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XLP Sector — Cons. Staples ETF (XLP)

Sector — Cons. Staples · Benchmark: Index Benchmark · Domiciled in US

AUM
$201.1B
Expense ratio
34.00%
Inception
2014-08-15
VMCI-Composite
70/100
5y CAGR
12.1%

VMCI-Composite holdings score

ValueMarkers builds the VMCI-Composite by taking the underlying VMCI score for each of the ETF's top-10 holdings and weighting it by the holding's share of the fund. The number summarizes the fundamentals of the largest positions on the five-pillar framework — Value, Quality, Integrity, Growth, Risk.

XLP Sector — Cons. Staples ETF — analysis

Top-line read on XLP: $201.1B of investor capital sitting inside the sector — cons. staples XLP Sector — Cons. Staples ETF fund, with the issuer charging 34 bps on top of total expenses each year. Inception 2014-08-15, benchmark Index Benchmark.

On the underlying-fundamentals lens, XLP prints VMCI-Composite 70/100. The composite is a weighted mean of the top-10 holdings' VMCI scores, so a higher number indicates the fund's largest positions screen well on the five-pillar framework against Index Benchmark alternatives.

Against Index Benchmark, XLP compounded 12.1% per year over five years (benchmark: 13.0%). Tracking quality on the sector — cons. staples sleeve reads fair on that single statistic.

XLP income summary: 3.60% trailing yield, distributions up 9.1% per year over five years. The yield sits in the high-yield band for the sector — cons. staples cohort.

Concentration: top-10 holdings represent 29% of XLP, with AAPL as the largest position at 3.60% of the fund. The sector tilt leans to Technology (33%), which is the dominant exposure investors should size around.

Direct peer set for XLP: SPY, VOO, VTI. The comparison is most useful on three lines — expense ratio, tracking error to Index Benchmark, and distribution behaviour over five years.

Top 25 holdings

#TickerWeightVMCI
1AAPL3.60%76
2MSFT3.35%54
3NVDA3.31%73
4AMZN3.10%80
5GOOGL2.93%66
6META2.76%67
7BRK-B2.76%88
8TSLA2.54%46
9V2.37%68
10JPM2.37%87
11UNH2.33%43
12XOM2.25%80
13JNJ2.12%72
14PG1.99%41
15MA1.87%64
16HD1.74%72
17MRK1.61%56
18AVGO1.36%79
19PEP1.31%65
20COST1.06%57
21KO1.02%56
22WMT0.81%44
23BAC0.64%74
24CVX0.47%67
25ADBE0.34%86

Performance & income

YTD
3.1%
1y total return
10.3%
3y CAGR
11.9%
5y CAGR vs benchmark
12.1% / 13.0%
Dividend yield
3.60%
5y distribution CAGR
9.1%

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