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% | 0.85% | 4.53% | 12.23% | 1.19 Bil | ||
| iShares Global Consumer Staples ETF
KXI
| 0.410% | 1.43% | 1.92% | 5.02% | 844.85 Mil | ||
| VegTech Plant-based Innovt & Clmt ETF
EATV
| — | 0.760% | −7.22% | — | — | 5.54 Mil | |
| Vanguard Consumer Staples Index Admiral
VCSAX
| 0.100% | 7.18% | 6.29% | 8.87% | 8.07 Bil | ||
| Vanguard Consumer Staples ETF
VDC
| 0.100% | 7.17% | 6.28% | 8.86% | 8.07 Bil | ||
| The Consumer Staples Sel SectSPDR® ETF
XLP
| 0.090% | 6.23% | 5.83% | 8.24% | 15.52 Bil | ||
| T. Rowe Price Global Consumer
PGLOX
| 1.050% | 11.93% | −2.09% | 7.06% | 39.43 Mil | ||
| Rydex Consumer Products Inv
RYCIX
| 1.390% | −0.94% | 1.01% | 5.06% | 53.29 Mil | ||
| Rydex Consumer Products H
RYCAX
| 1.640% | −1.20% | 0.75% | 4.80% | 53.29 Mil | ||
| Rydex Consumer Products C
RYCPX
| 2.390% | −1.93% | 0.00% | 4.01% | 53.29 Mil | ||
| Rydex Consumer Products A
RYPDX
| 1.640% | −1.17% | 0.76% | 4.80% | 53.29 Mil | ||
| Invesco S&P SmallCap Consumer Stapl ETF
PSCC
| 0.290% | −1.18% | 1.69% | 9.52% | 53.89 Mil | ||
| Invesco S&P 500® Eql Wt Cnsm Stapl ETF
RSPS
| 0.400% | −6.11% | 0.93% | 5.06% | 367.05 Mil | ||
| Invesco Food & Beverage ETF
PBJ
| 0.570% | 1.83% | 4.57% | 7.68% | 113.05 Mil | ||
| Invesco DW Consumer Staples Momt ETF
PSL
| 0.600% | 12.50% | 2.62% | 7.18% | 83.08 Mil | ||
| First Trust Nasdaq Food & Beverage ETF
FTXG
| 0.600% | −6.37% | −0.24% | 4.88% | 39.73 Mil | ||
| First Trust Cnsmr Staples AlphaDEX® ETF
FXG
| 0.630% | 4.39% | 5.81% | 8.68% | 407.25 Mil | ||
| Fidelity Select Consumer Staples Port
FDFAX
| 0.690% | 2.13% | 3.86% | 7.67% | 1.34 Bil | ||
| Fidelity MSCI Consumer Staples ETF
FSTA
| 0.084% | 7.19% | 6.24% | 8.86% | 1.07 Bil | ||
| Fidelity Advisor Consumer Staples Z
FIJCX
| 0.580% | 2.24% | 3.98% | 7.80% | 1.34 Bil | ||
| Fidelity Advisor Consumer Staples M
FDTGX
| 1.230% | 1.57% | 3.29% | 7.08% | 1.34 Bil | ||
| Fidelity Advisor Consumer Staples I
FDIGX
| 0.710% | 2.12% | 3.84% | 7.66% | 1.34 Bil | ||
| Fidelity Advisor Consumer Staples C
FDCGX
| 1.720% | 1.07% | 2.79% | 6.56% | 1.34 Bil | ||
| Fidelity Advisor Consumer Staples A
FDAGX
| 0.980% | 1.84% | 3.56% | 7.37% | 1.34 Bil |