Consumer Defensive Funds
Funds and ETFs in this sector focus on companies that manufacture food, beverages, household and personal products, packaging, or tobacco. Consumer defensive companies also provide education & training services.
Name
|
Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Adjusted Expense Ratio
|
Total Return
1 Year
|
Total Return
3 Year
|
Total Return
5 Year
|
Fund Size
|
---|---|---|---|---|---|---|---|
iShares US Consumer Staples ETF
IYK
| 0.400% | 0.02% | 4.43% | 11.88% | 1.19 Bil | ||
iShares Global Consumer Staples ETF
KXI
| 0.410% | 1.16% | 2.01% | 4.82% | 851.18 Mil | ||
VegTech Plant-based Innovt & Clmt ETF
EATV
| — | 0.760% | −7.77% | — | — | 5.56 Mil | |
Vanguard Consumer Staples Index Admiral
VCSAX
| 0.100% | 6.29% | 6.23% | 8.55% | 8.07 Bil | ||
Vanguard Consumer Staples ETF
VDC
| 0.100% | 6.29% | 6.22% | 8.54% | 8.07 Bil | ||
The Consumer Staples Sel SectSPDR® ETF
XLP
| 0.090% | 5.38% | 5.79% | 7.92% | 15.60 Bil | ||
T. Rowe Price Global Consumer
PGLOX
| 1.050% | 11.79% | −2.11% | 6.88% | 39.59 Mil | ||
Rydex Consumer Products Inv
RYCIX
| 1.390% | −1.84% | 0.93% | 4.69% | 53.20 Mil | ||
Rydex Consumer Products H
RYCAX
| 1.640% | −2.09% | 0.69% | 4.43% | 53.20 Mil | ||
Rydex Consumer Products C
RYCPX
| 2.390% | −2.83% | −0.08% | 3.64% | 53.20 Mil | ||
Rydex Consumer Products A
RYPDX
| 1.640% | −2.09% | 0.68% | 4.42% | 53.20 Mil | ||
Invesco S&P SmallCap Consumer Stapl ETF
PSCC
| 0.290% | −2.34% | 1.57% | 9.48% | 53.80 Mil | ||
Invesco S&P 500® Eql Wt Cnsm Stapl ETF
RSPS
| 0.400% | −7.44% | 0.76% | 4.62% | 366.76 Mil | ||
Invesco Food & Beverage ETF
PBJ
| 0.570% | 1.01% | 4.57% | 7.37% | 113.26 Mil | ||
Invesco DW Consumer Staples Momt ETF
PSL
| 0.600% | 11.95% | 2.66% | 6.96% | 83.17 Mil | ||
First Trust Nasdaq Food & Beverage ETF
FTXG
| 0.600% | −7.34% | −0.31% | 4.51% | 39.80 Mil | ||
First Trust Cnsmr Staples AlphaDEX® ETF
FXG
| 0.630% | 3.37% | 5.72% | 8.29% | 408.20 Mil | ||
Fidelity Select Consumer Staples Port
FDFAX
| 0.690% | 1.24% | 3.81% | 7.37% | 1.34 Bil | ||
Fidelity MSCI Consumer Staples ETF
FSTA
| 0.084% | 6.30% | 6.18% | 8.54% | 1.07 Bil | ||
Fidelity Advisor Consumer Staples Z
FIJCX
| 0.580% | 1.35% | 3.93% | 7.50% | 1.34 Bil | ||
Fidelity Advisor Consumer Staples M
FDTGX
| 1.230% | 0.69% | 3.25% | 6.78% | 1.34 Bil | ||
Fidelity Advisor Consumer Staples I
FDIGX
| 0.710% | 1.23% | 3.80% | 7.36% | 1.34 Bil | ||
Fidelity Advisor Consumer Staples C
FDCGX
| 1.720% | 0.18% | 2.74% | 6.27% | 1.34 Bil | ||
Fidelity Advisor Consumer Staples A
FDAGX
| 0.980% | 0.95% | 3.52% | 7.07% | 1.34 Bil |