evenfolio
State Street Investment ManagementConsumer DefensiveXLP · NYSE Arca

State Street Consumer Staples Select Sector SPDR ETF (XLP)

Price
$83.38
11 Sept 2026
Assets
$14.5B
Total net assets
Expense ratio
0.08%
Category 0.74%
Yield
2.59%
Trailing distributions
3Y CAGR
7.7%+2.9%
Category 4.9%
5Y CAGR
5.8%+1.5%
Category 4.2%
Loading NAV history…
State Street Consumer Staples Select Sector SPDR ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
Maximum drawdown
Sharpe ratio
Sortino ratio
Beta
Alpha
Information ratio
Upside capture
Downside capture
Tracking error
Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-2.0%-2.2%-0.4%+8.7%+6.3%+7.7%+5.8%+7.6%+6.7%
Consumer Defensive average-2.6%-2.1%-0.3%7.8%3.1%4.9%4.2%6.8%6.9%
Difference+0.5%-0.1%-0.1%+0.9%+3.2%+2.9%+1.5%+0.8%-0.2%

Holdings

The 10 largest positions make up 61.7% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
WMTWalmart Inc9.82%
COSTCostco Wholesale Corp8.95%
KOCoca-Cola Co7.33%
PGProcter & Gamble Co7.22%
PMPhilip Morris International Inc6.24%
TGTTarget Corp4.66%
CLColgate-Palmolive Co4.52%
PEPPepsiCo Inc4.40%
MDLZMondelez International Inc Class A4.38%
MOAltria Group Inc4.24%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
25.1
P/B
4.6
P/S
1.4
P/CF
14.8

Sector allocation

Share of the equity the fund holds.

98.2%Consumer staples2 sectors
  1. Consumer staples98.2%
  2. Consumer discretionary1.8%

Asset mix

  • Stocks99.9%
  • Cash0.1%

ETF details

Issuer
State Street Investment Management
Category
Equity · Consumer Defensive
Ticker
XLP
Exchange
NYSE Arca
Inception
16 Dec 1998 (27.7 years)
Structure
Exchange Traded Fund
Expense ratio
0.08% (category 0.74%)
Holdings turnover
8% (category 26%)
Distribution yield
2.59%
Beta, 3 years
0.49
Total net assets
$14.5B

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

Other consumer defensive ETFs

Other ETFs in the Consumer Defensive category.

Search

Search funds, pages and tools