — |
| 3Y CAGR | +7.80% | — | — |
| 5Y CAGR | +6.63% | — | — |
| 10Y CAGR | +7.26% | — | — |
| Since inception CAGR | +6.83% | — | — |
Total return: dividend- and split-adjusted daily closes (distributions reinvested). Spread is XLP minus IYK. XLP since-inception measured from first available bar December 22, 1998. Since-inception spans differ — compare that row with care.
Fund facts
| XLP | IYK | |
|---|---|---|
| Name | State Street Consumer Staples Select Sector SPDR ETF | iShares US Consumer Staples ETF |
| Category | Consumer Defensive | Consumer Defensive |
| Style | Passive | Passive |
| Expense ratio | 0.08% | — |
| Assets (AUM) | $13.6B | $1.3B |
| Dividend yield | 2.64% | 2.61% |
| Avg volume (3-mo) | 11.8M | 282K |
| Inception | December 16, 1998 | June 12, 2000 |
| Benchmark proxy | S&P 500 | S&P 500 |
Expense ratios verified against issuer fact sheets. Dividend yield is trailing 12-month distributions divided by price, as reported by the fund data provider.
Holdings overlaptop-25 holdings · coverage XLP 62.3% · IYK 65.8%
38.2%of portfolio weight overlaps8 shared of top 10
| Shared holding | XLP | IYK | MIN |
|---|---|---|---|
| PGProcter & Gamble Co | 7.42% | 13.34% | 7.42% |
| KOCoca-Cola Co | 6.84% | 12.36% | 6.84% |
| PMPhilip Morris International Inc | 6.13% | 11.08% | 6.13% |
| MOAltria Group Inc | 4.53% | 4.33% | 4.33% |
| PEPPepsiCo Inc | 4.32% | 7.36% | 4.32% |
| CLColgate-Palmolive Co | 4.69% |
Sector tilt XLP IYK
Consumer Defensive98.1% / 82.6%+15.5pp
Healthcare— / 13.3%
Basic Materials— / 2.7%
Consumer Cyclical
More consumer-staples etfs
ALAN GLOBAL INTELLIGENCE · alanglobalintelligence.comdaily bars as of 2026-07-16 · fund facts · issuer-verified · holdings · fund data provider
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For information and research only. Not investment advice. ALAN does not place trades or execute orders. Figures come from the sources shown and can lag the market; verify independently before making decisions. Past performance is not predictive of future results.