Consumer Staples ETFs: How PBJ and XLP Stack Up
Compare fund strategies, sector exposures, and top holdings to see how these consumer-focused ETFs stack up for defensive investors.
Consumer Staples ETFs: How PBJ and XLP Stack Up
Overview
The State Street Consumer Staples Select Sector SPDR ETF (NYSEMKT:XLP) offers a low-cost, high-liquidity route to large-cap staples, whereas the Invesco Food & Beverage ETF (NYSEMKT:PBJ) uses a proprietary selection process to target niche food and beverage companies.
Both funds target the defensive consumer sector but through different lenses. While PBJ uses an Intellidex strategy to select 30 specific food-related stocks based on capital appreciation potential, XLP tracks the consumer staples heavyweights of the S&P 500, offering a more traditional market-cap-weighted profile for defensive investors.
Details
Beta measures price volatility relative to the S&P 500; beta is calculated from five-year monthly returns. The 1-yr return represents total return over the trailing 12 months. Dividend yield is the trailing-12-month distribution yield.
Source
Originally published at www.fool.com.
